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What is Clever Case?

Clever Case is a comprehensive law practice management software created by attorneys to address the real challenges faced by legal professionals. It provides a centralized platform where firms can manage matters, clients, documents, tasks, and billing processes efficiently. The system offers flexible matter management, allowing users to organize cases with categories, descriptions, and associated records. Time tracking is simplified with real-time tools and customizable billing options that help capture every billable minute. Task management features enable teams to assign, prioritize, and monitor work across the firm. Clever Case also streamlines invoicing and integrates payment processing to ensure faster and more accurate financial workflows. Its conflict check system helps attorneys quickly identify potential legal conflicts and maintain compliance. The platform supports integrations with tools like Microsoft 365, QuickBooks, Xero, and Power BI for enhanced functionality. Advanced analytics capabilities allow firms to evaluate productivity, client value, and performance trends. Clever Case is accessible from anywhere, ensuring flexibility and continuous updates without user intervention. It is designed for solo attorneys and small to mid-sized law firms looking to scale efficiently. Overall, Clever Case empowers legal professionals to improve organization, increase billable time, and deliver better client service.

What is Case Master Pro?

Case Master Pro is a comprehensive legal management tool designed to support debt collectors and law firms in efficiently handling their case files and financial processes. The software provides a centralized database for lawyers to securely store vital documents, assign specific tasks to team members, and monitor case files that contain details about adversaries, accounts, litigation, or judgments. Among its essential features are bookkeeping, scheduling, and the ability to print checks. Additionally, it encompasses invoicing, transaction management, and account reconciliation to streamline financial operations. Administrators benefit from customizable security settings and the ability to generate reports, providing valuable insights into organizational performance. Furthermore, the platform includes a self-service portal, empowering clients to access relevant documents, images, and claims related to their individual cases online, enhancing overall communication and efficiency. This functionality not only fosters transparency but also strengthens the client-lawyer relationship by keeping clients informed about their case progress.

Media

Media

Integrations Supported

CardConnect
Docusign
Google Drive
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Sage Accounting

Integrations Supported

CardConnect
Docusign
Google Drive
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Sage Accounting

API Availability

Has API

API Availability

Has API

Pricing Information

$39/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clever Case

Date Founded

2015

Company Location

United States

Company Website

clevercase.com

Company Facts

Organization Name

CMPOnline

Date Founded

1998

Company Location

United States

Company Website

www.casemasterpro.com/free-demo/

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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