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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Ensure your clients remain accountable and engaged between sessions with CleverMemo, which allows you to distribute exercises, worksheets, tools, and automatic reminders that help clients turn their intentions into actionable practices. This platform is more organized and efficient than traditional email, enabling you to swiftly locate the information you need without the hassle of searching through countless messages. By consolidating all client data and communication in a coherent context, you gain a clearer overview that reveals the big picture at a glance. Spend less than five minutes preparing for your sessions, as maintaining your clients' progress and accountability has become simpler than ever. CleverMemo is a customizable coaching software designed to empower your clients for success. With over 200 pre-loaded Coaching Tools and Workflows, you can eliminate tedious back-and-forth emails; assign tools in seconds and view your clients' responses directly in their stream. Maximize the potential of CleverMemo by creating automated workflows for any repetitive tasks, streamlining your coaching process even further. This innovative tool ensures you can focus on what truly matters: guiding your clients towards their goals.

Description

This software serves as a basic case management and intake solution designed for efficient handling of client and matter information, allowing for quick access and retrieval of data. It includes features like intake label printing, report generation, and a variety of forms and labels, ensuring comprehensive document management. The bar code functionality enhances file tracking, making it easier to locate and organize documents. Additionally, it offers 12 pre-installed FLIP Memos, such as Documents Enclosed and Transmittal Memorandum, along with the capability to create CUSTOM MEMOS for frequent use. FLIP efficiently prepares these memos for distribution to clients and opposing counsel, facilitating mailing in window envelopes. Memos can be printed on standard paper or specifically designed FLIP Memo forms. To assist with organization, the software also includes large file labels meant to identify expandable pockets and wallets, which can be easily affixed to the side of these storage solutions. Users can print labels seamlessly through an envelope feeder, ensuring that each file is clearly identified with pertinent data sourced from the client, matter, or opposition database, along with a corresponding bar code for easy scanning and retrieval. This comprehensive system streamlines case management, making it an invaluable tool for legal professionals.

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

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$99.95 one-time payment
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CleverMemo

Founded

2015

Country

Germany

Website

www.clevermemo.com/en

Vendor Details

Company Name

BlumbergExcelsior

Website

www.blumberg.com

Product Features

Coaching

Appointment Scheduling No 
Billing & Invoicing No 
Business Coaching No 
Client Management Yes 
Goal Setting / Tracking Yes 
Life Coaching No 
Mentor/Coach Matching No 
Program Management No 
Progress Tracking Yes 
Sport Coaching No 

Mentoring

Action Item Tracking Yes 
Appointment Scheduling No 
Billing & Invoicing No 
Client Management Yes 
Course Management Yes 
Goal Management Yes 
Mentor Matching No 
Program Management No 
Progress Tracking Yes 

Product Features

Legal Case Management

Billing Management No 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking No 
Conflict Management Yes 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management Yes 
Task Management No 
Time Tracking No 
Trust Accounting No 

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