5x Faster Legal
Reporting With CaseFox
Generate reports in minutes with CaseFox. Export cases, clients, contacts, bills, accounts, and billable hours with just clicks.
Trusted by over 1,500+
Product-led companies
Detailed Reports with Custom Filters for Law Firms
With CaseFox legal reporting software, law firms can track performance for billable hours, invoicing, expenses, payments, accounts, and more. Add filters to segregate data and ensure accuracy.
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Bulk Invoice Reports in Seconds
Bulk generate reports in seconds with just a click and get detailed billing summaries. Export multiple invoice reports at once.
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Overview, Case Category Performance
Analyze performance by case types/categories. View total cases, billable hours, invoices, and outstanding balances to manage cash flow.
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Take Action on Invoices
Mark invoices as paid, write-offs, overdue, delete with just a click, and download reports for it.
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Access Complete Case Summaries
Get a full list of cases with client names, case status, and billing details. Sort and review your entire caseload with clarity by tracking case progress.
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Monitor Time and Expenses
Export time entries, expense logs, and case notes by billing status or date. Filter billed and unbilled work to manage deadlines.
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Export Detailed Case Reports
Download complete reports with notes, invoices, payments, voucher timesheets, task codes, evidence maps, and contact lists for easy reference.
Complete Legal Reports with Filters
Generate configurable legal reports for all the activities within the firm, filter data with dates, clients, cases, and more. Download reports in PDF, Excel, and other file formats.
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Monitor Tasks and Deadlines
Generate task reports with due dates, status, and assignments. Monitor overdue and completed tasks, and workloads across the team.
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Financial Reports for the Firm
Real-time finance reporting to access accounts, ledger, unpaid balance, and staff performance, and more to plan budgets.
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Run and Export Detailed Reports
Customize reports using filters like time duration, client, cases, or billing status. Export your reports in PDF, Excel, or CSV formats.
Monitor Firm's Tasks, Events & Finances
CaseFox lets you tailor every report with filters so you can have access to reports with the data that matters most to your firm. Filter by client, matter, staff, billing status, or period.
Who Can Use CaseFox Legal
Legal Reporting?
Premium Services for All Users at ‘NO’ Additional Cost
CaseFox doesn’t just offer a platform; it creates an experience for law firms with a smooth process of onboarding and training for our clients. Made by lawyers, loved by lawyers.
Get Started
1. Data Migration
Seamlessly migrate your system data to CaseFox without any additional cost.
2. Free Onboarding
Fast-track your legal operations with FREE online onboarding demo sessions.
3. Staff Training
Onboard your staff efficiently with our training session on ZERO Cost!
4. 24/7 Support
Access CaseFox's 24/7 support team via phone, email, or chat to raise tickets and get immediate answers.
Do More Than Just Reporting
Explore all the features of CaseFox within one pricing plan and run your law firm smoothly without any unnecessary add-ons.
Legal Case Management Software
Manage all your cases in one place. Organize files, track progress, and collaborate with your team efficiently.
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Legal Time and Expense Tracking
Track billable hours from anywhere, customize rates, and segregate time and expense entries. Log billable hours by simple text with SMS support and more
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Legal Document Management
Securely store, organize, and access all legal documents with smart tagging and AI-powered legal drafting tools.
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Conflict Check Software
Quickly identify potential conflicts of interest across clients, cases, and contacts to stay compliant and avoid legal risks.
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Legal 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.
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Legal Trust Accounting
Manage multiple trusts and operating accounts conveniently. You can also bulk pay invoices from Trust funds. Integration with QuickBooks and Xero.
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Legal Calendaring Software
From events, tasks, to time entries, manage all of it with a legal rule-based calendar. Manage firm and staff-wise calendars, send emails for upcoming events.
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AI Document Generation & Analysis
Generate legal documents, professional emails, cover letters, contracts, agreements, and more in minutes with AI multilingual support.
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Automated Billing & Bulk Invoicing
CaseFox streamlines billing and invoicing by setting recurring billing for cases. And one-click bulk invoicing to generate invoices in seconds.
Learn More →Integrate CaseFox with Tools You Use & Love
Bring everything together by connecting your calendar, email, Office 365, Google Workspace, accounts, and payments to CaseFox.
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See What Our Clients Are Saying
Here’s what other legal professionals and law firms are saying about us. Be a part of leading legal tech with CaseFox.
“More can be done. There is a need to make the document management more robust. Secondly, the reports available that can be generated is limiting. We need to be able to review upto 3 to 5 years of performance.”
“I absolutely love the versatility of this program and the fact that i can now monitor my staff's productivity throughout the day. These reports can be used for performance reviews.”
“Anytime I have had a request for help or asked about a report or option, the support staff has been exceptional. They have created special reports for me and "corrected" a couple of items when I accidentally hit an incorrect command.”
Legal Reporting Resources
Law Firm Partner Salaries: How Much Do They Make?
Explore comprehensive data on law firm partner compensation across different practice areas, firm sizes, and geographic regions to benchmark your earnings potential.
Read ArticleNon-Disclosure Agreements Explained: The Ultimate NDA Guide
Master the intricacies of non-disclosure agreements with our comprehensive guide to drafting, negotiating, and enforcing effective NDAs.
Learn More
What is an E-Discovery Lawyer? How to Become One?
Discover the growing field of e-discovery law, including required skills, career pathways, and earning potential in this technology-focused legal specialty.
Learn More
Frequently Asked Questions
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What is legal reporting?
Law firm reporting is the process of collecting all firm data to analyze information, understand case development, and make structured decisions. It helps with accurate record keeping and keeps all the data within the firm in sync.
Legal reporting is the best way to track the status of different activities within the firm, including billable hours, cash flow, staff performance, case tracking, and more.
What is legal reporting software?
Legal reporting software is a centralized reporting system that helps law firms gain complete access to data. It breaks down billable hours, cases, staff invoices, and payments. It gives a clear picture of where the firm is spending most of its time, how much revenue is generated, the client retention rate, and more.
This information allows you to manage caseload, client billing cycles, and make better decisions. CaseFox legal reporting software allows law firms to get real-time insights of their firm's performance, filter data according to preferred timelines, and ensure everything is properly reported.
What are the features of legal reporting software?
The features of legal reporting software can vary based on the firm's requirements and customization options available. Here are some of the key features that should be considered for advanced law firm reporting software:
• The reporting software should be able to provide you with detailed insights into the firm's legal operations.
• Get a clear understanding of firms' needs, revenue growth, and other parameters.
• Download customizable reports and access offline.
• Export reports in different file formats like Excel, PDF, Word, and more.
• Get an overview of case status, billing, payments, and client communication.
• Analyze team and individual staff performance with reporting tools, see the revenue generated by staff, and how to best utilize staff's potential.
• You can get real-time updates of billable hours, trust funds, expenses, vendor payments, and ROI.
What are the benefits of law firm reporting software?
Law firm reporting software helps with data-driven decision-making, and it supports record management. Law firm reporting software benefits include:
• Improved Financial Management: The software helps in identifying potential billing discrepancies, invoice due dates, payment flow, and tracking all firm income and expenses.
• Performance Insights: Keep track of staff performance, client trends, payment cycle, and other such activities to improve workflow.
• Real-Time Data & Analytics: Get real-time customizable reports on case progress, staff performance, clients' data, and billing.
• Resource Optimization: Legal reporting software provides a clear and transparent view of the firm's resources and performance. It helps with the adequate management of all the firm's staff, time, and other resources.
• Strategic Decision-Making: The software helps law firms support better leadership decision-making. It's easy to compare projected data with the real data, which leads to better performance optimization.
Why is legal reporting software crucial for law firms?
Legal reporting software is crucial for law firms as it helps in keeping all things organized, downloading all crucial data, and accessing law firm financial details. It ensures regulatory compliance and helps with performance evaluation.
The software helps in planning finances, budget, fostering client trust, communication, vendor expenses, and more. Reporting software enhances the overall productivity and centralizes all the data.
What KPIs does legal reporting software track?
CaseFox law firm reporting software breaks down the data of your firm in such a way that you can track some of the popular KPIs, including:
• Case profitability
• Billing collection
• Realization rate
• Staff performance
• Vendor expenses
How can I use reporting software to track my law firm's finances?
Here are a few ways in which you can use law firm reporting software to track all your firm's finances.
• Get instant and real-time insights into your law firm's finances.
• Access detailed billing and collection reports, track billed amount vs actual amount generated.
• Monitor firm-wide expenses and track all data in one place.
• Generate reports related to operating and trust funds.
Can legal reporting software integrate with other legal tools?
Yes, reporting software for lawyers is designed in such a way that it can be integrated with the tools that your law firm is already leveraging. Whether it's billing software, case management, CRM, accounting, or other. And software like CaseFox makes all these tools available within one software, to remove the hassle of third-party integrations.