CaseFox

Overview

CaseFox brings case administration, billing, document work, time tracking, and accounting together in legal practice software. It is intended for attorneys, CPAs, consultants, and investigators. The maker says the service supports solo practitioners, firms of different sizes, and enterprise legal teams across varied practice areas.

CaseFox is made by CaseFox, founded in 2011 and based in Silicon Valley, California. It uses a freemium model: the Solo plan is free forever, while paid plans start at $45 per user per month. A free trial is available.

Key features

Casework and schedules

Case and task management sit alongside court calendars and deadline reminders. Case reports can be exported to Excel, and a one-click workbook export covers time and expense entries, trust transactions, clients, cases, invoices, payments, calendar entries, and tasks. That gives teams a way to take a broad set of operational records out of the service.

Time, billing, and payments

CaseFox tracks time and expenses, supports one-off and batch invoicing, and offers recurring billing. Legal billing options include UTBMS codes and LEDES invoices. The product also supports payment plans, a client payment portal, ACH and card payments, legal billing integration, and reconciliation tools.

AI and documents

CaseFox AI can draft and review legal documents, analyze case files and contracts, pull details and citations from uploaded files, and provide matter insights. Document and file workflows can connect with services including Box, Dropbox, Google Drive, and Microsoft Office 365.

Accounts and integrations

Accounting capabilities include trust and operating accounts, IOLTA tools, detailed ledgers, and accounting reports. Other listed integrations include Google Calendar, Gmail, Outlook, QuickBooks, Xero, PayPal, and LawPay.

Mobile work, security, and support

The iOS and Android apps support offline case work and later data synchronization; the maker says they launched in 2017. CaseFox says it uses SSL and other encryption, replicates its database to a data center in another state, makes regular backups, and limits server access to key personnel. It advertises 24/7 phone, email, and chat support, plus onboarding, staff training, and data migration services.

Pricing

The Solo plan costs free and is billed Free Forever. It includes access to 4 cases, 2 users, and all PRO features. The Professional plan costs $45 a month, billed per user/month, and includes unlimited cases, 10 GB+ document storage, 2-factor authentication, and free add-ons. The Enterprise plan costs $99 a month, billed per user/month. It includes everything in Pro, white labeling, a complimentary firm website, and custom data migration; customization is available at additional cost.

Platforms

CaseFox is available on Android, iOS, and the web. The mobile apps support offline case work with data syncing later.

Who it's for

The combination of case tracking, legal billing, trust accounting, and document tools may suit legal professionals who want these workflows in one service. Its stated audience spans solo practitioners, small and mid-sized firms, large firms, and enterprise legal teams, while the product description also names CPAs, consultants, and investigators.

Pros and cons

• Pros: The feature set covers case and task management, calendars, reminders, billing, trust accounting, AI document assistance, mobile offline work, and broad Excel export.
• Pros: A free forever plan is available, and the paid plans specify per-user monthly pricing.
• Cons: The free plan is limited to 4 cases and 2 users, which may constrain a growing practice.
• Cons: Enterprise customization costs extra, and the listed plan details do not state the amount.

Alternatives

For related legal software, compare CaseFox with Mitratech CaseCloud, Caddi, or Reflekt Legal. For billing-focused options, see our Legal Billing Software list; for broader case and firm workflows, browse Legal Practice Management Software. Readers evaluating payments can also consult Legal Payments Software, while firms focused on conflict checks can review Legal Conflict Checking Software.

Verdict

CaseFox is a broad legal practice platform whose scope extends from case calendars and time entries to invoices, trust accounts, AI document tools, and exportable records. Its free plan offers a starting point for a small caseload, while Professional and Enterprise add larger-scale options at stated per-user monthly rates. The main considerations are whether the Solo case and user limits fit, and whether the organization needs Enterprise services such as white labeling or custom migration.