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Average Ratings 0 Ratings

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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

Enhance your decision-making skills across all facets of your business daily by leveraging insights and expertise from our seasoned consultants! Gain access to essential resources tailored for today's small business, all conveniently located in one place to aid in marketing efforts and boost sales! Develop a thorough business plan for your organization while discovering and generating the crucial documents necessary for its operation! Participate in monthly webcasts featuring discussions with business experts and seasoned entrepreneurs, offering valuable strategies and insights for practical business challenges! Our dedicated team will ensure you are paired with the most suitable consultant based on your geographical location, language needs, and specific legal requirements. Members enjoy a generous 40% discount off the standard rates of attorneys, and various services are available at no charge, including initial consultations and document reviews. This service covers a wide array of issues, including employment law, intellectual property, tax regulations, workers' compensation, and registered agent assistance, among others. By taking advantage of these resources, you can position your business for sustained growth and success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

8am LawPay
Box
Dropbox
Google Calendar
Google Docs
Google Drive
Keap
Microsoft OneDrive
Microsoft Outlook
PayPal
QuickBooks Online
Xero

Integrations

8am LawPay
Box
Dropbox
Google Calendar
Google Docs
Google Drive
Keap
Microsoft OneDrive
Microsoft Outlook
PayPal
QuickBooks Online
Xero

Pricing Details

$45 Monthly & $39 Yearly
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CaseFox

Founded

2010

Country

United States

Website

www.casefox.com

Vendor Details

Company Name

Tarkenton Companies

Country

United States

Website

upnetic.com

Product Features

Conflict Checking

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Alternatives

Alternatives

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