CaseFox
8.7#1 in legal practice management softwareFrom $45 a monthFree planAndroidiOSWebAPI
Visit| Fact | CaseFox | Valley Matter |
|---|---|---|
| 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. | Named integrations include LawPay, QuickBooks Online, Wave, Google Workspace, Microsoft 365, Zoom Phone, RingCentral, RedFax, Resend, and SendGrid. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | The site describes universal staff MFA, passkeys, hardware security keys, authenticator apps, step-up re-authentication, role-based access controls, and audit logging. |
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.