Clever Case Time Keeping Cheat Sheet and Billing Standards

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
    • 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
    • Clever Case Change Default Billing Rate

      Follow these steps to set or change your default billing rate in Clever Case: 1. Login to Clever Case 2. On the left-hand side pane, navigate down to the bottom of the screen and find your name: 3. Click on your name and choose "Settings": 4. Under ...
    • 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 ...
    • 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 ...