CaseFox
8.7#1 in legal practice management softwareFrom $45 a monthFree planAndroidiOSWebAPI
Visit| Fact | CaseFox | Insight Legal |
|---|---|---|
| Accounting | CaseFox supports trust and operating accounts, IOLTA tools, detailed ledgers, and accounting reports. | Legal accounts functionality manages both client file accounts and the law firm’s business accounts. |
| Case management | CaseFox stores client, matter, document, task and calendar information in a centralized case workspace. | Case management provides tailored case plans, matter records, workflows, document storage, reminders and task guidance. |
| Data retention | Terms say data older than five years may be purged after notice, and users should export older data beforehand. | The legal accounts FAQ says there is no limit on how long data can be kept and mentions a data redaction function for GDPR purposes. |
| Integrations | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. | The maker describes integrations with Veriphy for AML and credit checks, Outlook for email, and Index PI for property searches and reports. |
| Product | CaseFox is legal practice software for managing billing, cases, documents, and time, designed for attorneys, CPAs, consultants, and investigators. | Insight Legal combines cloud based accounting, case management and practice management software for law firms. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | The maker says the service is backed by Microsoft Azure and uses data protection and encryption on multiple levels. |
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.
You want what its maker publishes above — check its page for the details.