Clever Case
Create
Log in / Sign up
Roadmap
New Feature Requests
Changelog
Log in to your Clever Case account to give feedback
Log In
Powered by Canny
Docketing
A way to auto calculate dates of matters and shift as changes occur. https://www.calendarrules.com/
0
1
Require Primary Attorney for People
People records not having a primary attorney identified which has implications for conflict checks and data integrity.
0
1
Rate Report
The ability to view my custom rates across all my open matters, so I can tell if there are rates that i need to adjust as part of a rate increase
0
5
Intake Integrations
Integration with our own webform or through Decision Vault, for example.
0
1
Access to Roadmap from Clever Case
Get directly to our Roadmap by clicking "Feature Roadmap" in the Clever Case app
2
·
pending release
1
Quickbooks Integration
Making CleverCase capable of seamlessly syncing with QuickBooks as it does Xero.
2
·
in progress
1
Powered by Canny