CaseFox
8.7#1 in legal practice management softwareFrom $45 a monthFree planAndroidiOSWebAPI
Visit| Fact | CaseFox | Matterbee |
|---|---|---|
| Client intake | Customizable intake forms and built-in conflict checks support new-client screening and case setup. | Yes |
| 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. | Listed integrations include Microsoft Outlook, Word, SharePoint and 365, DocuSign, Credas, Xero, Salesforce and AppExchange; APIs and external system connections are also listed. |
| Intended users | CaseFox says it serves solo practitioners, small and mid-sized firms, large firms, and enterprise legal teams across diverse practice areas. | Matterbee is presented for law firms, with demo options covering conveyancing, litigation, private client, commercial, family, and employment practices. |
| Product | CaseFox is legal practice software for managing billing, cases, documents, and time, designed for attorneys, CPAs, consultants, and investigators. | Matterbee is an AI-native practice management system for law firms, built on Salesforce. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | Listed controls include role- and matter-based access, ethical walls, multi-factor authentication, single sign-on support, encryption in transit and at rest, audit trails, and client data segregation. |
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.