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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 

Integrations

QuickBooks Online Yes 

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 

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