What does the legal case management system do?

Legal case management software is a comprehensive solution designed to streamline and optimize various tasks within a law firm. It typically includes features such as document management, event and date tracking, billing integration, and secure communication tools. These functionalities collectively enhance organization, facilitate collaboration among team members, and ensure that critical case details are managed efficiently from start to finish.

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Legal Case Management Software

Law Firm Case Management System

Your all-in-one cloud-based case management software for lawyers integrates time entries, documents, billing, calendar events, and tasks for effortless law firm management – a seamless workflow for legal billing, document management, and case features.

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Take Total Control of Your Cases with Robust Legal Case Management Software

From centralized access to real-time updates, CaseFox ensures you stay in the driver's seat throughout the entire legal process.

Efficient Law Firm Case Management

Take command of your cases effortlessly. Define case stages, apply tags for easy tracking, and organize crucial documents with custom stages and fields. Seamlessly manage your legal journey from start to finish.
Precision in Time and Expense Tracking

Streamline your workday with precise timekeeping and expense tracking. Keep tabs on billable hours and reimbursable expenses, ensuring accuracy and efficiency in your legal practice.
Simplified Legal Billing Processes

Simplify your financial processes with intuitive invoicing and seamless payment tracking. Generate invoices effortlessly, receive payments promptly, and keep your firm's financial engine running smoothly.
Effective Legal Calendaring

Efficiently manage your schedule with a feature-packed calendar. Juggle events effortlessly, synchronize with Google and Outlook, and establish your calendar rules for a well-organized and structured legal practice.

Transparent Ledger and Accounting

Navigate financial transactions with ease, especially when dealing with trust accounts. CaseFox ensures that your financial management is secure, transparent, and in compliance with legal standards.
Comprehensive Document Control

Tailor your document templates to meet your specific needs. CaseFox provides a customizable document management solution, putting you in control of the paperwork essential for your cases.
Team Optimization and Insightful Reporting

Optimize your team's performance with features like role-based access & add custom hourly rates for staff. Dive into advanced reports for insightful analytics, empowering your firm with data-driven decision-making.

Stories Of Success

-Christie, Attorney-at-Law in USA

CaseFox has made the management of my law practice seamless and easy. 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...

-Samantha, Paralegal in US

I really enjoy how easy it is to navigate around the pages and how easy it is to understand what things are. If you aren't sure what something is, there is always an icon that helps explain the feature. I love this software...

-Daro, Vice President in US

Originally when we were searching for a case management/billing software, I tried about 20 different software's. CaseFox is hands down the easiest, well organized, versatile, customizable one I tried in our price range...

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Simplify, Organize & Achieve Effortless Case Management with CaseFox!

From streamlined data entry and secure communication to intuitive progress tracking and customizable features, CaseFox empowers you to focus on what truly matters—delivering exceptional legal services.

Centralized Access Anywhere

Effortlessly manage your cases by adding them to CaseFox and accessing them from anywhere. Whether you're in the office or on the go, stay connected to your cases with ease.
Add Detailed Case Information

Add comprehensive case details to ensure nothing is overlooked. CaseFox allows you to store and organize all relevant information efficiently.
Streamlined Billing Activities

Reduce manual workload and enhance efficiency by streamlining billing activities. CaseFox handles billing, trust accounting, document management, time and expense management, and staff management seamlessly.
Customizable Tags

Personalize your case management experience with custom tags. Categorize and organize cases based on your unique requirements for a more tailored approach.

Case Progress Tracking

Define case stages and categories to monitor and track the progress of each case. This feature ensures that you stay organized and can easily understand the status of your cases.
Conflict Check Capability

Run conflict checks effortlessly within CaseFox. Ensure that conflicts are identified and addressed promptly, minimizing potential issues and improving overall case management accuracy.
Easy Budget Management

Set budgets for your cases to maintain financial control and allocate resources effectively. CaseFox provides the tools you need to plan and manage your case-related expenses efficiently.

Practice Custom Legal Case Management for Your Law Firm

Whether it's creating personalized document templates, setting reminders for critical dates, or configuring billing preferences, our platform allows you to curate a user experience that aligns perfectly with your law firm's requirements.

Add Documents with Custom Templates

Simplify document management with our intuitive system, allowing you to effortlessly add documents. Create and utilize custom templates tailored to your legal cases, ensuring consistency and saving valuable time in document preparation.
Manage Case Events and Dates Effectively

Stay organized with our seamless event and date management feature. Set reminders, track milestones, and stay on top of case timelines to ensure your legal team operates with precision and meets critical deadlines.
Get a Comprehensive View of All Case Activities

Gain complete control and visibility over all case activities through our comprehensive case overview. Monitor progress, track document updates, and view key milestones in one centralized dashboard, facilitating effective collaboration within your legal team.
Secure and Streamlined Communication through the Client Portal

Establish CaseFox as your firm’s central hub for accurate information. Utilize our secure online portals, such as CaseFox for Clients and CaseFox for Co-Counsel, to communicate with clients and colleagues. Set permissions to safeguard sensitive case details, fostering collaboration while maintaining data security.
UTBMS Codes to Standardize Legal Billing Tasks

Legal Electronic Data Exchange Standard (LEDES) format invoices require the use of UTBMS codes. CaseFox legal billing system offers pre-configured ABA UTBMS codes. Additionally, leverage custom task, activity, and litigation codes that allow users to create their own code groups.

Data Migration

Free Onboarding

Staff Training

24/7 Support

FAQ- Frequently Asked Questions

Legal case management software for attorneys is a specialized platform tailored to meet the unique needs of law firms. It serves as a centralized hub for managing and organizing case-related information, documents, deadlines, and communication. This software aims to simplify and automate various aspects of legal practice, ultimately improving efficiency, accuracy, and collaboration within the firm.

Case management software for lawyers is a crucial tool for law firms aiming to enhance efficiency, organization, and overall productivity. It streamlines various aspects of legal practice, including document management, billing, and communication. By centralizing case-related information, ensuring deadlines are met, and providing a comprehensive overview of case activities, it enables your firm to operate more effectively, reduce errors, and deliver better services to clients.

Determining the best case management software depends on your law firm's specific requirements and preferences. Several reputable options are available, including CaseFox, which stands out for its customizable features, document management capabilities, seamless billing integration, and secure communication tools. It's recommended to assess your firm's unique needs and trial different options to find the software that aligns best with your workflow and objectives.

Yes, CaseFox provides free case management software with its SOLO plan which is free forever. You can add up to 4 cases and 2 users, suitable for solo practitioners, small law firms with limited cases and users, non-profit organizations, and startups/entrepreneurs. This free version enables efficient case organization, time tracking, and client management without incurring any costs, making it accessible to those with budget constraints.

CaseFox can enhance efficiency by centralizing case information, automating time tracking, simplifying billing processes, and providing insights into your firm's performance.

Yes, CaseFox is suitable for solo practitioners and small to medium-sized law firms/offices. It is scalable and can adapt to the size and needs of your practice.

Yes, CaseFox prioritizes security and compliance. It employs encryption protocols, access controls, and regular audits to ensure the confidentiality and integrity of your legal data.

CaseFox’s case management solution is designed with user-friendliness in mind. Its intuitive interface and easy-to-navigate features make it accessible for legal professionals with varying levels of technical expertise.