Clever Case Features
Clever Case's features reduce costs, increase productivity, and grow your profitability potential.
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.
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.
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.
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.
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.
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.
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.
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
Create SharePoint spaces automatically for your matters, setting custom permissions, retention tags, and term stores. (*Enterprise Feature).
Create clients and matters automatically from your intake calls and scripts (*Enterprise Feature).
Make your trust accounting work better, bringing invoices, customers, and payments into the most popular small business accounting tool (Coming January 2024).
Run advanced reports, model incentive programs, and dive deep in your Clever Case data (*Enterprise Feature).
Take your tasks and events on the go with a two-way sync to Microsoft’s To-Do and Exchange Online systems.
Take payments with Confido (formerly Gravity Legal) and they’ll automatically reflect in Clever Case. No more manually posting payments!
Bring customers, invoices, payments, and trust transactions directly into this accounting tool (*Enterprise Feature).
Clever Case Feature Tiers
|Integration with Microsoft To-Do, Calendar
|Billlable Time & Expense Tracking
|Conflict Check Tool
|Trust Account Tracking
|Payments via Confido Legal
|Client Portal for Viewing/Paying Invoices
|10 GB Max (about 30,000 Word documents)
|$10/mo for each 100Gb
|Basic Reporting (Time, AR)
|Advanced Reporting with Power BI
|Quickbooks Online Integration
|Epona DMS Integration
|TrackDrive Integration for matter creation
|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)
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.