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.