CaseFox is a cloud-based legal billing and practice management software built for law firms, solo practitioners, lawyers, attorneys, CPAs, accountants, billing specialists, paralegals, and other legal professionals who need a practical way to manage both their work and financial operations. CaseFox brings together time tracking, case management, and billing functions into a single, organized system.
Key Features & Functions:
Time tracking and Billing
Users can record time and expenses as they work, apply billing rates, and generate invoices individually or in bulk. For firms working with corporate clients, CaseFox supports LEDES billing, helping ensure invoices meet required formats. Built-in legal accounting tools provide better visibility into financial activity and help maintain accurate records.
Case management
Allows users to organize matters, documents, and communication in one place. Each case acts as a central record where tasks, notes, files, and updates are stored, making it easier to stay organized and avoid losing important information. Document management and AI-assisted document generation further support day-to-day legal work.
Client Intake and Task Management
CaseFox also includes client intake and conflict check capabilities, helping teams onboard new clients and identify potential issues early. Legal calendaring and task management tools help keep deadlines, court dates, and responsibilities on track.
Invoices and Billing
For client interaction, the platform provides a secure client portal where clients can view invoices, make payments, and stay updated on their matters. Online payment integrations such as PayPal and LawPay make it easier for firms to receive payments without delays.
CaseFox integrates with commonly used tools including Microsoft Outlook, Google Workspace, QuickBooks, OneDrive, Google Drive, Google Docs, Google Calendar, and iCal, allowing users to continue working within familiar systems while keeping their legal operations connected.
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