CaseFox
8.7#1 in legal practice management softwareFrom $45 a monthFree planAndroidiOSWebAPI
VisitCaseFox vs SmartVault
SmartVault
7.2#6 in legal document management softwareFrom $85 a monthAndroidiOSWebAPI
VisitWhat both publish
| Fact | CaseFox | SmartVault |
|---|---|---|
| Founded | CaseFox says it launched in 2011 as a legal billing and case management tool in Silicon Valley, California. | 2008 |
| Headquarters | Silicon Valley, California | SmartVault lists Houston, USA, and Cambridge, UK, as its locations. |
| Integrations | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. | Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign. |
| Intended users | CaseFox says it serves solo practitioners, small and mid-sized firms, large firms, and enterprise legal teams across diverse practice areas. | SmartVault describes its plans and product as designed for accounting and tax firms, while also listing financial services, legal practices, and healthcare providers as industries served. |
| Product | CaseFox is legal practice software for managing billing, cases, documents, and time, designed for attorneys, CPAs, consultants, and investigators. | SmartVault is a cloud-based document management and client portal platform for collecting, storing, sharing, signing, and managing client documents. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | SmartVault says it is SOC 2 Type 2 compliant and holds ISO 27001 and ISO 22301 certifications; it also describes IRS Publication 4557 and FTC Safeguards Rule support. |
CaseFox plans
- SoloFree
- Professional$45 a month
- Enterprise$99 a month
SmartVault plans
- SmartRequestAI bundle$12.50, paid once
- Accounting Pro$85 a month
- Business Pro$85 a month
- Accounting Unlimited$110 a month
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 SmartVault if…
You want what its maker publishes above — check its page for the details.