Thank you for creating an online account at casefox.com. This privacy policy tells you how we use personal information collected at this site. Please read this privacy policy before using the site or submitting any personal information. By using the site, you are accepting the practices described in this privacy policy. These practices may be changed, but any changes will be posted and changes will only apply to activities and information on a going forward, not retroactive basis. You are encouraged to review the privacy policy whenever you visit the site to make sure that you understand how any personal information you provide will be used.

  Note:   the privacy practices set forth in this privacy policy are for this web site only. If you link to other web sites, please review the privacy policies posted at those sites.




EU GDPR (applicable only to EU based customers): Download CaseFox Data Processing Agreement


  • Collection of Information

    We collect personally identifiable information, like names, postal addresses, email addresses, etc., during the account creation process.

    The information we collect from you may be used to personalize your experience, to improve our website and services, to improve customer service, to process your requests and transactions, to provide service/product support, to send periodic emails (your email will automatically be included in our mailing list, which we use to stay in touch with our customers), to administer contests, surveys or other site feature. We will not sell your information to third parties. The collected information is not stored separate from your account information and the collected information is automatically deleted or updated when you delete the information, delete your account or update your account information. The collected information does not include any information retrieved via third party services such as Google API, Dropbox API, Box API, Office365 API,etc.

    In the course of your business, you will also enter your clients' information. We will not use your clients' information for any purposes other than for providing customer support to you on your specific request and/or to improve the site performance, if necessary. We will not sell your clients' contact information. We (including our partners, affiliates) will not establish any contacts with your clients. Unless a competent court specifically orders us to do so, we will not disclose your client list and client information to any third party.



    The information described above remains in your own account and is deleted automatically when your account is deleted. Information stored in your connected thirdparty applications is not copied. When the information is deleted in the third party accounts, the information is no longer displayed in your CaseFox account.
  • Cookie/Tracking Technology

    This site may use cookie and tracking technology depending on the features offered. Cookie and tracking technology are useful for gathering information such as browser type and operating system, tracking the number of visitors to the our site,and understanding how visitors use the site. Cookies can also help customize the site for visitors. Personal information is not collected via cookies and other tracking technology, however, if you previously provided personally identifiable information, cookies may be tied to such information. Aggregate cookie and tracking information may be shared with third parties for providing a better user experience. When you register to use our service for the first time, we may collect information such as your location, timezone, etc. from your IP address for the sole purpose of pre-filling your firm's information.

  • Distribution of Information

    We may share information with governmental agencies or other companies assisting us in fraud prevention or investigation. We may do so when: (1) permitted or required by law; or, (2) trying to protect against or prevent actual or potential fraud or unauthorized transactions; or, (3) investigating fraud which has already taken place. The information is not provided to these companies for marketing purposes.

  • Commitment to Data Security

    Your personally identifiable information and clients’ information, financial and case data are kept secure. Critical data will be encrypted before storing in our databases.

  • Third Party Services

    CaseFox allows you to connect your CaseFox account to third party service providers such as Google, Dropbox, Box, Xero, QuickBooks, etc. A limited amount of information contained in your third party accounts (e.g., Google Drive) is read when you navigate to particular pages in your CaseFox account. The third party information is read and displayed on the navigated page. For example, if you visit Documents tab of a case and if your account is linked to your Google account, the navigated page will display files that were uploaded to Google Drive via CaseFox. Files and metadata are not locally stored. Other type of data such as events, tasks are copied to your Google account when event/task is created in your CaseFox account. An event or task created in Google directly will not be displayed in your CaseFox account pages. CaseFox will allow you to delete information stored in your Google account however, only the information that you see in CaseFox, which is the information created in your Google account through CaseFox.

  • Privacy Contact Information

    If you have any questions, concerns, or comments about our privacy policy you may contact us using the information below:

    By e-mail: service @casefox.com
    By Phone: 408-905-6161
    By Fax: 408-228-3750

    We reserve the right to make changes to this policy at any time.


    by CaseFox Billing Software photo of 'CaseFox'

    CaseFox® Timekeeping, Billing and Case Management Software is designed to help attorneys, virtual firms, psychiatrists, private investigators, consultants, accountants and other professionals with their timekeeping, invoicing, trust accounting, case management, rule based calendaring and task management needs.

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