Legal Client Management Software

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 with customer management software

Get access to an integrated client dashboard

Our client management software provides you with a client dashboard that 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 faster through client portals with client management tools

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. Client management software allows you to mark invoices as fully paid, write off invoices, and generate payment receipts in pdf formats easily.

CaseFox Case And Client Management Software
CaseFox Staff Management Software

Customize intake forms and attract new clients

You can customize the information fields on the intake forms on our customer management system. 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 need

All of your clients, case, staff, invoices, payment information, and billing histories are accessible at your fingertips.
Client And Case Management
Case & Client Management

Access client & case dashboard, total billable time and amount, legal invoices, documents, etc., all in one place.

Document Management

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

Trust and Operating Accounts
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.

Frequently Asked Questions

What is legal client management software?

A legal client management software is software designed to manage your client data safely in one place. It allows the entire client data to be accessed on a single screen. It helps in tracking active and closed cases and helps in maintaining client relationships by serving them with quality services.

Who at my firm will use the Legal CMS the most?

Client management software is not one-time use software, anyone who wants to benefit from that software can take the help of CMS depending upon the size of the firm and the number of employees working under it.

What is the difference between Legal CMS and spreadsheets?

CMS helps in sharing data, tasks, and helps in notifying other users about important details. Whereas the spreadsheet helps in arranging, calculating, and managing data.

What happens when the potential client becomes a client?

Timely services and satisfying clients have always been something that Casefox is providing. Once a client is sure and secure, one can easily change their case information into our legal client management software.

Need more information? Contact us Or Schedule a demo

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.

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.

See yourself and get your firm the most affordable client management system
No credit card required! Our free plan is free forever.