CaseFox
8.7#1 in legal practice management softwareFrom $45 a monthFree planAndroidiOSWebAPI
Visit| Fact | CaseFox | Osprey Approach |
|---|---|---|
| API | A Web API exists but is offered selectively, with prospective users asked to contact CaseFox about their use case. | Customer API access is available on Premium and Enterprise plans under Osprey's published API Terms. |
| Case management | CaseFox stores client, matter, document, task and calendar information in a centralized case workspace. | Case management features include automated workflows, document management, legal form creation, and time recording. |
| Client intake | Customizable intake forms and built-in conflict checks support new-client screening and case setup. | Yes |
| Founded | CaseFox says it launched in 2011 as a legal billing and case management tool in Silicon Valley, California. | 1988 |
| 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 integration partners include Microsoft 365, InfoTrack, DocuSign, Perfect Portal, Lexis Smart Forms, Minerva, Katchr, and TextAnywhere. |
| Practice management | Features include case and task management, court calendars, deadline reminders, and case reports exportable to Excel. | Practice management features include compliance, reporting and business intelligence, and a third-party portal. |
| Product | CaseFox is legal practice software for managing billing, cases, documents, and time, designed for attorneys, CPAs, consultants, and investigators. | Osprey Approach is a cloud practice and case management solution for lawyers and law firms of all sizes. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | Osprey says its system is hosted in UK data centres and lists SSL encryption, firewall protection, and data syncing between two locations among its security services. |
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.