# OCBA Member Benefit

Orange County Bar Members: Claim 20% Off CaseFox!

For over a decade, CaseFox has assisted legal professionals in managing cases, clients, billing, and schedules effortlessly. As an OCBA member, you enjoy an exclusive 20% off your first year. Streamline your practice with one of the most trusted legal billing and management software.

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★★★★☆ 4.5/5
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OCBA Members: Claim 20% Off CaseFox Now!

Partnering with the Orange County Bar Association (OCBA) to empower members with AI-powered legal case management tools and practice growth offers.

Use code:
Code copied: OCBAR20

Case Management

  • Access all cases remotely with an efficient mobile app.
  • Track case stages with a real‑time case insights dashboard
  • Handle case-specific billing and accounting accurately
  • Manage cases, clients, and documents in a centralized repository
  • Use tags to organize data and track case budgets.
Legal case management software for OCBA members - CaseFox

AI- Powered Features

  • Use AI to draft legal documents for efficient workflow
  • Automate routine tasks and document generation
  • Enhance client service with advanced document analysis
  • Get instant summaries of document reviews ready for download
  • Access AI tools from your mobile device on the go
CaseFox software AI features

Calendar Management

  • Get recurring reminders and remote alerts.
  • Share calendars to keep your team aligned and on the same page.
  • Sync calendars with Google, iCal, and Office 365.
  • Schedule court dates, meetings, and deadlines effortlessly.
  • Track tasks and deadlines within your firm to stay organized.
Legal calendar management feature - CaseFox software

Client Portal

  • Reduce response time with easy appointment booking.
  • Offer direct real‑time insights into case progress.
  • Give clients safe access to case details anytime.
  • Let them view invoices and pay online easily.
  • Share updates and files through the mobile app.
Secure legal client portal feature - CaseFox software

Smart Legal Billing

  • Manage trust accounts with built-in compliance tools.
  • Create professional and compliant invoices easily.
  • Accept online payments through the mobile app.
  • Send invoices and automated payment reminders.
  • Add time entries and expenses for detailed billing.
Smart legal billing and invoicing feature - CaseFox software

Time Tracking

  • Log hours instantly via mobile app or SMS.
  • Use built‑in timers to capture time automatically.
  • Set custom rates for each client or case.
  • View detailed time reports anytime, anywhere.
  • Record every minute spent on cases and consults.
Legal time and expense tracking feature - CaseFox software

Advanced Legal Reporting

  • Export reports in PDF, Excel, and other formats.
  • Monitor outstanding invoices and payment history.
  • Generate detailed reports on time, billing, and cases.
  • Make data‑driven decisions using a real‑time dashboard.
  • Analyze profits and case trends with financial insights.
Advanced legal reporting feature - CaseFox software

Easily Integrates with The Tools You Already Use

Bring everything together by connecting your calendar, email, Office 365, Google Workspace, accounts, and payments to CaseFox.

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Available To All Plans

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Solve Orange County Challenges

A practical case management app that lets attorneys work remotely amid court delays. Manage backlogs, access case files, track judicial deadlines, and handle disputes seamlessly.

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Siloed and Static Data

Get one centralized legal software that stores all cases and client-related information along with documents. Utilize AI-powered features for enhanced data analysis and reporting to monitor performance.

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Cloud-Based Security

CaseFox is 100% cloud-based with ISO-certified encryption and automatic backups. Your case files are secure, even if your office experiences a temporary power or internet outage.

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Multi-County Support

Optimized for Orange County courts and beyond. Get 24/7 help centralizing case analytics, resolving property disputes, and boosting access to justice remotely across multiple counties.

Law Society of Orange County Bar Association members benefit - CaseFox legal software

Take Advantage of These Exclusive OCBA Member Offers Today.

Boost your legal practice with a discount on CaseFox and a professional website at a fraction of the usual cost.

Unlock Your Member Discount!
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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.

User 1 User 2 User 3 User 4 User 5
4.5/5
Reviews on Capterra & G2

“The remote access to my docs and deadlines saved me during that 70-day backlog nightmare. Invoices look so professional and great, and clients love the portal.”

“This software's templates and analytics nailed it. I loved how it helped me track slope maintenance claims without pulling my hair out over siloed court data.”

“Accessing my cases from anywhere during judicial shortages let me prep white-collar cases with no data hogging in spotty coverage areas. AI insights predicted my caseload perfectly.”

Frequently Asked Questions

Couldn’t find what you were looking for ?
Contact us at

service@casefox.com

What benefits do OCBA members receive with CaseFox?

Orange County Bar Association (OCBA) members receive an exclusive 20% off CaseFox for the first year, plus $499 custom law firm websites (regular $699, includes 10+ SEO-optimized pages).

Key OCBA perks include:
• Legal mobile app with remote access
• Compliance tools + automated billing
• Time tracking with SMS logging
• AI-powered document management
• Client portals + QuickBooks sync

Who can use CaseFox under the OCBA member benefit?

All active Orange County Bar Association (OCBA) members qualify for the exclusive 20% discount on CaseFox Legal Billing & Case Management software.

How do I redeem my OCBA member discount?

To redeem your OCBA discount:

1. Register or log in to your CaseFox account
2. Go to Settings → Manage Subscription
3. Enter credit card information
4. Click Upgrade Plan
5. Enter your discount code → click Apply
6. Select plan & billing cycle → click Update

Do I need a credit card to start using CaseFox?

No credit card is needed to start. You can use the FREE forever plan with Legal Billing & Case Management features. OCBA members can upgrade anytime using their 20% discount.

Can I try CaseFox before purchasing a plan?

Yes. CaseFox offers a Free Forever Plan (no trial expiration, no credit card, cancel anytime).

Free Plan includes:
• 4 Cases
• 2 Users
• All PRO Features included

What features of CaseFox are most useful for OCBA members?

CaseFox offers an all-in-one suite of tools ideal for OCBA attorneys.

OCBA-Relevant Features:
• Case Management – dashboards, tags, budgets
• Legal Billing – automated invoices, trust accounting, contingency fees
• Time Tracking – background timers, SMS/mobile logging, custom rates
• AI-Powered Tools – document generation + advanced analysis
• Client Portal – secure access to cases, invoices, payments, scheduling
• Document Management – encrypted storage, cloud sync, instant search
• Calendaring – court dates, reminders, Google/365 sync, team-wide scheduling
• Reporting – time/billing analytics, PDF/Excel exports, profit dashboards

What support is available for OCBA members?

CaseFox provides 24/7 customer support for OCBA members.

Support Features:
• 24/7 Live Chat – instant help for billing, setup, OC court procedures
• Phone Support – M–F (9 AM–6 PM PST), emergency support available 24/7
• Email Tickets – under 2-hour response time
• Knowledge Base – 500+ help articles
• Video Tutorials – QuickBooks sync, client portal training
• Dedicated Onboarding – free setup assistance for family law, civil cases, HOA matters

Is my firm's data secure with CaseFox?

Yes. CaseFox is 100% cloud-based with ISO-grade encryption, secure data centers, automated backups, and two-factor authentication.
Trust accounting compliance and detailed activity logs protect sensitive OCBA family law, civil litigation, and HOA case files.

Can I migrate data from another legal software to CaseFox?

Yes. CaseFox offers custom data migration for OCBA members and can import clients, cases, invoices, billing entries, and time logs from platforms such as:

• Clio
• PracticePanther
• MyCase

Contact the migration team for fast, hassle-free onboarding.

Redeem Your Orange County Bar Association (OCBA) Member Benefit Today!

No credit Card Required
Our Free Plan is Free Forever