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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 UI?

Case UI serves as an effective legal case management tool designed to assist small and medium-sized law firms in optimizing various operational aspects, including client management, invoicing, task allocation, and billing processes. Additionally, it provides the capability to oversee client relationships. Users can establish flat rate or hourly billing structures to generate invoices, monitor payment statuses, and manage financial tracking effectively. With access control settings, administrators enable team members to edit and update information related to cases, tasks, and clients seamlessly. The platform's data filtering and search functionalities empower staff to detect possible conflicts of interest among clients and cases. Moreover, managers and team leaders have the ability to access a comprehensive dashboard and produce reports, which keeps them updated on case statuses and impending deadlines. This feature also allows them to analyze the overall case load across various practice areas and subcategories, including matrimonial law, litigation, real estate, assault, defamation, and immigration. Such insights can greatly enhance decision-making and strategic planning for the firm.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$25 per user per month (Billed annually)
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

Case UI

Date Founded

2020

Company Location

United States

Company Website

caseui.com

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

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

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