Manage Your Small Law Firm With
Smart Legal Software

Small law firm software simplifies practice management by organizing cases, tracking time and billing, securely storing documents, managing client communications, and automating administrative tasks. It brings everything into one system so small firms can stay organized, efficient, and compliant.

Small law firms widely use all-in-one solutions such as CaseFox to manage core law practice functions like:

Case Management: Create case files, assign attorneys, track stages, and manage all related tasks.
Time & Billing: Track billable hours using timers or manual entries, record multiple time entries at once, set custom billing rates, and generate invoices.
Document Management: Upload and organize case files for easy retrieval, use search and tags, and leverage AI for efficient document drafting and generation.
Client Communication: Use custom-branded client intake forms with defined fields and a client portal for messaging, appointments, and payments.
Financial Controls: Manage trust (IOLTA) and operating accounts, view and export financial reports, and integrate with accounting tools such as QuickBooks and Xero.
Calendaring & Reminders: Automatically sync court dates, appointments, and other key activities to your calendar and set up alerts.
Reporting & Analytics: Generate reports on profitability, productivity, and compliance for firm stakeholders and audits.

Most law firms use applications for document management, case and practice management, time and billing, and client relationships. Key application types include:

Productivity Software: Tools for AI document drafting and generation, editing, and collaboration, such as Microsoft 365, Google Docs, and Excel.
Case Management Software: Platforms that help organize case files, track tasks, and manage case-related documents.
Time and Billing Software: Applications used to track billable hours, record and manage expenses, generate and send invoices, and maintain client billing records.

Small law firm software like CaseFox offers a set of features designed to help firms manage their practice efficiently. Core features include:

• Centralized, secure storage of all client and case details, deadlines, and documents.
• Accurate logging of billable hours and expenses.
• Customizable, branded invoices with full payment history tracking.
• Document drafting, template generation, and organized, searchable storage.
• Secure client fund management with exportable trust accounting reports.
• Strong encryption, access control, secure cloud access, and mobile apps to work remotely from anywhere.

When choosing small law office software, consider:

• Ease of use and onboarding.
• Essential features such as case management, document management, time tracking, and billing.
• Strong security and compliance to protect sensitive client data.
• Seamless integrations with trusted tools (e.g., accounting, email, calendars).
• Scalability so the software can grow with your firm.
• Responsive, knowledgeable customer support.

A well-designed platform balances powerful functionality with affordability, fitting within a small firm’s budget while boosting efficiency and streamlining daily operations.

One of the best software solutions for small law firms is CaseFox, thanks to its advanced features combined into one affordable tier. This budget-friendly software is built to support the full lifecycle of a matter, from client intake to case resolution.

CaseFox delivers case intake, AI document generation and analysis, secure storage, time tracking, billing, trust accounting, calendaring, invoice generation, secure client communication, and payments—while remaining fully compliant with standards such as ABA and IOLTA.

CaseFox is designed for small law firms and offers comprehensive trust accounting features, including IOLTA-compliant management of client funds. It helps securely track all transactions in a centralized ledger, generate audit-ready reports, and ensure compliance with legal standards.

Additionally, CaseFox integrates seamlessly with QuickBooks and Xero to streamline your overall accounting processes.

CaseFox Pricing Plans:

• Free Forever (Solo Plan): $0, up to 2 users and 4 cases, with Pro features included.
• Pro Plan: $39 per user/year with unlimited cases, 10 GB of storage, client portals, calendaring, integrations, and more.
• Enterprise Plan: $79 per user/year – everything in Pro plus advanced intake management, white labeling, priority support, and personalized services.

This way, small firms can start using the tool for free and upgrade as their practice grows.