Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Case UI is a solution for legal case management that allows small and mid-sized law firms to streamline their operations in areas such as client management, invoice generation, task assignment and billing. It can also be used to manage clients. It allows users to set up flat fee and hourly billing fees to create invoices, track payments status, and track payment status. Administrators can set access rights to Case UI, allowing employees to modify and update details across cases, tasks, and clients. Staff can identify potential conflicts of interest between clients and cases using the data filtering and search functions.
Managers and leaders can also review the dashboard and generate reports to be informed about the status and due dates. They can also gain insight into the total cases based upon specific practice areas and subareas such as matrimonial and litigation, real estate, assault, defamation and immigration.
Description
Clever Case is an all-in-one legal practice management platform built to simplify workflows for attorneys and law firms. It enables users to manage cases, track time, handle documents, and organize client data within a single system. The software offers intuitive time tracking tools that allow real-time recording and customization based on billing standards. Task management features help teams assign responsibilities, set priorities, and stay on schedule. Clever Case includes invoicing and integrated payment processing through partners like Confido Legal. Its conflict check functionality ensures compliance by identifying potential conflicts across cases and clients. The platform integrates with tools like Microsoft 365, QuickBooks, and Xero for seamless operations. Advanced analytics can be enabled through Power BI integration for deeper insights into firm performance. Designed for ease of use, it requires no complex customization or programming. Overall, Clever Case helps law firms increase efficiency, reduce costs, and improve profitability.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$25 per user per month (Billed annually)
Cloud:
$25 per user/month (billed annually) or
$34 per user/month (billed monthly)
On-Premise:
$1,499 Perpetual license, unlimited users
Education and Nonprofit pricing available.
$25 per user/month (billed annually) or
$34 per user/month (billed monthly)
On-Premise:
$1,499 Perpetual license, unlimited users
Education and Nonprofit pricing available.
Free Trial
Yes
Free Version
No
Pricing Details
$39/month/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Case UI
Founded
2020
Country
United States
Website
caseui.com
Vendor Details
Company Name
Clever Case
Founded
2015
Country
United States
Website
clevercase.com
Product Features
Legal Case Management
Billing Management
Yes
Calendar Management
No
Case Notes
Yes
Client Management
Yes
Communication Tracking
No
Conflict Management
Yes
Corporations
No
Court Management
No
Discovery Management
Yes
Docket Management
No
Document Management
Yes
Expense Tracking
No
Government
No
Law Firms
Yes
Records Management
No
Task Management
Yes
Time Tracking
No
Trust Accounting
No
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
No
Client Portal
No
Conflict Management
Yes
Contract Management
No
Document Management
Yes
Email Management
No
Legal Case Management
Yes
Task Management
No
Time Tracking
Yes
Trust Accounting
No