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Average Ratings 0 Ratings

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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

By inputting the names of potential clients and adversaries, RTG Conflicts identifies possible conflicts associated with those names. However, its capabilities extend beyond that basic function; it can also maintain detailed records about opposing parties, corporate executives, familial connections, and more. The amount of information you choose to provide directly influences how effectively RTG Conflicts can identify potential conflicts. This tool categorizes clients as parties, which can encompass individuals, businesses, or organizations, while matters refer to the specific cases or files linked to your clients' needs. Additionally, RTG Conflicts is capable of tracking relationships between these parties and their respective matters, enabling users to document details such as John Doe being an opponent in a specific case. Furthermore, RTG Conflicts Online is accessible to any firm that subscribes to RTG Bills Online, with no extra fees involved, enhancing its value as a comprehensive resource for managing legal conflicts. As a result, law firms can streamline their operations and improve their conflict-checking processes efficiently.

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

$95.00/one-time
Each additional user license is $25.
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 No 
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 No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clever Case

Founded

2015

Country

United States

Website

clevercase.com

Vendor Details

Company Name

RTG Data Systems

Founded

1975

Country

United States

Website

www.rtgsoftware.com/online/cindex.htm

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

Conflict Checking

Case Management No 
Client Database Yes 
Data Import / Export No 
Full Text Search No 
Indexing No 
Phonetic Search No 
Preemptive Conflicts Search No 
Relationship Tracking Yes 

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