AI Document Generation
Create legal documents, contracts, and letters instantly using AI-powered templates tailored to your cases.
One Platform with Multiple Features to Manage Your Law Firm
Case management, invoicing, time tracking, billing automation, scheduling, reporting, drafting & analysing documents with AI in one complete law firm software. Explore CaseFox features for law firms.
AI Document Analysis
Quickly scan and review legal documents to identify key clauses, risks, and important details automatically.
Analysis Summary Downloads
Get instant summaries of document reviews ready to download for easy reference and record-keeping.
Client Case Linking
Keep all case information organized and instantly see the complete history of every matter linked to a client.
Staff Assignment
Easily assign attorneys and staff to cases and monitor their responsibilities and progress.
Case Stages & Categories
Customize how your firm tracks case progress by setting up stages and categories that match your workflow.
Custom Fields
Add custom fields to cases to capture and store data specific to your firm's practice and needs.
Case Notes & Comments
Attach internal notes and comments to cases for seamless team communication and case documentation.
Case Document Storage
Store and organize all case files, evidence, contracts, and communications in one secure location.
Lead Conversion
Convert potential leads from intake forms directly into active clients with one click.
Client Profiles
View all client details, communication history, contact information, and billing status in one centralized dashboard.
Client Data Import/Export
Quickly move client information between CaseFox and other systems for easy data management and backup.
Client Portal
Give clients 24/7 secure access to case updates, documents, invoices, and payment options online.
Custom Intake Forms
Design custom intake forms for different practice areas to collect all essential information from new clients upfront.
Trust Fund Requests
Send automatic requests to clients when their trust account balance falls below required minimums.
Client Transaction Tracking
Track all financial transactions, deposits, and withdrawals linked to each client account.
Recurring Billing
Set up automatic invoices for ongoing cases, so bills generate without manual effort each month.
Payment Receipts
Create professional payment receipts instantly and send them to clients for their records.
Overdue Invoice Tracking
Automatically track late invoices and send payment reminders to clients to speed up collections.
LEDES Billing Compliance
Meet corporate client billing requirements by generating invoices in standard LEDES format automatically.
Online Payment Processing
Let clients pay invoices securely online through credit card, PayPal, or LawPay for faster payment collection.
Staff Compensation Rules
Define how fees are split among team members based on their role or involvement in cases.
Flexible Billing Options
Charge clients using hourly rates, flat fees, or contingency arrangements depending on the case type.
Integrated Calendars
Manage court dates, appointments, tasks, and case notes in separate, color-coded calendars for easy tracking.
Court Rules Calendaring
Set up automatic deadlines and reminders based on court rules and custom business triggers.
Recurring Events & Tasks
Create repeating tasks and events for regular deadlines, and customize event types for different activities.
Email Reminders
Get email notifications for upcoming court dates, tasks, and events so nothing gets missed.
Calendar Sync
Sync CaseFox calendars with Google Calendar, Outlook, and other calendar apps for seamless scheduling.
Document Upload & Management
Store all case documents, contracts, and files in a centralized cloud location and link them to relevant cases instantly.
Cloud Storage Integration
Connect CaseFox to your favorite cloud storage services and manage documents without leaving the platform.
Storage Monitoring
Track your document storage usage and manage your firm's file capacity efficiently.
AI Document Templates
Generate legal documents, contracts, and forms using smart templates that pull client and case data automatically.
File Attachment
Quickly attach documents, evidence, and supporting files directly to case records or vendor profiles.
Time & Expense Management
Log both billable and non-billable time and expenses for accurate tracking and billing.
Flexible Time Tracking
Track time by typing hours manually, using timers, or assigning work to cases and tasks.
Flexible Hourly Rates
Set different hourly rates for each staff member or apply global rates across your firm.
Recurring Expenses
Create custom expense categories and set up recurring time entries to save data entry time.
SMS Time Tracking
Log billable hours via text message for quick, on-the-go time tracking from anywhere.
Income & Expense Ledger
Track all firm income and expenses in detailed ledgers for complete financial visibility and reporting.
Financial Dashboard
View real-time insights into your firm's profitability, billing, and cash flow at a glance.
Case Insight Dashboard
Monitor active cases, case status, billing progress, and outstanding amounts for every matter.
Case Budgeting
Set case budgets and monitor spending to keep matters on track and prevent cost overruns.
Profit & Loss Summary
See a complete snapshot of your firm's financial performance, including profit, loss, and account balances.
Detailed Activity Log
Review a comprehensive log of all activity in your firm for compliance, auditing, and performance tracking.
Staff Billing Reports
See how much each attorney or staff member has billed and compare it to their targets and peers.
Export Unpaid Invoices
Download lists of unpaid invoices and staff billing data for accounting or collection follow-up.
Target vs Performance Reports
Compare actual billable hours and revenue against goals to measure staff productivity and performance.
Vendor & Event Reports
Generate reports on vendor payments, expenses, and event logs for financial reconciliation and planning.
Comprehensive Practice Reports
Create detailed reports on any aspect of your practice, clients, cases, invoices, accounts, or payments, for analysis.
Export Notes & Logs
Download all case notes, client communications, task lists, and calendar entries for backup or sharing.
Flexible Export Formats
Choose your preferred format when downloading reports, Excel for analysis, PDF for sharing, CSV for imports, or ZIP for bulk files.
Client Statements & Communications
Send client's downloadable statements of their account activity and all messages exchanged with your firm.
Bulk Invoice Generator
Create and send hundreds or thousands of invoices at once to save time during busy billing periods.
Invoice Preferences
Customize invoice appearance, format, payment terms, and branding to match your firm's standards.
Custom Invoice Templates
Design professional invoice templates with your firm's logo, disclaimers, and payment instructions.
LEDES Invoicing Support
Generate invoices in standard LEDES format for corporate clients and law department billing requirements.
Export Unpaid Invoices List
Download a list of all unpaid invoices for collection follow-up, accounting records, or client communication.
IOLTA Trust Accounts
Maintain separate client trust accounts with full IOLTA compliance to protect client funds and firm reputation.
Operating Account Management
Manage your firm's operating account separately from client funds for clear financial separation.
Multiple Account Support
Maintain multiple bank accounts within CaseFox and track balances, transactions, and reconciliation for each.
Hourly Rate Configuration
Define hourly billing rates at the staff level, apply firm-wide defaults, or set custom rates for specific cases.
Premium Services for All Users at ‘NO’ Additional Cost
CaseFox is not just another legal software; it creates an experience for all users with personalized demos, advanced training, seamless data migration, and expert support that is available 24/7.
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3. Staff Training
Onboard staff efficiently with our on-demand training session with a dedicated account manager!
4. 24/7 Support
We are available for you 24/7 via phone, email, or chat to raise tickets and get immediate answers.
CaseFox for Every Law
Firm Size
Solo Practitioners:
Run your entire solo practice from one simple dashboard. Track
time, manage cases, generate invoices, and communicate with clients.
What's Included?
- Case & document management
- Time & expense tracking
- Client portal
- Forever-free plan available
Small Firms:
Coordinate cases, standardize billing, and organize cases with their growing teams. Centralized workflows that scale with your firm's growth.
What's Included?
- Multi-user collaboration
- Shared calendars & tasks
- Team billing & reporting
- Client intake forms
Mid-Size Firms
Centralize all cases, billing, and teams across locations with one powerful platform. Get visibility into performance and set role-based custom rates.
What’s Included?
- AI document generation & analysis
- Advanced billing (LEDES, UTBMS)
- Team performance tracking
- Dashboards & analytics
Enterprises
Manage matters, multi-organization setups with up-to-date AI legal research libraries and diverse client base meant for big corporate legal departments.
What’s Included?
- AI legal research library
- Manage multiple big size firms
- Multi-location & multi-lingual
- Advanced security & compliance
Easily Integrates with The Tools You Already Use
We have integrated some of the lawyer's favourite tools within CaseFox so you can run the practice your way.
Box
Custom Code
Dropbox Icon
Excel file
Gmail
Google Calendar
Office 365
Outlook
QuickBooks
Microsoft Teams
Microsoft Word
Xero
PayPal
LawPay
Box
Custom Code
Dropbox Icon
Excel file
Gmail
Google Calendar
Office 365
Outlook
QuickBooks
Microsoft Teams
Microsoft Word
Xero
PayPal
LawPay
Microsoft Word
Xero
PayPal
LawPay
Box
Custom Code
Dropbox Icon
Excel file
Gmail
Google Calendar
Box
Custom Code
Dropbox Icon
Excel file
Gmail
Google Calendar
Office 365
Outlook
QuickBooks
Microsoft Teams
Trusted by 25,000+ Law Firm
See What Our Clients Are Saying
Here’s what other legal professionals and law firms are saying about us. Be a part of leading legal tech with CaseFox.
“We migrated all of our timekeeping and invoicing to this platform for all of our clients. The user interface is easy to operate, and several features have improved our timekeeping, invoicing and payment tracking efficiency. We recommend the service.”
Cathie
Managing Attorney in US
“My firm operates in 5 states with several employees. When you email support, they get back to you typically within minutes. For the price point of this software, it is considerably cheaper with good features, ease of use, and OUTSTANDING customer service.”
Savannah
Paralegal in South Africa
“The software is simple and easy to use. As a small start-up firm, we first thought that we would have to spend weeks on training, but it was the complete opposite. I would recommend that you give this platform a try.”
Derek
Attorney in the US
A legal software platform that adapts to your needs
Third-party integration
Two-way sync
No additional cost