CaseFox Reviews & Pricing

Key Features

• Legal Case Management
  • Billing and Payments: Use the one-click invoicing feature to create monthly and yearly invoices and payment receipts for each case.
  • Documents: Integrate with Box, Google Drive and Dropbox or use in-built file storage to handle documents.
  • Tasks and Events: Track current, late and upcoming tasks and calendar events with the central location feature.
  • Hourly Rate: Automatically apply accurate billing rates using the staff rate feature. Use global hourly rates or default rates, reducing the need for manual adjustments.
  • Custom Field: Handle diverse groups and assign them to specific cases. Store extra data for a more comprehensive approach to case management.
• Client Management
  • Analytics Dashboard: Get an overview of active cases, billing details, account receivables, trust balance and contact details. Enhance communication and collaboration between clients and service providers.
  • Client Portal: Clients can view and settle invoices online and access complete payment history and amount due, improving transparency and efficiency in billing and payments.
  • Trust Transactions: Simplify trust and account management. Use trust funds to pay invoices in bulk and integrate with Xero and  QuickBooks for easier accounting.
  • Invoicing and Payments: Effortlessly generate and download invoices for active cases. Streamline payments by recording and generating receipts with a single click.
  • Import and Export Data: Export client list, time/expense/calendar/task entries, invoicing and payment information to Excel to analyze data for efficient reporting.
  • Messages and Personal Notes: Add notes to time and expense entries. Communicate securely with clients and integrate with Gmail to fetch messages.
• Staff Management
  • Data Control: Control staff access to ensure data security. Customize access for contractors and secretaries while maintaining confidentiality.
  • Performance Reports: Define yearly targets for staff to monitor and incentivize productivity. Compare billable hours to targets for effective tracking and improved practice.
• Document Management
  • Automated Documents: Automatically create documents by merging templates and client/matter data.
  • Document Management: Easily manage and access documents with cloud integration. Attach notes and files to cases and matters to stay organized. Streamline billing and timekeeping by adding billable time to documents.
  • Intake Form: Create and customize client intake forms. Convert potential clients into official clients with just one click.
• Legal Calendaring
  • Event Calendar: Calendar memo displays daily events, preventing missed deadlines and simplifying event management.
  • Task Calendar: Use the "Task Due Today" memo to manage tasks and deadlines and boost productivity.
  • Note Calendar: Create and monitor case entries, integrate with Google Accounts for easy access, and simplify time and expense tracking for efficient billing and invoicing.
• Ledger and Accounts
  • Income and Expense: Track yearly income and expenses with a ledger. Download reports and transactions and upload relevant documents as needed.
  • Manage Operating and Trust Accounts: Authorize the law firm to deposit, withdraw or transfer funds in operating accounts and access trust account funds allocated to clients.
• Invoicing and Billing
  • Manage Time: Maximize earnings by managing time and recording non-billable and billable hours.
  • Bulk Invoice Generator: Generate multiple invoices and pay bulk invoices for staff and clients.
  • LEDES Invoicing: Improve billing efficiency by issuing standardized electronic bills.
  • Automated Billing: Set up fixed-price items to bill at chosen intervals and generate invoices without additional effort.
  • Record Invoices: Mark invoices as paid or write them off in a few clicks, and the system will automatically record payments made against fully paid invoices.
• Reports and Tools
  • Conflict Check: Conduct conflict checks to ensure commitments towards potential clients don’t conflict with those of current or past clients.
  • Invoice Actions: Perform bulk actions such as deleting and emailing invoices, paying from trust funds, marking invoices as paid, and copying them securely.

Limitations

•  Complex navigation and interface make learning challenging.
•  Limited options to customize templates.
•  Difficult to use the platform with similar environments for different users (for example, lawyers and experts).

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