Attach related personal notes to time & expense entries. Send & receive messages and reply to clients through secure messaging. You can also fetch messages from your Gmail account.
Keep an eye on your manpower’s efficiency and productivity.
Stay organised and get work done before the deadlines.
You can create a note time & expense entry in the calendar for cases and monitor the entries day-wise. Seamless integration with your Google account.
Ledger & Accounts
Handle trust accounts and maintain a record of income & expense easily.
Manage multiple trusts and operating accounts conveniently. You can also bulk pay invoices from Trust funds. Integration with Quickbooks and Xero Accounting will make accounting easier for you.
The Income and expense ledger displays your legal firm’s incomes and expenses for the year. You can download the consolidated expense report and all transactions. You can also upload related documents.
In operating accounts, funds can only be added and withdrawn by your law firm or can be transferred using “Transfer fund” from trust accounts whereas, In trust accounts, client-wise funds can be added and withdrawn.
CaseFox offers fully automated billing for fixed-price items that are billed at selected recurrences. Set up once and we will complete the circle by automatically generating invoices for these items.
Fully Paid and Written Off
After creating an invoice you can simply mark them fully paid or write them off. As you mark an invoice as fully paid, payment against that invoice will be recorded automatically.
Using Integration with Xero and Quickbooks feature, you can directly copy the invoice to Xero and Quickbooks without having to create a separate invoice in your accounting software.
Reports & Tools
Analyse your firm’s productivity and improve your performance.
We ensure strong security standards to protect your data from infringements.
PCI DSS is a set of security standards designed to ensure that all companies that accept, process, store or transmit credit card information maintain a secure environment.
Take advantage of our other prominent features.
Easily transfer all your data from your existing software to CaseFox. You can Import your clients & cases list, time-expense entries, etc. You can also export all your data in PDF and Excel files.
Top client services for the best client experience
With the premium features in all the plans offering top-notch client services when it comes to data migration and security, CaseFox makes your everyday practice easy.
The Legal billing solution is very user-friendly as it requires the least of inputs.
Get help from our exceptional customer support team via email or phone. We are here for you.
Protect your client’s information and firm’s data with industry-leading security methods and protocols.
Free Data Migration
Easily transfer all your data from your existing software to CaseFox.