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
Easily generate and compile Documents and Emails while seamlessly integrating with Word, Outlook, Excel, and PowerPoint. Stay organized with your files through a convenient Drag & Drop feature, keeping all your Contact Information readily accessible. Capture Time and Expenses quickly and efficiently, ultimately decreasing the time allocated for Billing tasks. Within the Knowledge Base, you’ll discover articles covering a variety of subjects, including general information, technical FAQs, upgrades, Workgroup/Network editions, recent maintenance releases, and much more, with the ability to search for specific topics. You can also find quick tutorials showcasing the various features of YouWinLaw. This menu provides comprehensive access to all commands and functionalities associated with Clients, Cases, Files, and Projects, organized in a user-friendly Explorer view that supports an unlimited hierarchy of levels. Simply input addresses once, and you can utilize them as Client, Matter, Case, File, or Project-related addresses for your Client Relation Manager, documents, and mailings, simplifying your workflow even further. By streamlining these processes, you can enhance productivity and focus on what truly matters.
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
$199.00/one-time
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
YouWin-Law
Website
youwinlaw.jitc.co.za/
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
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
No
Conflict Management
No
Contract Management
No
Document Management
Yes
Email Management
No
Legal Case Management
Yes
Task Management
Yes
Time Tracking
No
Trust Accounting
No