CaseFox
8.7#1 in legal practice management softwareFrom $45 a monthFree planAndroidiOSWebAPI
Visit| Fact | CaseFox | CloudLex |
|---|---|---|
| Client intake | Customizable intake forms and built-in conflict checks support new-client screening and case setup. | Yes |
| Founded | CaseFox says it launched in 2011 as a legal billing and case management tool in Silicon Valley, California. | 2015 |
| Headquarters | Silicon Valley, California | New York City, New York, United States |
| Integrations | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. | CloudLex lists integrations including Microsoft 365, QuickBooks Online, DocuSign, Adobe Sign, Google Workspace, Dropbox, and RingCentral. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | CloudLex says its Microsoft Azure-hosted platform uses 256-bit encryption and SSL and complies with HIPAA, IRS, and AICPA standards. |
CaseFox suits solo practitioners and legal teams that need case management, billing, and trust-account tools together. It also lists CPAs, consultants, and investigators among its intended users.
It suits plaintiff personal injury firms needing intake-to-settlement workflows, mobile access, and legal matter tools. Firms wanting Lexee AI, client portals, and listed business integrations may also find it relevant.