Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Many organizations face challenges with their essential processes, as teams, IT solutions, and data often function as isolated entities. In addition, some processes are still handled manually, signifying a clear need for advanced systems beyond mere spreadsheets. This disconnection makes it difficult to achieve overarching goals such as innovation and quality control. CleverOcean addresses these issues by uniting individuals from diverse roles, consolidating fragmented information, and streamlining processes. By effortlessly integrating with your current systems, CleverOcean enhances reporting capabilities and simplifies the management of projects and documents. Ultimately, CleverOcean transforms the way your organization operates, fostering collaboration and efficiency across all departments.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
Pricing Details
$39/month/user
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Clever Case
Founded
2015
Country
United States
Website
clevercase.com
Vendor Details
Company Name
CleverOcean
Founded
2014
Country
Sweden
Website
www.cleverocean.com
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
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
No