CaseFox Features List

CaseFox Reviews

CaseFox

Timekeeping, Billing, Trust Accounting, Case Management

4.74/5 (50 reviews)
459

CaseFox Feature Summary

  • Time Tracking
  • Timekeeping
  • Expense Tracking
  • Case Note Management
  • Case Document Management
  • Conflict Checking
  • Trust Accounting
  • Case Management
  • Phone Message Tracking
  • Discovery Tracking
  • Google Integration
  • Reporting/Docketing/Calendaring
  • Rele Based Access
  • Different Staff Rates For Different Cases
  • Contract Staff Limited Access
  • Invoicing
  • LEDES Support
  • Fee Splitting Rules
  • Automatic Invoice Generation
  • Task Management
  • Accounting Integration
  • QuickBooks Integration
  • Xero Integration
  • LawPay Integration
  • Online Client Portals
  • Document Management
  • Tasks Management
  • Billing and Invoicing
  • Quick Time Entries
  • Preconfigured and configurable UTBMS codes
  • Time & Expense Tracking
  • Billable/Non Billable Time Tracking
  • Rich Reporting
  • Automatic Backup
  • Activity Dashboard
  • Role Based User Access
  • Contract Staff Limited Access
  • Vendor Management
  • Ledger
  • Custom Fields
  • Phone Call Management
  • Case Tasks
  • Evidence Mapping
  • Rule Based Calendaring
  • Timer
  • Box Integration
  • Dropbox Integration
  • QuickBooks Online
  • Google Drive
  • Two Step Authentication

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Calendar Management (65 other apps)
Client Portal (46 other apps)
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Drag & Drop Interface (47 other apps)
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Inventory Tracking (43 other apps)
Invoice Management (70 other apps)
Quote Management (46 other apps)
Reporting & Statistics (65 other apps)
Third Party Integration (56 other apps)

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Mobile apps

iOS App


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Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


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CaseFox Feature Reviews

25 reviewers had the following to say about CaseFox's features:

Joe Jacobsonf

We have used CaseFox for over 3 years. It improved greatly in that time. Easy to use.

2018-02-07

Easy way to keep track of time and bill our clients.

Pros

Easy to use. Easy to set up.

Cons

Does not automatically generate reminder bills in matters with no recent activity. The available reports do not provide all of the information I want it and I do not have the skill to customize the reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter Vlautin

EASY AND EFFICIENT WAY TO KEEP TRACK OF ATTORNEY BILLING

2018-01-18

Pros

CAN ACCESS FROM ANYWHERE-EASILY ABLE TO IMPORT DOCUMENTS TO THE INVOICE-EASY TO TRANSFER TO CLIENTS.

Cons

WOULD LIKE AN AUTOMATIC BACK UP TO THE CLOUD

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseFox


Thank you for your candid review. We really appreciate hearing both pros and cons and we consistently make improvements based on feedbacks we receive from our esteemed customers. BTW, if a dropbox or box account is linked to your CaseFox account, daily/monthly backups are automatically and transparently stored in your own cloud storage account.

Read more
Nevrivy Patent Law Group

Easy to use, efficient and feature rich

2012-10-05

The user interface is easy to operate, and there are several features which have improved our timekeeping, invoicing and payment tracking efficiency.

Source: GetApp
0 of 1 people found this review helpful
Helpful?   Yes   No
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Nathan Shoff

Excellent service at a great price!

2016-07-24

When I first started out as a solo practitioner, CaseFox was a huge help in quickly and easily tracking my time, billing my clients and managing my accounts.

Pros

The time tracking & billing features are seamless and very intuitive to use.

Cons

It would be nice if the ledger "learned" what certain recurring payments I input are, so that they are categorized properly in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering CaseFox

Again, a great service at a really good price. It doesn't take too long to get the hang of it.

Source: Capterra
Helpful?   Yes   No
Read more
Mateus Mosse

I love CaseFox, but I wanted it in Portuguese

2017-01-01

I have translated the invoice text, but these settings apply only to simple PDF invoice format which is not good to be presented to clients.

Pros

Just a very good software.

Cons

This makes it difficult for me to use the software for invoicing as I cannot present reports or invoices in English in my country

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

3/10

Recommendations to others considering CaseFox

Please add language options or, at least, make the invoice translation to apply to the normal PDF which has a good format. I can help translate the software.

Source: Capterra
Helpful?   Yes   No
Read more
Julie Lopiccolo

Good Affordable Billing System

2015-09-22

Easy to use and produces many useful reports including reports that can be imported into Quick books.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from CaseFox.com


Thank you for your feedback. Invoices can be searched by numbers on the Dashboard. Also, more preferred way is to simply go to the matter where you will see all invoices right upfront. When an invoice is edited, yes the invoice is updated in real time. Keeping old copies of invoices would unnecessarily complicate the user interface and cause confusion and will be prone to mistakes as a user may actually send a wrong version of invoice to client.

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Murtaza Sutarwalla

Very good software (use it for billing and invoicing, and tracking lawyers' times).

2015-09-23

Would be nice to have more 3rd party integration 3.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Boaz Weintraub

Easy, affordable bare bones billing program

2015-02-04

Casefox is a user friendly low cost alternative cloud based time and billing program with some very useful features such as integration with google contacts, calendar and tasks, batch invoicing, and conversion to zero and quickbooks.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mandy Leigh

Have used Casefox for a bit now. Customer service is great.

2015-10-29

Cons: There are some actions that could be made easier like drop down menus for ease of client matter access, no real prebill function, at first the dashboard and figuring out some of the features and how they work seem cumbersome but once you're familiar with the program it's pretty straightforward.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jill Forcier

Awesome software for home businesses

2017-03-22

I also love the capabilities of making the invoices my own and tracking my own file numbers plus entering all trust funds right into Casefox.

Pros

I am also able to format the things that I need; file numbers, backdating, and especially being able to track with my calendar is great.

Cons

I would also like the capability to streamline the Invoice fields to the names of what I know.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering CaseFox

I love the fact that you could make this software work for any business; legal, medical and even the small business at home could use this it works with Quickbooks and you can make it look like your own business with your letterhead. By the way after 3 years of using the software just last Christmas I found the function of making my own codes; it was the greatest thing I have found and now I am making my own codes so I know exactly what I did on that particular day and how. Awesome detail!

Source: Capterra
Helpful?   Yes   No
Read more
Hyrum Miller

Very powerful tool with just a little bit of experience.

2015-09-24

Complexity should be expected in any product that has the ability to handle case management, hour tracking, client billing, and all of the other day to day responsibilities of a law office.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jim Casimir

A great way to make money

2016-08-24

I had been tracking chargeable time on a spreadsheet, and summarizing on the monthly invoices. This software has made thousands of dollars for us in capturing consultant time.

Pros

It tracks time and charges perfectly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering CaseFox

If you are a small accounting or law firm and you don't have Case Fox you are missing the boat

Source: Capterra
Helpful?   Yes   No
Read more
Katie Peterson

Great product, great price and customizable!

2015-10-07

The software it great and I love that it is customizable. There have been many times that I have contacted CaseFox support asking them for something that didn't currently exist and within hours they added in the new feature for me.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jeff Rifleman

Quality Product. Excellent Service.

2015-09-23

Invoicing and acceptance of payment (PayPal) is straight forward and hassle-free.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Peter Berk

Perfect for our small law office

2016-03-11

Have gotten several compliments from clients on the appearance and clarity of our invoices.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Donna Landry

Perfect for law firm billing!

2015-09-22

There's no having to "export" time entries at the end of the month.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Sam English

We switched to this software and its unbelievable the ease in billing.

2018-01-20

Pros

Its tracks all your billing with complete simplicity.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Derrick Kapchinsky

Helpful With Client Data Importation

2015-11-12

We are in the midst of importing all of our client data into CaseFox, and while it seems as though that process could be simpler, the customer support team has been fantastic in assisting us throughout this process.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Brian Ponder

Very simple efficient system to keep time.

2016-01-21

Keeping track of billable hours is not a chore with CaseFox's intuitive software.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Christina Pitchford

Great product, very intuative and staff is always ready to help!

2015-09-22

I want to see a calendar that has just my time.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from CaseFox.com


Thank you for your feedback. We will try to follow your suggestions. We can easily set your account so that you see your entries only in your Calendar view.

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Ryan Schwank

Does almost everything, and did it well.

2015-09-22

In fact, one of my very first experiences with their customer support was calling in to ask if it was possible to create a user role that offered limited access to case files But which had the power to injure phone calls memos and other billing line information for me.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
john polakas

Easy time/expense record keeping

2015-09-22

CaseFox is simple to use and track clients, tasks, hours and expenses.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kristine Eckley

So helpful!

2017-12-05

Streamlined time/expense entries, accounting info, etc.

Pros

We are a small firm but I asked a ton of questions and the support team was always there, going above and beyond what I ever expected. Switching software can be a nightmare but they definitely are there to help keep things in order. Highly recommend!

Cons

For our firm the use of cases/clients can be confusing but I can see how it would be helpful for other firm types.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
George Hampton

Just what we needed

2016-01-11

When my partner and I started our law firm 10 years ago there were only a couple of options for time and billing software so we chose the one that spent the most on advertising to small firms.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from CaseFox.com


iOS app has been submitted to Apple. Should be live next week. Thank you.

Read more
Jim Casimir

This is the greatest improvement to the operation of our practice the last five years.

2015-10-12

We had been preparing invoices on our own spreadsheet system and missing a lot of hours.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more