Dashboard

Introduction

Clever Case's home screen serves as a high-level dashboard and home base for all of your clients, matters, and practice management needs. From here, you can easily see an overview of all your active matters, upcoming deadlines, and tasks that need attention. You can also access all of your client data and manage your financials, trust accounting, and billing.

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Last updated 10 months ago

Introduction

Clever Case's home screen serves as a high-level dashboard and home base for all of your clients, matters, and practice management needs. From here, you can easily see an overview of all your active matters, upcoming deadlines, and tasks that need attention. You can also access all of your client data and manage your financials, trust accounting, and billing.