CaseFox is a comprehensive, cloud-based legal practice management and billing software designed to streamline operations for solo practitioners, small, mid-sized, and large law firms, as well as CPAs, consultants, and investigators. Trusted by over 25,000 legal professionals since 2011, the platform offers a full suite of features built to increase billable hours and improve efficiency.
Key Features and Capabilities:
- Legal Billing & Invoicing: Supports professional invoicing, including industry-standard LEDES and UTBMS codes, bulk invoice generation, and multilingual bills.
- Time & Expense Tracking: Features accurate timekeeping via an automatic timer, manual entry, mobile apps, and even SMS timekeeping.
- Case & Client Management: Centralizes all case and client information, including notes, documents, and financial data.
- AI-Powered Tools: Includes AI Document Generation & Analysis to help users draft and review legal documents faster using customizable templates.
- Trust Accounting: Provides tools to manage multiple trust and operating accounts, ensuring compliance with regulatory guidelines.
- Client Portal: Offers a secure portal for clients to access case updates, view invoices, and make online payments.
- Conflict Check: Features a built-in tool to instantly check for conflicts of interest across the entire database during the client intake process.
Benefits: CaseFox is highly valued for its cost-effectiveness, offering a "Free Forever" plan that includes access to all Pro features for up to two users and four cases. It is praised for its user-friendly interface and ability to consolidate multiple administrative tasks—such as billing, document management, and client communication—into one secure, accessible platform.