CaseFox Review
What is CaseFox?
CaseFox is a system developed for attorneys, accountants, or professionals who bills clients by the hour. What CaseFox does is helping you time and bill your customers accurately and without any effort. Aside from time tracking, billing, and invoicing, CaseFox also comes with other significant tools that can make your work a lot easier, such as document management and case notes among others. You can also allow, limit and tweak access to data based on role authorization. CaseFox offers secured databases for your information, where all data are processed once you enter them into the system.
Professionals and companies that provide services need an easy-to-use software to handle their routine timekeeping, invoicing, simple accounting, and case management features. Affordability is also an important factor and CaseFox fits well there in contrast to their competition. CaseFox has put together an easy to use, role-based multi-user interface that includes a rich feature set that it’s suitable for individuals as well as firms having multiple employees.
The best way to summarize CaseFox is that it offers the type of features that are carefully designed based on years of customer feedback and industry needs. The features are put together in such a way that they save time for the users. For example, CaseFox can generate overdue reminder letters for all open invoices in just one click.
Show MoreOverview of CaseFox Benefits
CaseFox is a complete software solution that combines time management, billing and invoicing, and document management into one solid package. Check out the CaseFox benefits that you’ll get once you opt for this software:
- Cost-effective solution that lets you add users to to your account for no additional charge (for paid accounts).
- Easy and simple interface lets you get acquainted with the system real fast.
- Access all areas that you need without jumping from screen to screen.
- Track time via SMS
- Enjoy integrations with a variety of Google applications
More CaseFox Benefits
CaseFox provides a rich calendar feature including syncing events to multiple users’ Google calendars and rule-based calendaring triggers to automatically create secondary events based on entered events.
Ease of timekeeping is a dominant feature that CaseFox offers. Timekeeping is very flexible in that various types of time entries can be entered easily and different hourly rates can be set for staff members at different granularity. Ability to generate LEDES format invoices without additional effort is also a key benefit. CaseFox offers extensive reporting, and ability to export data including one-click export of all data.
CaseFox also offers timekeeping via SMS messages, real-time reporting of timekeeping summaries at different granularities, extensive trust accounting features, phone message record keeping, and notifications. CaseFox integrates with Xero Accounting, Quickbooks, Dropbox, Google Drive, Tasks, Email, Calendar, and Contacts, and offers single sign in with Google credentials.
CaseFox also provides Tasks, Documents and other case management features. In summary, CaseFox offers all features and benefits at one place that a solo attorney or a small-medium size firm may need.
Show MoreOverview of CaseFox Features
- Legal Practice Management
- Case Management
- Case Document Management
- Billing
- Legal Accounting
- Calendars
- Matter Management
- Invoicing
- LEDES Support
- Automation of tasks and calendar
- Tracking of time and expenses
- Case Note Management
- Conflict Check
- Trust Accounting
- Phone Message Tracking
- Discovery Tracking
- Reporting/Docketing/Calendaring
- Role-Based Access
- Different Staff Rates for Different Cases
- Contract Staff Limited Access
- Fee-Splitting Rules
- Automatic Invoice Generation
- Task Management
- Timekeeping
- Contacts Management
- Online Payments
- Client Portal
- Customizable Templates
- Invoicing and Billing
- Android and IOS Apps
- High-level Online Security
- Case Workflows
- Integrations with Google, Office365, PayPal, Xero, and more
What Problems Will CaseFox Solve?
Here are some common problems that CaseFox can help you solve:
Generate Bulk Invoices with a Single Click
Generating bulk invoices can be a tedious task that requires many hours of work. CaseFox’s “one-click” bulk invoice generation can save you hours of grueling effort when a large number of cases need to be invoiced. Generated invoices can be quickly downloaded in a zip file or can be emailed to clients directly from CaseFox.
Restrict Access to Contract Staff
Sometimes, businesses hire contract staff but they do not want to give the contract staff access to view or alter any data. CaseFox can help with its preconfigured role function that enables the admin user to grant contract staff access only to selected cases. They can view their own time entries only and enter new time entries for themselves. They do not see any other data. Even further, they may also be restricted from viewing their hourly rates as billed to the clients.
CaseFox Position In Our Categories
Bearing in mind businesses have unique business requirements, it is logical they steer clear of subscribing to an all-encompassing, ”best” software product. Nonetheless, it is almost impossible to discover such a software product even among well-known software products. The practicable thing to do is to make a list of the several main functions which entail examination like major features, packages, technical skill capability of the employees, business size, etc. Then, you must follow through the research to a full extent. Browse over some CaseFox analyses and look over the other software solutions in your shortlist in detail. Such well-rounded product research ascertain you circumvent ill-fitting applications and buy the one which meets all the benefits your company requires.
Position of CaseFox in our main categories:
TOP
100
CaseFox is one of the top 100 Accounting Software products
TOP
10
CaseFox is one of the 10 Law Practice Management Software products
It is important to realize that almost no app in the Law Practice Management Software category will be an ideal solution that can fulfill all the needs of various company types, sizes and industries. It may be a good idea to read a few CaseFox Law Practice Management Software reviews first as certain software might perform well exclusively in a very narrow set of applications or be created with a very specific type of industry in mind. Others can work with an intention of being easy and intuitive and therefore lack complicated features needed by more experienced users. You can also come across software that focus on a wide group of customers and offer a rich feature base, however this usually comes at a more significant cost of such a solution. Make sure you're aware of your requirements so that you select a solution that has all the elements you look for.
How Much Does CaseFox Cost?
CaseFox Pricing Plans:
Free Trial
Solo
$0
Pro
$39/user/month
Enterprise
$79/user/month
What are CaseFox pricing details?
CaseFox Pricing Plans:
Free Trial
Solo
$0
Pro
$39/user/month
Enterprise
$79/user/month
CaseFox pricing plans come in three tiers, each designed to suit varying needs and business requirements. A free trial is also available for those who are still considering trying out CaseFox for their business.
Solo – $0
- Free Forever
- No Credit Cards
- 2 Users
- Up to 4 Cases
- Manage everything in one place
- Quickly track time/expenses
- Bill with various fee structures.
- Use UTBMS and LEDES codes for billing
Pro – $39 per user/month (billed annually)
- Everything in Solo +
- Unlimited cases/matters with easy import
- 10 GB+ storage for documents
- SMS timekeeping for tracking
- 2-factor authentication add-ons
- Send multilingual bills/invoices
- Client onboarding with intake forms
- Secure client communication and payments via portal
- Rule-based calendaring for court deadlines
- Quick conflict checks for case party searches
- Integration with QuickBooks, Xero, LawPay, and Office 365
Enterprise – $79/user/month (billed annually)
- Everything in Pro +
- Standardize and manage legal intake processes
- Centralize service requests and assignments
- Remove CaseFox branding with white labeling
- Centralize case management, analyze data, and gain transparency
- Receive 24/7 priority support
- One free website for your firm
- Smooth transition with custom data migration and support
- Gain access to CaseFox Consultants
- Receive custom recommendations
- Free custom development
User Satisfaction
Positive Social Media Mentions
22
Negative Social Media Mentions
0
We know that when you decide to buy a Law Practice Management Software it’s vital not only to see how professionals rank it in their reviews, but also to discover if the actual users and enterprises that use it are actually happy with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and CaseFox reviews across a broad array of social media sites. The information is then presented in an easy to understand form revealing how many people had positive and negative experience with CaseFox. With that information at your disposal you will be equipped to make an informed purchasing choice that you won’t regret.
Video
Screenshots
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
- Windows Mobile
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for CaseFox?
CaseFox integrates with the following applications and systems:
- IIFData Format
- Xero Accounting
- MS Word
- ESIS
- Advocator
- IIF
- LitigationAdvisor
- Dropbox
- Google Drive
CaseFox User Reviews
CaseFox average rating:
4/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Write your own review of this product
ADD A REVIEWThe most favorable review
PROS: 1) Excellent time tracking: Detailed entries, timers, and easy billing integration. 2) Effective matter management: Streamlines case handling with task assignment and progress tracking. 3) Client portal: Improves communication and collaboration with clients. 4) Reporting: Provides insights into project performance and profitability.
CONS: 1) User interface: Could be more modern and intuitive. 2) Mobile app: Limited features and functionality. 3) Customization: Could offer more flexibility in workflows and reporting.
The least favorable review
PROS: 1) Excellent time tracking: Detailed entries, timers, and easy billing integration. 2) Effective matter management: Streamlines case handling with task assignment and progress tracking. 3) Client portal: Improves communication and collaboration with clients. 4) Reporting: Provides insights into project performance and profitability.
CONS: 1) User interface: Could be more modern and intuitive. 2) Mobile app: Limited features and functionality. 3) Customization: Could offer more flexibility in workflows and reporting.
More reviews from 2 actual users:
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Latest
- Latest
- Most useful
- Most positive
- Most negative
One of the best software for law firms
Read full review >
4/5
Overall impression
5/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 07.01.2025
Company Size: N/A
Industry: N/A
PROS: CaseFox stands out for its simplicity and efficiency. The time tracking and invoicing features are extremely helpful for legal professionals. The case management system is well-structured, making it easy to handle multiple clients and deadlines. Additionally, its affordability makes it a great option for small law firms and solo practitioners.
CONS: The mobile app could use some improvements to match the functionality and ease of the desktop version. Adding more customization options in reports would also make it even better.
CaseFox: Time Tracking, Matter Management & More
Read full review >
4/5
Overall impression
5/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 10.12.2024
Company Size: 11-50 Employees
Industry: Law Practice
PROS: 1) Excellent time tracking: Detailed entries, timers, and easy billing integration. 2) Effective matter management: Streamlines case handling with task assignment and progress tracking. 3) Client portal: Improves communication and collaboration with clients. 4) Reporting: Provides insights into project performance and profitability.
CONS: 1) User interface: Could be more modern and intuitive. 2) Mobile app: Limited features and functionality. 3) Customization: Could offer more flexibility in workflows and reporting.
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CaseFox user reviews
One of the best software for law firms
Read full review >
4/5
Overall impression
5/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 07.01.2025
Company Size: N/A
Industry: N/A
CaseFox: Time Tracking, Matter Management & More
Read full review >
4/5
Overall impression
5/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 10.12.2024
Company Size: 11-50 Employees
Industry: Law Practice
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