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CaseFox vs Insight Legal

CaseFox

8.7#1 in legal practice management softwareFrom $45 a month
Free planAndroidiOSWebAPI
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What both publish

FactCaseFoxInsight Legal
AccountingCaseFox 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 managementCaseFox 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 retentionTerms 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.
IntegrationsListed 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.
ProductCaseFox 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.
SecurityThe 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 plans

  • SoloFree
  • Professional$45 a month
  • Enterprise$99 a month

Insight Legal plans

  • Bespoke legal software estimate—

Pick CaseFox if…

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.

Pick Insight Legal if…

You want what its maker publishes above — check its page for the details.

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