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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

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 

Screenshots View All

Screenshots View All

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 

Product Features

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