All Features

Legal Case Management

Store every detail of your case in one place.
Timekeeping and Expense Tracking
Timekeeping & Expense Tracking

Simplified time & expense tracking for both billable and non-billable hours. Automated billing using Time entry records.

Invoicing
Billing & Payments

Easy one-click invoicing. Generate monthly and yearly invoices and payment receipts for every running case or matter in less than a minute.

Document
Documents

Manage documents easily using CaseFox’s integration with Dropbox, Box, and Google Drive accounts. You can also, use CaseFox File Storage.

Event Calendar
Events & Tasks

Keep all your tasks and calendar events in one place. Track today’s task, late task, upcoming task, and all events trouble-free.

Hourly Rate
Hourly Rate

Rates entered for staff are used as default rates for every case. If hourly rates for the staff are not set, then global hourly rates are used in timekeeping.

Note Calendar
Custom Field

Create your custom field in very few steps. Manage different groups, assign them to particular cases and store additional data using these fields.

Client Management

Keep a well maintained record of your clients and serve them hassle-free.
Analytical Dashboard
Analytics Dashboard

Client dashboard gives you an overview of all the important information such as active cases, trust balance, account receivables, billing info, and contact info.

Client Portal
Client Portal

CaseFox offers automatic online payment functionality so that your clients can view and pay invoices online. Clients can view their payment history and the amount due.

Trust Account
Trust Transactions

Manage multiple trusts and operating accounts conveniently. Bulk pay invoices from Trust funds. Integration with Quickbooks and Xero will make accounting easier for you.

Invoicing
Invoicing & Payments

Easy one-click invoicing. Generate and download invoices for all active cases or matters in less than a minute. Record payment and generate payment receipt in one-click.

Import And Export
Import and Export Data

Export your client list, time & expense entries, task, calendar entries and invoicing data in an Excel Workbook. You can also export payment information separately.

Message and personal Note
Messages & Personal Notes

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.

Staff Management

Keep an eye on your manpower’s efficiency and productivity.
Role Based data access
Role-Based Data Control

Role based access to data helps you control what information your staff can view. You can also customize access to contract staff and office secretary.

Hourly Rate
Hourly Rate

Rates entered for staff are used as default rates for every case. If hourly rates for the staff are not set, then global hourly rates are used in timekeeping.

performance
Performance Reports

Set different yearly targets for your legal firm’s staff. You can track their performances by comparing actual billable hours and amounts to the set targeted value.

Document Management

Assemble your documents all at one place. CaseFox allows you to link any document to any client or matter so that you as lawyers can find it easily
Document
Automated documents

Merge legal templates and custom fields with client and matter data stored in CaseFox. Automated documents for a better legal practice

Other useful Resourses
Complete access to files

Adding billable time to your documents with CaseFox is easy and smooth. Have access to all your files in a click with cloud storage.

Integration
3rd party integrations

Integrations with Dropbox, Box, OneDrive and Drive, so law firms can easily attach documents and notes to the appropriate matters and cases

Legal Calendaring

Stay organised and get work done before the deadlines.
Task Calendar
Event Calendar

Manage your legal firm’s events trouble-free using the calendar memo on your dashboard. It displays the events due for the day and works as a reminder to not miss it.

Event Calendar
Task Calendar

Manage task calendar easily using “The Task Due Today” memo on your dashboard. You can monitor today’s tasks, upcoming tasks, late tasks and completed tasks in one place.

Note Calendar
Note Calendar

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.
Trust and Operating Accounts
Trust & Operating Accounts

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.

Save Money
Income & Expense

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.

Add, withdrow and transfer fund
Add, Withdraw & Transfer Funds

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.

Invoicing & Billing

Generate invoices in a click and get your payment faster.
Billable and Non billable Hours
Billable & Non-Billable Time

Utilize your time effectively and get paid more by keeping track of both billable and non-billable hours.

Bulk Invoice Generator
Bulk Invoice Generator

Automatic Invoice Generator features can create thousands of invoices within seconds. Generate and pay invoices in bulk for clients and staff.

Invoicing
LEDES Invoicing

Using LEDES invoices feature, you can issue electronic bills in a standardized way, making billing easy for the legal firm and the clients you serve.

Save Money
Automated Billing

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.

Trust and Operating Accounts
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.

Integration
Xero And Quickbook

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.
Client And Case Management
Conflict Check

A conflict check is performed on potential clients to ensure that your duties and obligations towards them do not conflict with your other existing or previous clients.

Invoicing
Action On Invoice

Action on Invoices tool lets you delete and email invoices, pay from the trust fund, mark as fully paid, copy to Xero and Quickbooks in bulk.

Bulk Invoice Generator
Bulk Invoice Generator

Automatic Invoice Generator features can create thousands of invoices within seconds. Generate and pay invoices in bulk for clients and staff.

Security

We ensure strong security standards to protect your data from infringements.
Data Security
Data Security

CaseFox uses industry-standard data security methods, including SSL and other data encryption methods to protect your data.

Trust and Operating Accounts
Accounts & Payments Security

CaseFox provides you with a secure payment gateway to make payments quickly and safely. Your credit card and account information are safe with us.

Data Security
PCI Legislation

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.

And More

Take advantage of our other prominent features.
Note Calendar
Intake Form

Easily create and customize client intake forms using CaseFox. Using this, you can keep track of potential clients. You can also make them your client in one click.

Data Magration
Data Migration

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.

Integration
Apps & Integrations

CaseFox connects with the necessary apps you use every day. Manage your legal practice easily with the best app integrations.

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.
Easy-to-use
Easy-to-use

The Legal billing solution is very user-friendly as it requires the least of inputs.

Best Support
Best support

Get help from our exceptional customer support team via email or phone. We are here for you.

Data Security
Data security

Protect your client’s information and firm’s data with industry-leading security methods and protocols.

Free Data Migration
Free Data Migration

Easily transfer all your data from your existing software to CaseFox.

Stay organized and work intelligently with CaseFox.

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