CaseFox
8.7#1 in legal practice management softwareFrom $45 a monthFree planAndroidiOSWebAPI
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| Fact | CaseFox | iManage Conflicts & Intake |
|---|---|---|
| Founded | CaseFox says it launched in 2011 as a legal billing and case management tool in Silicon Valley, California. | 1995 |
| Headquarters | Silicon Valley, California | Chicago, United States |
| Integrations | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. | The product connects to Dun & Bradstreet, World-Check One and Bureau van Dijk for corporate affiliations and third-party risk information. |
| Intended users | CaseFox says it serves solo practitioners, small and mid-sized firms, large firms, and enterprise legal teams across diverse practice areas. | The product is mainly used by professionals responsible for new-client onboarding involving conflicts searches, clearances and business intake. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | The product page says organizations can control access to sensitive client content during intake and onboarding and set security policies for onboarding documents. |
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 professionals responsible for new-client onboarding, especially teams handling conflicts searches, clearances, and business intake. iManage also describes it as an out-of-the-box option for small organizations seeking lower implementation complexity.