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About

CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.

About

Grow your revenue with effortless payments, better collection rates, and accounts receivable automation made specifically for the legal industry. Clients pay by credit card or eCheck for a flat fee, and firms can monitor AR activity, collection status, and client NPS in real-time from a personalized dashboard. Made by attorneys to meet the specific needs of law firms & the legal industry. Credit card and eCheck payments 100% compliant with ABA, IOLTA and the rules of all 50 state bar associations. Modernize how you track AR from invoice to payment, automate collection efforts & increase firm efficiency. Automatically survey clients and benchmark satisfaction rates via Net Promoter Score (NPS) tracking. Built-in-class security, encryption and guaranteed PCI compliance. Understand your payment funnels to make better firm-wide decisions & improve your bottom line.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Law firms, solo lawyers, legal enterprises, CPAs, counsels, in-house legal teams, legal departments, and other legal professionals

Audience

Law firms looking for a legal case management solution to facilitate and optimize their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$45 Monthly & $39 Yearly
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CaseFox
Founded: 2010
United States
www.casefox.com

Company Information

Headnote
Founded: 2016
United States
www.headnote.com

Alternatives

Alternatives

Clio

Clio

Themis Solutions
PCLaw

PCLaw

LexisNexis
LawBillity

LawBillity

eBillity

Categories

Categories

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Conflict Checking Features

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Enterprise Legal Management (ELM) Features

Contract Lifecycle Management
Document Management
eDiscovery
Legal Automation
Legal e-Billing
Legal Spend Management
Matter Management
Reporting / Analytics

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Calendar Features

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Integrations

8am LawPay
Box
Dropbox
Google Calendar
Google Docs
Google Drive
Keap
Microsoft OneDrive
Microsoft Outlook
PayPal
QuickBooks Online
Smith.ai
Xero

Integrations

8am LawPay
Box
Dropbox
Google Calendar
Google Docs
Google Drive
Keap
Microsoft OneDrive
Microsoft Outlook
PayPal
QuickBooks Online
Smith.ai
Xero
Claim CaseFox and update features and information
Claim CaseFox and update features and information
Claim Headnote and update features and information
Claim Headnote and update features and information