Taverity vs CaseClock

7-day free trial. New subscribers get their first week free, then $19.99 per month, billed through your Apple ID. Cancel at least 24 hours before your free week ends and you won't be charged. Taverity is the personal SMS follow-up app for real estate agents, loan officers, and relationship-driven pros. Send personalized texts from your own iPhone number — to people you already know. —— THE PROBLEM Follow-up by text builds the relationships your business runs on. But sitting down to send 30 personalized messages on a Sunday night never actually happens. Leads cool. Past clients forget you exist. Referrals stop coming. —— A REAL STORY A loan officer we work with built one Easter-themed campaign in Taverity — a personalized text to past clients, sent over a few minutes from his iPhone. One reply turned into a refinance. Three others turned into referral conversations. That single weekend paid for years of the subscription. —— HOW IT WORKS 1. Build a campaign in the app. Pick recipients. Personalize the message with merge fields for first name and details. 2. Review each text on your phone. Edit anything you want. Skip anyone you don't want to send to. 3. Tap approve. Each text sends from YOUR iPhone, from YOUR number, through your normal Messages — using Apple Shortcuts and App Intents. No marketing shortcodes. No third-party SMS gateway. No AI sending messages on your behalf. —— WHO IT'S FOR • Real estate agents staying top-of-mind with past buyers and sellers • Loan officers nurturing referral partners and past borrowers • Mortgage brokers running anniversary, rate-update, and birthday touches • Insurance brokers doing policy-renewal check-ins • Home services pros following up after a job • Auto dealers reaching past buyers about trade-in cycles • Anyone whose business runs on warm relationships, not cold lists —— WHAT MAKES TAVERITY DIFFERENT • Sends from your own iPhone number. Recipients see your real number, not a marketing code. • You approve every send. Nothing fires automatically. • You write the words. Taverity never generates message text for you. • Not a CRM. Not a bulk SMS tool. Not cold outreach. Designed for people you actually know. —— WORKS WITH CHATGPT AND CLAUDE Use the Taverity plugin in ChatGPT or the Taverity connector in Claude to write and schedule a follow-up text for a contact or a whole list, for today or a future date. By default, each text waits in the app for your approval, then sends from your own number. Taverity also works with Google Sheets through a Chrome extension. Using another AI app? Setup steps for our MCP server and API are at taverity.com/docs/mcp —— REFER FRIENDS, EARN FREE MONTHS Share your referral code from Settings. You earn a free month of Taverity for every friend who signs up with your code and starts a paid subscription, with no limit on how many friends you refer. Free months apply to your personal App Store subscription. —— PRICING New subscribers get 1 week free. After the free week, $19.99 per month, billed through your Apple ID. Cancel anytime in Settings. No contracts. No per-message fees. —— SUBSCRIPTION TERMS Payment is charged to your Apple ID at purchase confirmation, or when the free trial ends if you start one. Subscriptions automatically renew at the same price unless cancelled at least 24 hours before the end of the current period, including the free trial. Manage and cancel in your iPhone Settings → Apple ID → Subscriptions. Privacy Policy: taverity.com/privacy Terms of Use: taverity.com/terms Have questions? sales@taverity.com ChatGPT is a trademark of OpenAI. Claude is a trademark of Anthropic. Taverity is an independent app and is not affiliated with or endorsed by either company.

Stop rebuilding your billable day from memory. Say what you did. CaseClock drafts the time entry, finds work without an entry, and leaves every billing decision to you. CaseClock is the billing intelligence layer for lawyers and law firms. Capture work by voice, reconcile activity you may have missed, and move approved time into your existing practice management and billing workflow. SAY WHAT YOU DID After a call, meeting, hearing or drafting session, tap Record and describe your work in your own words. CaseClock transcribes it and prepares a draft with the client, matter, date, duration and a clear description. Where applicable, it suggests UTBMS task and activity codes for you to review. No connection? Recordings made offline are saved on your phone and uploaded when you reconnect, including after reopening the app. REVIEW, EDIT AND APPROVE Change an entry by speaking or editing the fields yourself. Review individual drafts, approve multiple entries, or combine drafts for the same client and matter. You can check the combined time and wording before confirming. Nothing is approved or sent to a billing system without your action. The final billing judgment stays with you. FIND WORK WITHOUT A TIME ENTRY With Microsoft 365 connected in the CaseClock web app, Reconcile helps identify work that may not yet have been recorded, including calendar events, Teams meetings, emails and OneDrive activity. CaseClock checks this activity against existing time entries, suggests possible clients and matters, and shows when a match is uncertain. Review each item, create a draft, mark it already captured or not billable, or set it aside. You decide what counts as billable work. By default, Reconcile uses details such as subjects, times and participants, not message or document contents. Content access is optional and controlled in the web app. LEARNS YOUR PREFERENCES CaseClock can learn preferred spellings, writing habits and billing conventions from your edits and instructions. It shows when a new preference is learned and lets you undo it. Review or change what it remembers in the web app, or switch learning off. Preferences can apply to all your work or to particular clients and matters. WORKS WITH YOUR EXISTING SOFTWARE CaseClock complements your firm's practice management and billing systems rather than replacing them. Use supported integrations or export approved time for your existing workflow. Your firm retains control of its billing processes. ONE WORKFLOW, EVERY DEVICE Capture on your phone, in the web app, or through the CaseClock desktop app for Mac and Windows. Work with the same clients, matters and entries across devices. DESIGNED FOR LAW FIRMS Recording starts only when you tap Record. Microsoft 365 activity is accessed only after an authorized connection. Customer data is stored in the customer's configured region; AI processing may occur on Microsoft Azure servers outside that region. CaseClock is free to install and intended for authorized users of an active CaseClock workspace. Firms configure their workspace and access through the web app at caseclock.ai. CaseClock does not provide legal advice. Lawyers are responsible for reviewing and approving their time entries.