200%
revenue growth
Firms boosted revenue with smarter billing and client management.
#Software for Mid-size Law Firms
The Legal Tech Software Your Midsize
Law Firm Can Rely On
CaseFox legal software for mid-size law firms is a dynamic solution to intake leads, manage clients, record time, track expenses, store documents, automate billing, and much more.
Our Free Plan is Free Forever | No Credit Card Required | Cancel Anytime
#Best Case Management Software
Law Office Software That Focuses on Efficiency
Track case status and progress to stay updated
Manage all case data, files, and invoices in one place. Add customizable tags, centralize case data, and manage case budgets.
Efficient client management and storage
Create customizable intake forms and run a conflict check. Store client data in the cloud and enable seamless communication through a secure portal.
AI document management & automation
Draft documents related to clients, cases, and evidence with AI. Create multiple templates, store them in CaseFox, and access them anytime.
#1 Bills and Payments Legal Software
One Solution to Manage Calendar, Bills, and Tasks
Manage calendar dates and deadlines
Get a complete overview of the law firm calendar. Track case deadlines, important court dates, meetings, case filing dates, etc.
Track time in real time & generate bills
Lawyers can record time spent working on a case and generate note entries for it. Add time entries from your phone, edit, review time entries, and generate detailed reports.
Stay organized with task management software
Eliminate the risk of missing any important task, manage a separate task calendar, and track of firm's schedule. Assign tasks to the team and view progress.
The Before & After of CaseFox’s Law Firm Software?
Without CaseFox
- ❌ Manual processes and fragmented workflows.
- ❌ Legal requests flood in through email, chats, and hallway conversations.
- ❌ Manual, error-prone legal document drafting and analysis.
- ❌ Sensitive client information is exposed to cyber threats and data breaches.
- ❌ Teams rely on status calls or emails to track case progress.
CaseFox Way
- ✔️ Centralized cases, clients, and communications.
- ✔️ Structured intake forms and routing requests to the right team.
- ✔️ Automated document creation and AI analysis.
- ✔️ Enterprise-grade security with ISO, SSL, and role-based access.
- ✔️ Real-time insights on every case, task, and milestone in one view.
Premium Services for All Users at ‘NO’ Additional Cost
CaseFox is not just another legal software; it creates an experience for all users with personalized demos, advanced training, seamless data migration, and expert support that is available 24/7.
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3. Staff Training
Onboard staff efficiently with our on-demand training session with a dedicated account manager!
4. 24/7 Support
We are available for you 24/7 via phone, email, or chat to raise tickets and get immediate answers.
More Than Just a Legal Online Payments Software
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 →Why CaseFox for mid-size firms?
Scale Your Mid-size
Firm Practice With Smart Tools
CaseFox software supports mid-size legal firms in managing daily legal operations, growing revenue, saving time, resources, helping serve global clients, and improving client retention rate.
65%
time savings on billing
SSave hours each week with automated invoicing.
20%
increase in new clients
Grow your client base with better intake and tracking.
90%
document drafting
Speed up contracts and filings with AI-powered tools.
50%
fewer administrative tasks
Cut manual work in half with workflow automation.
Trusted by 25,000+ Law Firm
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.
“We did many head-to-head price/functionality comparisons when my partners and I launched our law firm. CaseFox's pricing and functionality cannot be beat by anyone. We ended up using CaseFox for the first 15 months of our practice as we continued to expand our team and our client base.”
David
Managing Partner in the US.
“We like the ease of use for all employees, each having their own login access and ability to run personal reports. We also like that it is internet-based, with information being stored safely off-site. That also allows for use and access outside of the office, whether working at home or traveling.”
Donn
Administrative Assistant in US.
“We have twenty-two consultants located around the US and Europe. The system is so easy to access that today I am confident that all-time charges are made. Invoice preparation is really simple, and the product is professional and beautiful. When I read similar evaluations of products like this, I didn't always believe them.”
Jim
CEO in the US.
Easily Integrates with The Tools You Already Use
We have integrated some of the lawyer's favourite tools within CaseFox so you can run the practice your way.
Box
Dropbox
Excel file
Gmail
Google Calendar
Office 365
Outlook
QuickBooks
Microsoft Teams
Microsoft Word
Xero
PayPal
LawPay
Box
Dropbox
Excel file
Gmail
Google Calendar
Office 365
Outlook
QuickBooks
Microsoft Teams
Microsoft Word
Xero
PayPal
LawPay
Microsoft Word
Xero
PayPal
LawPay
Box
Dropbox
Excel file
Gmail
Google Calendar
Box
Dropbox
Excel file
Gmail
Google Calendar
Office 365
Outlook
QuickBooks
Microsoft Teams
Frequently Asked Questions
Couldn’t find what you were looking for ?
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What software do mid-size law firms use?
Mid-size law firms use integrated cloud-based legal practice management software like CaseFox.
It includes all the features needed to streamline different workflows within the firm—from client
data management to organizing payments. Law firms can generate professional LEDES invoices and
stay compliant with IOLTA requirements using CaseFox.
It offers features such as customizable client intake forms, case management, AI-powered document
management, legal billing, bulk invoicing, trust accounting, client portals, online payments,
third-party integrations, and more.
Which is the best law practice management software for mid-sized and large law firms?
CaseFox is the best law practice management software for mid-sized and large law firms. It offers
comprehensive features that streamline daily operations, including client data management,
timekeeping, payments, and document handling. CaseFox enables firms to generate professional LEDES
invoices and maintain IOLTA compliance with ease.
Its features include customizable client intake forms, case management, AI-document management,
legal billing, bulk invoicing, trust accounting, client portals, online payments, third-party
integrations, and more.
What are the key features of software for mid-sized legal firms?
Key software features for mid-sized firms include:
• Centralized case management to monitor every case from anywhere.
• AI-powered document drafting, summarization, and analysis.
• Role-based access and enterprise-level data security.
• Automatic billing and online payments (PayPal, LawPay, credit cards, ACH).
• Accurate time & expense tracking with automatic timers and SMS timekeeping.
• Conflict-check tools to avoid ethical risks.
• Calendar management with sync to Google Calendar & Outlook.
• Advanced reporting and analytics for financial and operational visibility.
• Integrations with QuickBooks and Xero.
• User-friendly client portal for sharing documents and updates.
CaseFox is a great choice for medium-sized law firms that want to boost efficiency,
compliance, and client service, with 24/7 support and customizable workflows.
How would I benefit from practice management software for mid-sized law firms?
Legal practice management software for mid-sized law firms provides numerous benefits, including:
improved productivity, automated workflows, and centralized firm data. It also enhances the client
experience through faster, more transparent communication.
Firms can also accept online payments seamlessly and eliminate delays, improving overall billing
efficiency. The software acts as a centralized toolbox for managing cases, clients, documents,
tasks, calendars, and all essential firm operations.
Can I monitor staff productivity and performance?
Yes, CaseFox allows you to monitor staff productivity and performance easily. The system provides detailed productivity reports that can be downloaded to help you track patterns, evaluate output, and understand staff efficiency across the firm.
Does the software support role-based access for attorneys, paralegals, and admin staff?
Yes, CaseFox includes customizable roles and permissions that allow firm members to access only the data relevant to their responsibilities. This includes cases, documents, accounts, tasks, billing information, and more—ensuring secure, appropriate access at every level.
How easy is the migration process from my current system?
CaseFox offers a smooth and simple data migration process. You can migrate data in minutes by
signing in, navigating to the settings section, and using the import/export option. Upload your
file in the required format and your data will be imported instantly.
For large datasets or complex migrations, our account managers can assist you and complete
the process quickly and without hassle.
Does CaseFox have an online payment system for large and mid-sized law firms?
Yes, CaseFox supports online payments for mid-sized and large law firms. Payments can be made securely through the built-in client portal. CaseFox also integrates with leading third-party payment processors including LawPay and PayPal to streamline collections further.
Manage your legal practice from one place and stay organised.
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