Integrations

Clever Case has multiple integrations available, including calendar and task synchronization with Microsoft 365. Add-on integrations can connect your data to Power BI, create matters automatically with TrackDrive, or synchronize with accounting systems like Xero.

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Payments

Take payments for invoices and trust quickly and seamlessly with Confido Legal (formerly Gravity Legal), our partner for payment processing. Electronic payments are automatically associated with your clients, saving you time with reconciling.

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Conflict Checks

Find information easily with Clever Case’s powerful database to avoid conflicts with clients and cases. Quickly search for potential conflicts. Results display for all conflicts showing record type, association, and primary attorney.

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Advanced Analytics

Want to model your team’s productivity, determine the most valuable clients, or create a bespoke compensation program for your attorneys? Use our add-on integration with Power BI alongside some amazing templates, and leverage your data to solve tomorrow’s problems.

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Tasks

Easily create tasks, flag priority, assign due dates, and search through your To-Do list. Create Tasks for yourself or members of your team. Tasks assigned to you are located in your Dashboard to help keep you on track.

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Client Invoicing

Generate professional and accurate invoices for your clients through our streamlined invoice generation, approval, and submission process. Our invoices are easy to understand, fully functional, and associated to related Matters and People for records organization.

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Matter Management

Matters can be organized by Category and Subcategory, include unique descriptions and case numbers, and more. Keep all notes, time tracking, documents, forms, tasks, and associated people in one place connected to unique cases, providing you with a means of elevated record management.

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Time Tracking

Time Tracking is hard. Experience an easier approach to Time Tracking with Clever Case. Record time entries with ease within Matters, Contact Records, or under Your Time. Using our handy Clever Case Time Widget, you can easily record minutes in real time, pin active time cards for ease of use, and more. Time tracking can…

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