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
LegalMatch offers attorneys a continuous influx of prospective client leads. When a potential client submits their case to the platform, attorneys receive a notification via email almost immediately, alerting them to a new opportunity within their practice area. They can access and evaluate the case details in real-time from their smartphones, allowing them to quickly determine whether they wish to take on the case. If they opt to proceed, attorneys can swiftly reach out to the potential client directly. Many successful LegalMatch attorneys are known to respond within an hour of the case being listed. Once a response is sent, the client is promptly informed through email, phone, or text that an attorney has shown interest. Should the potential client feel that the attorney is a suitable match for their needs, they will get in touch via the provided email or office phone number to arrange an initial consultation. This consultation can be conducted over the phone, through an online platform, or in person, depending on mutual availability and preference. This streamlined process not only enhances client accessibility but also fosters timely connections between attorneys and prospective clients.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$39/month/user
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
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
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
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
LegalMatch
Founded
1999
Country
United States
Website
www.legalmatch.com/attorneys/how-it-works.html
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