Small Firm Flat Fee Billing Mid-Sized Firm

Clever Case

Straightforward legal practice management for matters, time, billing, tasks, and firm finances.

Integrates with Confido Legal Featured

Keep the Business Side of Your Firm Under Control

Clever Case brings the everyday work of running a law firm into one place, from matter management and time tracking to tasks, invoicing, trust activity, and reporting. Built by attorneys, the platform is designed to give solo and small firms the structure they need without requiring complicated setup or extensive customization.

Matter-based records keep documents, notes, people, time, and tasks connected, while built-in billing and financial tools help firms turn completed work into invoices and stay on top of receivables. Integrations with Microsoft 365, QuickBooks Online, Xero, Power BI, and other tools let firms extend those workflows into the systems they already use.

With Confido Legal, firms can also collect invoice and trust payments electronically and have completed payments automatically reflected in Clever Case, reducing manual reconciliation.

Key Capabilities

Clever Case gives firms practical tools to organize matters, capture billable work, manage financials, and stay on top of everyday tasks.

Matter Management

Keep notes, documents, forms, tasks, time entries, contacts, and other case information organized around individual matters.

Time & Expense Tracking

Record billable time from matters and contact records, use timers for work in progress, and customize timekeeping around firm billing standards.

Billing & Invoicing

Generate client invoices, manage approval and submission workflows, and keep billing records tied directly to the relevant matters and clients.

Task & Calendar Management

Create and assign tasks, set priorities and due dates, manage events, and keep upcoming work visible from individual and firm dashboards.

Trust Accounting & Payments

Track trust activity, manage pending trust transfers, and accept invoice and trust payments through the Confido Legal integration.

Reporting & Firm Analytics

Monitor productivity, rates, accounts receivable, and other financial metrics with built-in reports, with deeper analytics available through Power BI.