Manage your client data in one place with ease.
Entire legal client data management at a single screen. Track active and closed cases and maintain
outstanding client relationships by serving them with quality services.
Get access to an integrated client dashboard
The client dashboard gives you an overview of all the important legal client information such as active cases, trust balance, account receivables, billing info, and contact info.
Getting paid is easier and faster through client portals
We offer automatic online payment functionality so that your clients can pay the unpaid invoices online. Such payments are automatically recorded by CaseFox.
Easy one-click invoicing and generation of payment receipt
Record payments against legal invoices, apply interest rates to the delayed payments in a single click. Mark invoices as fully paid, write off invoices and generate payment receipts in pdf formats easily.
Check conflict between existing and potential clients
A conflict check is performed on potential clients to ensure that your duties and obligations to the potential client do not clash with your other existing or previous clients.
Customize intake forms and attract new clients
You can customize the information fields on the intake forms on our legal software. Manage a list of all the potential clients and convert them into your firm's clients in one click.
Export your client data in PDF and Excel files
You can export your account transactions, notes & unbilled notes, payments information from our legal client management software to PDF and Excel files.
Features that you have needs.
Take your firm's management on-the-go with CaseFox.
All of your clients, case, staff, invoices, payment information and billing histories are accessible at your fingertips.
Case & Client Management
Access client & case dashboard, total billable time and amount, legal invoices, documents, etc., all in one place.
Manage documents easily using CaseFox’s integration with Dropbox, Box, and Google Drive account. You can also use CaseFox File Storage.
Invoicing And Billing
Easy one-click invoicing based on previously recorded time entries/notes. Save time using automatic billing, bulk invoice generator and get paid faster.