Client Analytics Dashboard

An analytic client dashboard that summarises your client information on a single screen

Organize your client database with CaseFox. An analytic client management dashboard that serves you with all the important information. Take a quick glance at the active & closed cases, billing information, pending payments, contact, and billing information.

Centralized data related to all the activities on the client dashboard

CaseFox’s legal client management dashboard lessens your burden of going through a pile of files back and forth by summing up the important client data so that you can skim through it in one view. Stay updated with the client’s contact information and billing information which includes phone, address, law firm ID, LEDES ID, and data like payment & billing term.

Legal Case Management CaseFox
CaseFox Client Management Software

Summarised view of active & closed cases, billed time, and fee information.

The client management dashboard also helps you have a quick look over the billing details such as Total fee and expense billed, total invoiced, and total paid by the client. It also provides the data regarding the billed and unbilled time for that particular client along with the active and closed cases and trust account balances.

Deliver an exclusive client portal along with the quick-view dashboard to your clients

CaseFox helps you serve your clients better by providing them a separate dashboard where they can view their payment details. CaseFox powered portal also allows your clients to make payment directly from the portal. They can also send messages to your firm and request an appointment through such a portal.

CaseFox Client Portal Dashboard

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.

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