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Description
CaseFox is a powerful, all-in-one legal billing and practice management platform designed for law firms of all sizes, attorneys, CPAs, consultants, investigators, accountants, and corporate legal teams. Streamline your legal operations with time and expense tracking, automated billing, invoicing (including LEDES), bulk invoice generation, and secure online payments—all while ensuring compliance and reducing administrative overhead.
Boost efficiency with AI-powered document generation and analysis, simplifying the creation and review of legal documents. Manage cases seamlessly with client intake forms, conflict checks, case management tools, task tracking, and legal calendaring. Stay organized with document management, client portals, and advanced reporting for data-driven decision-making.
Integrate effortlessly with Microsoft Outlook, Google Suite (Docs, Drive, Calendar), QuickBooks, Xero, OneDrive, PayPal, LawPay, Keap, and iCal to centralize workflows. Whether you're a solo practitioner or a large legal team, CaseFox adapts to your needs with scalable, secure, and user-friendly solutions that save time and increase profitability.
Why Choose CaseFox?
✅ Cloud-based – Access anytime, anywhere
✅ End-to-end automation – Reduce manual work
✅ Seamless integrations – Works with tools you already use
✅ Scalable – Perfect for solo attorneys to large firms
Optimize your legal practice today with CaseFox—the smarter way to manage billing, cases, and client workflows.
Description
DecisionVault facilitates the collection of client information and management of cases for law firms specializing in Trust & Estates. Clients engage with an online questionnaire accessible via mobile devices or laptops, where they can submit information about individuals and assets pertinent to their estate plans. They have the ability to modify details and upload necessary documents until the firm finalizes the matter for drafting purposes.
The law firm benefits from a centralized view of each case's contacts, assets, and responses, along with the capability to export a comprehensive asset overview into a formula-driven Excel sheet and prepare design sheets for meetings with attorneys. Integrations with various platforms such as WealthCounsel, Interactive Legal, Clio, MyCase, and LEAP allow for the synchronization of selected matter data, effectively minimizing the need for redundant data entry.
Staff members can oversee the progress of matters from the initial invitation stage to the signing phase, identify any missing information, and utilize automated reminders for timely follow-ups with clients, ensuring a smooth workflow throughout the process. This systematic approach not only enhances efficiency but also significantly improves client engagement and satisfaction.
API Access
Has API
No
API Access
Has API
Yes
Integrations
8am MyCase
No
Box
Yes
Clio
No
Dropbox
Yes
Gavel
No
GoHighLevel
No
Google Calendar
Yes
Google Docs
Yes
Google Drive
Yes
HubSpot CRM
No
Integrations
8am MyCase
Yes
Box
No
Clio
Yes
Dropbox
No
Gavel
Yes
GoHighLevel
Yes
Google Calendar
No
Google Docs
No
Google Drive
No
HubSpot CRM
Yes
Pricing Details
$45 Monthly & $39 Yearly
- Unlimited Cases
- 10GB Storage
- SMS Timekeeping
- Premium Features
- Integrations Included
- Two-Factor Authentication
- 10GB Storage
- SMS Timekeeping
- Premium Features
- Integrations Included
- Two-Factor Authentication
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CaseFox
Founded
2010
Country
United States
Website
www.casefox.com
Vendor Details
Company Name
DecisionVault
Founded
2020
Country
United States
Website
decisionvault.com
Product Features
Conflict Checking
Case Management
Yes
Client Database
Yes
Data Import / Export
Yes
Full Text Search
No
Indexing
No
Phonetic Search
No
Preemptive Conflicts Search
No
Relationship Tracking
No
Enterprise Legal Management (ELM)
Contract Lifecycle Management
No
Document Management
Yes
Legal Automation
Yes
Legal Spend Management
Yes
Legal e-Billing
Yes
Matter Management
Yes
Reporting / Analytics
Yes
eDiscovery
No
Law Practice Management
Billing & Invoicing
Yes
CRM
No
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
No
Document Management
Yes
Email Management
No
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
Yes
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Calendar
Case Defined Timekeepers
Yes
Completion Tracking
No
Conflict Management
Yes
Multi-Office
No
Reminders
Yes
Rules-Based Scheduling
Yes
Staff Calendar
Yes
Status Tracking
No
Task Management
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
Yes
Document Indexing
No
Document Tagging
Yes
Full Text Search
No
Version Control
No
