Law Management Practice Software

A New Approach to Law Practice Management: For All That Matters

Simplify your practice, capture more time, and increase productivity with Clever Case. No programming or extensive customization needed! Here are just a few of the features:

Matter Views

Tasks

Time Tracking

Document Automation

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Clever Case Features

Clever Case's features reduce costs, increase productivity, and grow your profitability potential.

Included

Time Tracking

Time Tracking is hard. Experience an easier approach to Time Tracking with Clever Case. Record time entries with ease within Matters, Contact Records, or under Your Time. Using our handy Clever Case Time Widget, you can easily record minutes in real time, pin active time cards for ease of use, and more. Time tracking can be customized to your firm’s billing standards.

Included

Tasks

Easily create tasks, flag priority, assign due dates, and search through your To-Do list. Create Tasks for yourself or members of your team. Tasks assigned to you are located in your Dashboard to help keep you on track.

Included

Payments

Take payments for invoices and trust quickly and seamlessly with Confido Legal (formerly Gravity Legal), our partner for payment processing. Electronic payments are automatically associated with your clients, saving you time with reconciling.

Included

Matter Management

Matters can be organized by Category and Subcategory, include unique descriptions and case numbers, and more. Keep all notes, time tracking, documents, forms, tasks, and associated people in one place connected to unique cases, providing you with a means of elevated record management.

Included

Integrations

Clever Case has multiple integrations available, including calendar and task synchronization with Microsoft 365. Add-on integrations can connect your data to Power BI, create matters automatically with TrackDrive, or synchronize with accounting systems like Xero.

Included

Conflict Checks

Find information easily with Clever Case’s powerful database to avoid conflicts with clients and cases. Quickly search for potential conflicts. Results display for all conflicts showing record type, association, and primary attorney.

Featured

Client Invoicing

Generate professional and accurate invoices for your clients through our streamlined invoice generation, approval, and submission process. Our invoices are easy to understand, fully functional, and associated to related Matters and People for records organization.

Add-On

Advanced Analytics

Want to model your team’s productivity, determine the most valuable clients, or create a bespoke compensation program for your attorneys? Use our add-on integration with Power BI alongside some amazing templates, and leverage your data to solve tomorrow’s problems.

Clever Case Integrations

Epona DMSForLegal

Create SharePoint spaces automatically for your matters, setting custom permissions, retention tags, and term stores. (*Enterprise Feature).

Trackdrive

Create clients and matters automatically from your intake calls and scripts (*Enterprise Feature).

Quickbooks Online

Make your trust accounting work better, bringing invoices, customers, and payments into the most popular small business accounting tool (Coming January 2024).

Power BI

Run advanced reports, model incentive programs, and dive deep in your Clever Case data (*Enterprise Feature).

Office 365

Take your tasks and events on the go with a two-way sync to Microsoft’s To-Do and Exchange Online systems.

Confido Legal

Take payments with Confido (formerly Gravity Legal) and they’ll automatically reflect in Clever Case. No more manually posting payments!

Xero

Bring customers, invoices, payments, and trust transactions directly into this accounting tool (*Enterprise Feature).

Clever Case Feature Tiers

User Accounts Unlimited Unlimited
Matters Unlimited Unlimited
People Unlimited Unlimited
Task Tracking
Events/Calendar
Integration with Microsoft To-Do, Calendar
Billlable Time & Expense Tracking
Invoicing
Conflict Check Tool
Trust Account Tracking
Payments via Confido Legal
Client Portal for Viewing/Paying Invoices Coming Soon Coming Soon
File Storage 10 GB Max (about 30,000 Word documents) $10/mo for each 100Gb
Custom Fields Coming Soon Coming Soon
Basic Reporting (Time, AR)
Advanced Reporting with Power BI
Xero Integration Contact Us
Quickbooks Online Integration Coming Soon Coming Soon
Epona DMS Integration Contact Us
TrackDrive Integration for matter creation Contact Us
Technical Support Email & Forum Only Priority Phone Support (Add-on)
Data Migration / Onboarding DIY with Import Tool Migration Support, 1x1 Training, and Assigned Onboarding Specialist (Add-On)

The Direct Benefits of Clever Case

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Clever Case enhances firm capability.

It focuses on efficiency and ease of use to add value to your practice, help capture more billable time, and automate burdensome document generation.

Since Clever Case is accessible everywhere, we worry about updates, and latest features so you don’t have to. You benefit from greater productivity and the potential for higher firm profitability.

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Clever Case: By Attorneys, For Attorneys

Clever Case is an innovative law practice management software designed to eliminate common pain points for attorneys by focusing on adding value for you where it matters most: efficiency, organization, productivity, and client satisfaction.

With technology commoditizing legal advice and documents, consumers aren’t getting the authentic legal advice that they need and law practices aren’t getting as much business. Now there’s no need to worry about this change. Clever Case revolutionizes how attorneys reach and interact with customers, while increasing efficiency, so you can increase your case load and profitability - and still be out of the office by 5.

"Using Clever Case has been incredible!"

"Once we implemented Clever Case it immediately put us on the same page across multiple locations, helping us identify inefficiencies, and streamline our process and data. The results have been incredible, and our revenue and billable hours have gone up. Clever Case has made it easier for our firm to implement process as we grow and scale."

Clever Case, by Clever Case, LLC, was created by attorneys for attorneys and their firms. Our focus is on the solo attorney and small legal practice, supporting from one to multiple locations. Clever Case can add value to any organization seeking better management of clients, case management, time tracking, task tracking, and documentation automation.

Want to Know More? Let's Demo!

More qestions? Learn more about Clever Case and our upcoming releases or to schedule a demo, click or tap the "Let's Go!" button.