CaseFox

byCaseFox

CaseFox is a cloud-based legal practice management and billing software designed to streamline operations for solo practitioners, small to mid-sized law firms, and other professionals such as CPAs, consultants, and investigators. Founded in 2011 and headquartered in Silicon Valley, California, CaseFox offers a comprehensive suite of tools to manage billing, cases, documents, and client communications.

Features

  • Time and Expense Tracking: Simplify tracking of billable and non-billable hours and expenses.
  • Legal Billing and Invoicing: Generate invoices using UTBMS and LEDES codes, and accept online payments via client portals.
  • Case Management: Organize case details, manage tasks, and store documents securely.
  • Trust Accounting: Handle trust and operating accounts with IOLTA-compliant tools.
  • Legal Calendaring: Schedule events, tasks, and deadlines, with calendar synchronization.
  • Client Intake and Conflict Checks: Use customizable intake forms and perform conflict checks to ensure compliance.
  • AI-Powered Document Generation: Create templates, generate documents, and summarize case files using AI.
  • Integrations: Connect with QuickBooks, Xero, Google Workspace, Office 365, Dropbox, Box, and more.

Product Details

Pricing
Freemium
Deployment
Cloud
Location
🇺🇸 Saratoga, United States
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