CaseFox Features

CaseFox

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

4.66/5 (87 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting
Accounting Integration
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Automatic Backup
Automatic Billing
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
CRM
Calendar Management
Case Management
Case Notes
Client Database
Client Management
Client Portal
Collaboration Tools
Communication Management
Conflict Management
Conflict Tracking
Contact Database
Contract/License Management
Customer Database
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Docket Management
Document Automation
Document Capture
Document Generation
Document Management
Document Storage
Document Templates
Electronic Payments
Email Management
Expense Tracking
File Sharing
For Legal Professionals
Full Text Search
General Ledger
Indexing
Invoice Management
Invoice Processing
Legal Case Management
Matter Management
Microsoft Outlook Integration
Multi-Location
Phonetic Search
Process/Workflow Automation
QuickBooks Integration
Real Time Data
Recurring/Subscription Billing
Relationship Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Self Service Portal
Spend Management
Status Tracking
Summary Reports
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Trust Accounting
Two-Factor Authentication
Vendor Management
Version Control
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Accounting
Accounting Integration
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Automatic Backup
Automatic Billing
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
CRM
Calendar Management
Case Management
Case Notes
Client Database
Client Management
Client Portal
Collaboration Tools
Communication Management
Conflict Management
Conflict Tracking
Contact Database
Contract/License Management
Customer Database
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Docket Management
Document Automation
Document Capture
Document Generation
Document Management
Document Storage
Document Templates
Electronic Payments
Email Management
Expense Tracking
File Sharing
For Legal Professionals
Full Text Search
General Ledger
Indexing
Invoice Management
Invoice Processing
Legal Case Management
Matter Management
Microsoft Outlook Integration
Multi-Location
Phonetic Search
Process/Workflow Automation
QuickBooks Integration
Real Time Data
Recurring/Subscription Billing
Relationship Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Self Service Portal
Spend Management
Status Tracking
Summary Reports
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Trust Accounting
Two-Factor Authentication
Vendor Management
Version Control
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting
Accounting Integration
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Automatic Backup
Automatic Billing
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
CRM
Calendar Management
Case Management
Case Notes
Client Database
Client Management
Client Portal
Collaboration Tools
Communication Management
Conflict Management
Conflict Tracking
Contact Database
Contract/License Management
Customer Database
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Docket Management
Document Automation
Document Capture
Document Generation
Document Management
Document Storage
Document Templates
Electronic Payments
Email Management
Expense Tracking
File Sharing
For Legal Professionals
Full Text Search
General Ledger
Indexing
Invoice Management
Invoice Processing
Legal Case Management
Matter Management
Microsoft Outlook Integration
Multi-Location
Phonetic Search
Process/Workflow Automation
QuickBooks Integration
Real Time Data
Recurring/Subscription Billing
Relationship Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Self Service Portal
Spend Management
Status Tracking
Summary Reports
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Trust Accounting
Two-Factor Authentication
Vendor Management
Version Control
Workflow Management
Learn moreCompare App

Mobile apps

iOS App


2 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


22 reviews

CaseFox Feature Reviews

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

Anonymous
(Information Technology and Services company, 51-200 employees)

Excellent billing software

2018-09-28

overall casefox is very good and easy to use billing software.we can try it in free plan.

Pros

casefox is easy to use and good billing software.we not need to install and setup casefox software on our system because its maintain on cloud so we and client and access casefox software on any platform.casefox can manage all client billing rates ,document, and phone calls.casefox integrate with some famous tools like google drive, dropbox , office 365 and paypal.

Cons

sometimes its difficult to transfer billing entry from one case to another.casefox user interface design can be more beatiful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christie R.

Great product for an even better price

2021-02-05

CaseFox has made the management of my law practice seamless and easy.

Pros

I appreciate the ability to purchase stand alone services (such as more users, more storage etc.) instead of being forced to pay for services I don’t use.

Cons

There are a lot of functions in CaseFox and the normal billing and setting up a file is easy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseFox


We are pleased to receive such valuable feedbacks from our clients. Thank you so much, Ryan for taking out some time and write this important and useful review which can benefit everyone! Well, we'll work on the loopholes you pointed out for a better user experience

Read more
Tom K.

Works well and easy to use

2020-10-06

My overall experience with CaseFox has been great, it filled a gap in my practice software needs perfectly and now makes me look 100x more professional when dealing with complex cases.

Pros

I like that CaseFox contains all of the features I would need for basic case management in their free offering.

Cons

Unfortunately CaseFox is undergoing a redesign, whilst this does not have a major effect if you stick to one version and use it there can be problems when changing to the new version as it doesn't have all of the same features as the old one and reformats some of the reports.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseFox


Thankyou Tom, for your balanced and fair review. We're happy that your experience with CaseFox went smoothly. Also your feedback helps us get better. We are looking into the issue and hope to resolve it promptly and accurately.

Read more
Joe J.

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
Hyrum M.

Very powerful tool with just a little bit of experience.

2015-09-24

This is an excellent tool for all of my case tracking and organization.

Rating breakdown

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

product review

2020-07-07

We are very happy with the product

Pros

We have used software far more expensive for case management, which did not have the ease of use and functionality of Casefox.

Cons

The improvement I would like to see are more tutorials on youtube in regards to the advance features of the software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Muhammad T.

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: Occasionally

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.

Read more
Murtaza S.

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
Daro P.

The Best Case Management / Billing software on the market (for the price), Hands Down!

2021-05-28

Originally when we were searching for a case management/billing software, I tried about 20 different software's.

Pros

It is very diverse and with all of the features to add time and manage cases (mobile, tablet, web with 2 different UI's, text service) our teams billing's and accuracy has improved by more than 15%.

Cons

I want to preface this by first saying that we have found ways around this and and is working great!... I wish there was more customizations to users. They have 5 settings which is great and one of them you can turn off and on functions for the user (office secretary), just for our specific use and workflow, a few more customizations would be a great resource.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseFox


Hi Daro, We really appreciate your detailed review and you taking out your time to have it all here!
Also, we will surely make your suggested changes done soon, so that you have a more seamless user experience!

Read more
Donn L.

Law Firm review

2021-05-27

Pros

We like the ease of use for all employees, each having their own log-in access and ability to run personal reports.

Cons

The only issue we have encountered is the ability to set different types of billing for different clients.

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


Dear Donn,

Thanks so much for sharing your experience with us. We'll definitely use your feedback to make some important changes!

Read more
Anonymous
(Law Practice company, 11-50 employees)

billing software for legal practice

2019-03-25

Pros

IT is very good to keep tracking of the amount of money produces per case per client.

Cons

I wouldn´t change anything about this software however we find another software similar to this one that we are using currently but it has almost the same features of casefox.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

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

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
Jonathan B.

Amazing, cost-effective case management and billing software

2020-07-07

We have tried out literally 4-5 different practice management software solutions over the years, and we have finally found one that is simple, straightforward, and cost-effective.

Pros

User-friendly, intuitive, easy to fix mistakes...and, of course, the price.

Cons

Occasional bugs and glitches, which aren't a big deal because I've always been able to find a work-around.

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
Jill F.

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
Saifullah S.

Its a good product.

2020-07-07

It has made things easy for me, although I m not a lawyer but I have learned it very soon.

Pros

Casefox is easy to use and is user friendly.

Cons

The case category reporting should be developed further.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Julie L.

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.

Read more
Sonja A.

Irreplaceable Product!

2021-06-09

It has all the features that a small law practice such as mine need to be efficient and to maintain proper records on clients and trust funds.

Pros

I love the financing and case load tracking and recording aspect of this software the most.

Cons

Automatic case numbering.

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


Hello Sonja,

Shared experiences like yours about CaseFox, really matter a lot. We hope to continue in helping you with your hectic billing and automated law practice!

Thank you!

Read more
Kristine E.

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
Anonymous
(Law Practice company, 1-10 employees)

Way better than the ones I have used

2020-07-07

Pros

Casefox offers the ability to customize the invoices, billing codes, the case information and offers great bang for buck.

Cons

While Casefox does offer the option of selecting a more modern looking interface, the look of the default interface which seemed somewhat messy and old has grown on me over time.

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
Teresa C.

Increased accuracy of my billing tremendously

2021-01-02

Pros

As a solo practitioner that only takes a few cases a year, the time tracking and billing features were very important to me.

Cons

The online training was weak, but the program is reasonably intuitive and has good examples.

Rating breakdown

Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseFox


Hey Teresa, Thank you for your kind words
We'll really appreciate lawyers like you taking out their valuable time and write something good for us.
For improvements, we would work on the customer support and the online training which you suggested.
Once again, thank you

Read more
Daniel C.

With some tweaks, CaseFox would work better for forensic investigators and expert witnesses.

2020-12-01

I have only experience one system outage in the 2+ years I have been using the software. Unfortunately, such an occurrence happens at the most inconvenient times.

Pros

The linkages within the software allow it to play well in the office tools environment. Integrations to MSOffice, Quickbooks and Dropbox are well accepted.

Cons

I also find the expert is often retained by a third-party and works for the lawyer, but invoices the third-party.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from CaseFox


Thank you Daniel for this helpful review, we appreciate the fact that you spared your time out to review us with such details. We would surely work on the same as mentioned by you.

Read more
Nathan S.

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
Boaz W.

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 L.

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

2015-10-29

Pros: Great customer service, great price for online billing software which is a plus for a small firm, great that you can access your time and billing from a browser.

Rating breakdown

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

Better than the rest, at a fraction of the cost!

2021-05-28

Pros

Oh, and they have two separate UI (user interfaces) - the classic and the modern.

Cons

As with all the legal billing software out there, I wish CaseFox also had a full-charge accounting suite built in.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseFox


Hi Margaret,

Thank you for considering us in the lot of many others out there. Your 5 star review really helps us grow. We really value your feedback!

Read more