CaseFox is a cloud-based software solution tailored for legal professionals, including lawyers, CPAs, and consultants, facilitating efficient management of law firm operations. Through its suite of tools, users can easily keep track of time and expenses, manage legal billing, handle trust accounting, and organize case documents. The software also provides features for client intake forms, task tracking with LEDES invoicing, and categorization using UTBMS codes, enabling precise billing and documentation.
In addition to these functionalities, CaseFox offers a custom field creation feature for secure data management and encryption of client information. Users can benefit from an analytics dashboard, manage hourly rates, and utilize a task calendar. One-click invoicing and payment receipt generation streamline financial processes, while a client portal enhances communication. The software integrates seamlessly with widely-used legal tools and platforms, including PayPal, Quickbooks, and Google Drive. Pricing information is available upon request and may vary based on customization and user needs.