Denovo

The Clever Case is a law practice management software designed to streamline and optimize the daily operations of solo attorneys and small legal practices. According to the vendor, Clever Case caters to the specific needs of attorneys, law firms, legal practitioners, legal professionals, and legal consultants. Whether working individually or managing a small team, Clever Case offers a range of tools and functionalities to enhance time tracking, task management, payment processing, matter organization, conflict checks, client invoicing, and advanced analytics.

Key Features

Time Tracking: According to the vendor, Clever Case allows users to record time entries effortlessly within Matters, Contact Records, or under Your Time. The Clever Case Time Widget enables real-time minute recording, and users can pin active time cards for easy access. Time tracking can be customized to match the firm's billing standards.

Tasks: Users can create tasks effortlessly, flag priority, assign due dates, and easily search through the To-Do list, as stated by the vendor. Clever Case provides the capability to manage tasks for both individuals and team members. Tasks assigned to users are conveniently located in the Dashboard to help them stay on track.

Payments: Clever Case seamlessly processes payments for invoices and trust with Gravity Legal, the vendor's trusted payment processing partner. According to the vendor, electronic payments are automatically associated with clients, saving valuable time when reconciling.

Matter Management: Clever Case allows users to organize matters by category and subcategory, providing a structured approach to cases, according to the vendor. Each matter can have unique descriptions and case numbers, facilitating easy identification. Users can keep all relevant information, such as notes, time tracking, documents, forms, tasks, and associated people, in one centralized location connected to specific cases.

Integrations: Clever Case offers multiple integrations, including calendar and task synchronization with Microsoft 365. Additionally, add-on integrations can connect data to Power BI, TrackDrive, or accounting systems like Xero, enhancing the efficiency and connectivity of the legal practice, according to the vendor.

Conflict Checks: Clever Case's powerful database allows users to easily find information and avoid conflicts with clients and cases, as stated by the vendor. Users can conduct quick searches for potential conflicts and view comprehensive results displaying all conflicts, including record type, association, and primary attorney.

Client Invoicing: Clever Case enables users to generate professional and accurate invoices for clients with ease, according to the vendor. The software streamlines the invoice generation, approval, and submission process. Invoices are easy to understand and associated with related matters and people, ensuring efficient records organization.