CaseFox

I previewed / used the free trial of several different billing and case management software systems in the market. At a former firm I’ve personally used a leading industry software and CaseFox by far is a superior product to everything I have used. It is incredibly simple to set up, and integrates seamlessly with my google suite and lawpay. I personally use google drive for my document management (but they also integrate with DropBox and other clouds) and with CaseFox it connects my employees to the drive through the software so we’re all working on the same document and there’s no overlap. The billing is incredibly easy and again is connected to my LawPay account so I don’t have to go to multiple places when billing or confirming payments. There is a client portal that I don’t use as much as I would like but the clients who do use it say that it is simple to log in and use. 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. Customer service has always responded timely. The price of this software is where CF really stands apart- I was worried when I originally signed up that I would be receiving a substandard product. I had resigned myself because I wasn’t willing to commit to high fees every month with other products. I was surprised and happy to discover that CF is just as good and better in some aspects than other products I’ve used, for half the price.

The only issue I come across occasionally is ease of use. There are a lot of functions in CaseFox and the normal billing and setting up a file is easy. Linking my google drive and/ or bank accounts hasn’t been as easy and requires a deeper dive into the software. Setting up these functions weren’t as user friendly but customer service was helpful and my younger employee got it worked out.

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

The tool would be much more flexible if there were two environments for the lawyer and the expert. There are a number of tasks that the forensic expert does not need to interface with but many of the tasks overlap with the legal side and it would be nice to have a way to eliminate the ones of no interest.

I also find the expert is often retained by a third-party and works for the lawyer, but invoices the third-party. The software data model does not appreciate this scenario. The work arounds are kludgy.

Nothing. I am writing the rest of this to fulfill the minimum text requirement.

The interface changed and its completely unusable, clunky, unworthy, and confusing. If I could fire Casefox today, I would, but you have all my data, so I I can't.

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

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