Clever Case Client Identification Policy
Policy Statement:
Gravis Law and its practitioners must accurately identify Gravis Law’s Clients and Associated People to effectively track Matters, serve Clients and comply with the Rules of Professional Conduct. It is imperative that Gravis Law maintain Client records in an orderly and consistent fashion so that records and People are properly associated with Matters.
See attached for full Policy
Revised: 05/01/2022
Related Articles
Clever Case Matter Creation or Updates
Here is the standard operating procedure for creating or updating fields in client matters in Clever Case. A quick guide/cheat sheet is also included below. UPDATED: 4/13/2023
File Closure and Document Retention Policy and Procedures (Gravis Clients/Matters)
This policy and the procedures concern only Gravis Client Matters, which require a properly executed letter signed by the client electing Gravis Law to continue legal representation on the Client Matter or a presumption of legal representation by ...
Clever Case Time Keeping Cheat Sheet and Billing Standards
Cheat Sheet for Time Keeping and Billing Standards in Clever Case, please see Team Policy & Procedures for more information. UPDATED: 12/14/23
Clever Case Matter Filter Cheat Sheet (Creating an active case list)
You can use filters in Clever Case to extract information from matters such as: creation date ranges, status (open, hold, or closed), primary attorney, secondary attorney, paralegal, clients, tags and consultation status. You can use the following ...
Clever Case Updates 01/15/2021
Presenter: Ashley Garcia Date: 01/15/2021 Video Link Full List of New Features: Matter Specific Rates can now be defined on a per matter basis for a specific user or a specific role, which are used to auto-fill the rate field on a time card. Time ...