LEGAL BILLING AND CASE MANAGEMENT

Store every detail of your case in one place.

Timekeeping & Expense Tracking

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

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.

Documents

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

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

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.

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.

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

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 Transactions

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

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.

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

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 Reports

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

LEGAL CALENDARING

Stay organised and get work done before the deadlines.

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.

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

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 & Operating Accounts

Manage multiple trusts and operating accounts conveniently. You can also bulk pay invoices from Trust funds. Integration with Quickbook and Xero Accounting will make accounting easier for you.

Income & Expense

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, 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 & Non-Billable
Time

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

Bulk Invoice Generator

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

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.

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.

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.

Xero And Quickbook

Using Integration with Xero and Quickbooks feature, you can directly copy the invoice to Xero and Quickbook without having to create a separate invoice in your accounting software.

REPORTS & TOOLS

Analyse your firm’s productivity and improve your performance.

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.

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 Quickbook in bulk.

Bulk Invoice Generator

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

Performance Reports

Using the overall performance report, you can compare and keep track of your targeted and actual performance. You can track performances of the month, year and even last year.

Productivity Reports

Keep track of the productivity of your firm, which will help you in analyzing your work and performing better. You can download per day totals for the year, total by the month, totals by a user per month report and year to date reports.

Invoice & Payment Reports

You can generate current year invoices report, previous year invoices report and interest collected till date using invoice & payments reports.

SECURITY

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

Data Security

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

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.

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.

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 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.

Apps & Integrations

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

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