Web-based legal billing software for lawyers, CPAs, & more
4.6/5 (59 reviews)CaseFox (a SaaS) is an easy to understand and learn Web-based timekeeping and billing software. CaseFox offers a simplified approach to handling many routine (yet important) time tracking, time based invoicing/billing, task management, case management and trust accounting tasks. CaseFox can be used by attorneys, CPAs, Web designers, consultants, expert witnesses, contract attorneys, and other hourly billing professionals. CaseFox offers multi-currency support and incorporates useful features for professionals that bill their clients for services. Entered time tracking data, trust fund transactions, clients and case list can be exported in Microsoft Excel format. Role based user management would allow you to control your staff's and contract attorneys' access to cases and to configure different hourly rates for each case (matter). Supports hourly, cap/fixed fees billing.
Pros
The functionality of the software and I can access it anywhere at any time with a wifi connection. 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 wish you could upload all of my emails and documents to casefox to keep all files together; I have to have a separate drive for that (Google Drive), it isn't making me leave the software but it would be helpful if your software could have downloadable capabilities of all file types; pdf especially. I would like to able to open the client's file and all the documentation that is associated with that client. I would also like the capability to streamline the Invoice fields to the names of what I know. For example Government #: we don't have a government number except for hst/gst and that has to be at the end of the invoice anyway. But I would love to change the field to Court Location.
Accounting, especially trust accounting, batch invoicing, entering time - I wasn't going to use a software for case management but now that I've been using CaseFox and it is so easy and accurate I am going to keep using it for case management, tasks, calendaring, etc.
Pros
It is sooo easy to use, very intuitive, has every feature you would want, set-up is a breeze, no demo even required, no sales people to talk to trying to sell you on it, extremely affordable, links to google, outlook, quickbooks and more. I just love it! I tried trial versions of a ton of other programs and was quickly frustrated. Not with CaseFox. I am surprised more people aren't using it, but I'm sure they will be soon.
Cons
A "desktop" or hybrid desktop version would be cool.
Pros
CAN ACCESS FROM ANYWHERE-EASILY ABLE TO IMPORT DOCUMENTS TO THE INVOICE-EASY TO TRANSFER TO CLIENTS. GOOD VALUE FOR THE PRICE SUPPORT IS ALWAYS AVAILABLE
Cons
WOULD LIKE AN AUTOMATIC BACK UP TO THE CLOUD
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.
Easy way to keep track of time and bill our clients.
Pros
Easy to use. Easy to set up. Customer support very responsive. If something does not work the way we want it to, we contact them, and they make it happen.
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.
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.
Basic (up to 4 cases/matters and 2 users): Free
Silver (up to 25 cases/matters and 4 users): $10/month
Gold (up to 50 cases/matters and 4 users): $20/month
Platinum (unlimited cases/matters and 4 users): $53/month
A discount is offered on annual billing.
CaseFox offers a rich feature set at a very affordable price. The user interface is intuitive and easy to use. Users are not forced to jump from screen to screen for completing routine timekeeping and invoicing tasks.
Below are some frequently asked questions for CaseFox.
CaseFox offers the following pricing plans:
Starting from: US$10,00/month
Pricing model: Free, Subscription
Free Trial: Available
Basic (up to 4 cases/matters and 2 users): Free
Silver (up to 25 cases/matters and 4 users): $10/month
Gold (up to 50 cases/matters and 4 users): $20/month
Platinum (unlimited cases/matters and 4 users): $53/month
A discount is offered on annual billing.
CaseFox offers the following features:
CaseFox has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business
CaseFox supports the following languages:
English
CaseFox has the following pricing plans:
Free, Subscription
CaseFox supports the following devices:
Android, iPhone
CaseFox integrates with the following applications:
Box, Dropbox, Google Calendar, Google Drive, Microsoft Excel, PayPal, QuickBooks, QuickBooks Online
CaseFox offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support
I have been using Casefox for approximately 3 years now. I have had no major issues with the software that wasn't fixable by Casefox immediately. The price is more than reasonable for all the flexibility you get in this software. It tracks everything. 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. It helps me with my daily run of my business in the legal field and I highly recommend this software to any small business. The best part is going on vacation and having the ability to login from any wifi free establishment with ease. Thank you Casefox for making my business run smoothly. Your Customer Support is awesome and very kind. They have always been able to help me and it's not because your software has malfunctioned; if I have a question on how to do something within Casefox and do not understand the help tutorial; you are there to assist. I appreciate that!