Integrations
Epona DMSForLegal
Create SharePoint spaces automatically for your matters, setting custom permissions, retention tags, and term stores. (*Enterprise Feature).
Read MoreTrackdrive
Create clients and matters automatically from your intake calls and scripts (*Enterprise Feature).
Read MoreQuickbooks Online
Make your trust accounting work better, bringing invoices, customers, and payments into the most popular small business accounting tool.
Read MorePower BI
Run advanced reports, model incentive programs, and dive deep in your Clever Case data (*Enterprise Feature).
Read MoreOffice 365
Take your tasks and events on the go with a two-way sync to Microsoft’s To-Do and Exchange Online systems.
Read MoreConfido Legal
Take payments with Confido (formerly Gravity Legal) and they’ll automatically reflect in Clever Case. No more manually posting payments!
Read MoreXero
Bring customers, invoices, payments, and trust transactions directly into this accounting tool (*Enterprise Feature).
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