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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 Caseroads?

Caseroads.com provides an all-encompassing cloud-based practice management solution that can reduce your costs by as much as 70% when compared to other similar services. The platform features an intuitive interface that enables secure, remote work from any location and includes all necessary functionalities for a single, budget-friendly price per user. By adopting this solution, you can improve your firm's efficiency, boost productivity, streamline your operations, and expedite payment collections effortlessly. We encourage you to start your experience with a risk-free, 30-day trial that incurs no costs. Caseroads is specifically designed to assist you in managing a larger caseload effectively while keeping you updated on vital tasks, events, and upcoming deadlines. This advanced platform facilitates the efficient monitoring and understanding of each case's status, yielding valuable insights into your firm's overall performance. It also improves the management of an expanding client base through enhanced scheduling, more efficient intake processes, and successful conflict resolution. Furthermore, Caseroads alleviates the burden of onboarding new clients, managing access to cases, retrieving relevant documents, and documenting case activities. With this smart system in place, you can devote more time to providing top-notch legal services and less time on administrative duties, ensuring that your practice thrives. In this way, Caseroads not only supports day-to-day operations but also positions your firm for long-term success.

Media

Media

Integrations Supported

Google Cloud Platform

Integrations Supported

Google Cloud Platform

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$35 per user per month
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

QbitEdge

Date Founded

2018

Company Location

United States

Company Website

www.caseroads.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

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 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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