CaseFox Features List

CaseFox

Web-based legal billing software for lawyers, CPAs, & more

4.71/5 (51 reviews)

CaseFox Feature Summary

  • Time tracking
  • Timekeeping
  • Case note management
  • Conflict checking
  • Trust accounting
  • Phone message tracking
  • Discovery tracking
  • Google integration
  • Reporting/docketing/calendaring
  • Invoicing
  • LEDES Support
  • Fee splitting rules
  • Xero Integration
  • LawPay Integration
  • Quick time entries
  • Preconfigured and configurable UTBMS codes
  • Phone call management
  • Case Tasks
  • Evidence mapping
  • Rules-based calendaring
  • Timer
  • Recurring billing
  • Expense tracking
  • Time tracking by client
  • Case management
  • Time / task reporting
  • Case document management
  • Role-based permissions
  • Multiple billing rates
  • Access controls
  • Billing & invoicing
  • Task management
  • Accounting integration
  • Quickbooks integration
  • Time & expense tracking
  • Self service portal
  • Billable/non-billable hours tracking
  • Automatic backup
  • Vendor management
  • Activity dashboard
  • Ledger
  • Two-step authentication

Legal & Law Feature Comparison

Most popular features of all Legal & Law apps

API (19 other apps)
Activity Dashboard (34 other apps)
Automatic Notifications (17 other apps)
Automatic Reminders (26 other apps)
Billable Hours Tracking (19 other apps)
Billing & Invoicing (24 other apps)
Calendar Management (22 other apps)
Case Management (31 other apps)
Custom Fields (17 other apps)
Customizable Templates (17 other apps)
Document Assembly (17 other apps)
Document Storage (26 other apps)
Document Templates (22 other apps)
Email Integration (17 other apps)
Invoice Management (21 other apps)
SSL Security (21 other apps)
Search Functionality (23 other apps)
Task Tracking (18 other apps)
Time & Expense Tracking (20 other apps)
Time Tracking by Client (20 other apps)

Competitor Feature Comparison

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
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Muhammad Tasleem Qadri

Most comprehensive software for legal practitioners and law firms to manage their business

2018-07-03

Its a comprehansive crm amd billing software for Law firms

Pros

Multiple online payment options for getting payments from clients Google calendar syn and other software like outlook and ical are value added feature

Cons

Its difficult to search for any features unless you go through the documentation and explore every feature of software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Other

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from CaseFox


Thank you for your review. We are going to launch a new interface soon.

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Jill Forcier

Awesome software for home businesses

2017-03-22

It helps me with my daily run of my business in the legal field and I highly recommend this software to any small business.

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
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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.

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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
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
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
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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
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
Donna Landry

Perfect for law firm billing!

2015-09-22

One of the best features is that different staff members can access cases to enter their time, and the entries/updates are immediate.

Rating breakdown

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

Good Affordable Billing System

2015-09-22

Also, you cannot search by bill number, which is frustrating.

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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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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Nevrivy Patent Law Group

Easy to use, efficient and feature rich

2012-10-05

Our firm has been using CaseFox now for a few months, to accommodate the needs of one of our clients who requested LEDES compliant invoices. However, we have been so pleased with CaseFox that we have migrated all of our timekeeping/invoicing over to this platform for all of our clients.

Source: GetApp
0 of 1 people found this review helpful
Helpful?   Yes   No
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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
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
Jeffrey Fink

Outstanding customer support!

2017-01-11

My corporate clients are now requiring LEDES formatted bills. My existing billing program did not have LEDES format.

Pros

Full functionality. Easy to use.

Cons

None so far.

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

Recommendations to others considering CaseFox

Outstanding customer service.

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
Murtaza Sutarwalla

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

2015-09-23

Back-end document management system & integration could be better -- only shows main folder, not subfolders 2.

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

The program itself is fairly easy (though some things are missing or could run more efficiently) especially once users get used to the dashboard and overall interface.

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

We tried several other billing applications before we found Casefox, and this product is heads and shoulders above all of them.

Rating breakdown

Ease of use
Customer support
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
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
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
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
George Hampton

Just what we needed

2016-01-11

Since then, we evaluated various practice management programs, but nothing seem to fit our practice.

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.

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