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.
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.
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 accounts. 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.
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.
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.
Get help from our exceptional customer support team via email or phone. We are here for you.
Protect your client’s information and firm’s data with industry-leading security methods and protocols.
Free Data Migration
Easily transfer all your data from your existing software to CaseFox.