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.
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