CaseFox
8.7#1 in legal practice management softwareFrom $45 a monthFree planAndroidiOSWebAPI
Visit| Fact | CaseFox | LexSteward |
|---|---|---|
| Client intake | Customizable intake forms and built-in conflict checks support new-client screening and case setup. | Yes |
| Data export | The service offers a one-click export of time and expense entries, trust transactions, clients, cases, invoices, payments, calendar entries, and tasks to an Excel workbook. | The maker says matters, contacts, time, and billing can be exported anytime in open formats, while bulk document export is not live yet. |
| Free plan | Yes | No |
| Integrations | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. | The pricing page says Marketing leads flow directly into Practice management as matters without re-keying; it also names Anthropic Claude via Amazon Bedrock as the AI provider. |
| Intended users | CaseFox says it serves solo practitioners, small and mid-sized firms, large firms, and enterprise legal teams across diverse practice areas. | The maker describes the system as serving solo through multi-office firms, any practice area, and plaintiff, defense, and in-house legal teams. |
| Practice management | Features include case and task management, court calendars, deadline reminders, and case reports exportable to Excel. | The platform includes lead intake and conflict checks, matter files, deadlines, document drafting, time capture, earned-fee billing, and a client portal. |
| Product | CaseFox is legal practice software for managing billing, cases, documents, and time, designed for attorneys, CPAs, consultants, and investigators. | LexSteward combines law-practice marketing, practice management, billing, and a client portal in one system. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | The maker says client data is processed under a signed BAA in a confidential zero-data-retention environment and is not retained or used to train models. |
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.