CaseFox 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

CaseFox

4.5

(96)

Pricing

Starting at $39.00 per month

About CaseFox

CaseFox is a cloud-based billing and practice management solution for attorneys, CPAs, consultants, investigators, and other legal professionals. It is best suited for solo to large-sized firms that are looking to streamline time tracking, invoice generation, and case management. This solution provides time-saving features to efficiently manage all client data and documents from one centralized platform. A CaseFox mobile app is available for iOS and Android devices.

The platform includes tools to simplify timekeeping and expense tracking for billable and non-billable hours, including a desktop timer and a quick time entry feature. Legal teams can categorize time entries by attaching UTBMS codes and track tasks using LEDES invoicing. Time entry notes can be exported as PDF and Excel files. CaseFox also supports custom field creation that can be utilized to securely store and encrypt case and client data as needed. Other features include AI document generation & analysis, event/task calendar, hourly rate management, one-click invoicing and payment receipts, a client portal, an analytics dashboard, plus more.

Support is available via phone, email, a support portal, and other online...

CaseFox Screenshots

CaseFox Pricing and Plans

Starting price: $39.00 per month

Free Trial

Free Version

SOLO

$0.00

flat rate, per month

Plan includes:

Case Management
Document Management
Billing
Timekeeping and Expense Tracking
Client Portal
Client Intake
Productivity Reports

PRO

$39.00

per user, per month

Plan includes:

10GB Storage
SMS Timekeeping
Premium Features
Integrations Included
Two-Factor Authentication
Custom Fields
LEDES Billing
Multilingual Bills
Conflict Check
Integrations

ENTERPRISE

$79.00

per user, per month

Plan includes:

Everything in Pro Plan
Standardize online legal client intake
Branding with our white labeling option
Priority support
One complimentary website for your firm
Custom data migration
Membership to CaseFox Consultants
Custom development

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CaseFox Features

Popular features found in Legal Billing
Accounting
Automatic Billing
Billing Rate Management
Calendar Management
Client Management
Client Portal
Document Management
Electronic Payments
Expense Tracking
More features of CaseFox
Access Controls/Permissions
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Automatic Backup
Billable Items Tracking
Billing & Invoicing
Case Management
Case Notes
Client Database
Collaboration Tools
Communication Management
Conflict Management
Conflict Tracking
Contract/License Management
Customizable Fields
Data Import/Export
Docket Management
Document Automation
Document Capture
Document Generation
Document Storage
Document Templates
Email Management
File Sharing
For Legal Professionals
Full Text Search
General Ledger
Indexing
Invoice Management
Invoice Processing
Legal Case Management
Matter Management
Mobile Access
Mobile App
Online Payments
Phonetic Search
Process/Workflow Automation
Real-Time Data
Relationship Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Risk Management
Search/Filter
Secure Data Storage
Self Service Portal
Spend Management
SSL Security
Task Management
Task Scheduling
Third-Party Integrations
Time & Expense Tracking
Time Tracking
Trust Accounting
Two-Factor Authentication
Version Control
Workflow Management

CaseFox Integrations

QuickBooks Online

Microsoft 365

Xero

Google Docs

8am LawPay

QuickBooks Online Advanced

See all 13 integrations

CaseFox User Reviews

Overall Rating

4.5

Ratings Breakdown

73%

15%

Secondary Ratings

Ease of Use

4.4

Value for money

4.5

Customer support

4.4

Functionality

4.2

Peter V.

Verified reviewer

Law Practice

Self-Employed

Used daily for more than 2 years

Review source

Reviewed May 2021

Easy and Efficient to Use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I am a solo practitioner. Case Fox is easy to use, keeps track of everything. The mobile app is great for checking on the telephone if not near a computer.

Cons:

I wish it was backed up to the cloud or another means automatically

Daro P.

Verified reviewer

Security and Investigations

11-50 employees

Used daily for less than 12 months

Review source

Reviewed May 2021

The Best Case Management / Billing software on the market (for the price), Hands Down!

Originally when we were searching for a case management/billing software, I tried about 20 different software's. CaseFox is hands down the easiest, well organized, versatile, customizable one I tried in our price range. We only use about 75% of the features (it's a very diverse system) and it handles all of our cases with ease. My firm currently operates out of 5 states, several employees and hundreds of open cases at a time. CF's down time is virtually nonexistent. When you email support, they get back to you typically within minuets. For the price (from my research, 60-80% cheaper than most others), the quality, the easy of use, OUTSTANDING customer service, diversity and customization... It's hands down the most underrated software on the market. Your doing your company and team a disservice if you don't at least try Casefox.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are a ton of amazing things I can say about CF, but to keep it short their integration with multiple platforms is hands down handy and impressive to say the least. Makes our jobs super simple working with clients that work with multiple platforms such as Microsoft, google, Dropbox, PayPal, ect... The massive amount of features and functions this software covers all of our needs plus some. It is very diverse and with all of the features to add time and manage cases (mobile, tablet, web with 2 different UI's, text service) our teams billing's and accuracy has improved by more than 15%. Which is awesome! Super simple as well.... wanted to throw that in there.

Cons:

I want to preface this by first saying that we have found ways around this and and is working great!... I wish there was more customizations to users. They have 5 settings which is great and one of them you can turn off and on functions for the user (office secretary), just for our specific use and workflow, a few more customizations would be a great resource.

Reasons for choosing CaseFox

Price, Customizations, integrations, customer service, sales teams (some of them really suck),

Reasons for switching to CaseFox

The price was too high and didn't accommodate a few of the customizations I needed for our firm.

Vendor Response

Hi Daro, We really appreciate your detailed review and you taking out your time to have it all here! Also, we will surely make your suggested changes done soon, so that you have a more seamless user experience!

Replied June 2021

Shawndrica S.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2024

Inexpensive but the old system was much better

I am disappointed in the new system and they should go back to the layout of the old system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The cost is what I like the most and ability to track hours.

Cons:

The new system is trash, fonts too big, stuff is hidden, not easily accessible and overall too difficult to navigate and find things.

Reasons for choosing CaseFox

Price and ease of installation of the system and uploading client information.

Vendor Response

Thank you for your honest feedback, Shawndrica. We’re glad you appreciate our pricing and the ability to track hours. We apologize for any inconvenience caused by the new system layout. We value your input and are continuously working to improve the user experience. Your feedback about the font size and accessibility issues will be taken into consideration for future updates. We appreciate your long-term support and are committed to making CaseFox better for all users. Thank you for sharing your thoughts.

Replied July 2024

Daniel C.

Verified reviewer

Mechanical or Industrial Engineering

Self-Employed

Used daily for more than 2 years

Review source

Reviewed December 2020

With some tweaks, CaseFox would work better for forensic investigators and expert witnesses.

I have only experience one system outage in the 2+ years I have been using the software. Unfortunately, such an occurrence happens at the most inconvenient times.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The linkages within the software allow it to play well in the office tools environment. Integrations to MSOffice, Quickbooks and Dropbox are well accepted.

Cons:

The tool would be much more flexible if there were two environments for the lawyer and the expert. There are a number of tasks that the forensic expert does not need to interface with but many of the tasks overlap with the legal side and it would be nice to have a way to eliminate the ones of no interest. I also find the expert is often retained by a third-party and works for the lawyer, but invoices the third-party. The software data model does not appreciate this scenario. The work arounds are kludgy.

Reasons for choosing CaseFox

I choose CaseFox over the competition because of the integration with other office tools.

Vendor Response

Thank you Daniel for this helpful review, we appreciate the fact that you spared your time out to review us with such details. We would surely work on the same as mentioned by you.

Replied December 2020

Daniel N.

Verified reviewer

Law Practice

Self-Employed

Used weekly for less than 12 months

Review source

Reviewed July 2022

Lifesaver Starting a Small/Solo Firm

CaseFox has made it possible for me to have a case management software while practicing as a part-time solo. Growing the practice is much slower than if it was my primary job/income. I would be using Word for invoices, Excel for time-keeping, and "Ctrl-F" for conflict checking if I never found CaseFox.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

CaseFox provides all of the features I would expect in any case management/billing software, only with an amazing price structure that won't be found anywhere else. This makes it possible, and practical, for a small/solo firm just starting up to use the software immediately, become acquainted with it, and allow it to grow with the practice.

Cons:

Like least? This is difficult because I haven't found anything I need that is missing from CaseFox. All of the features/integrations/customization make it feel a bit overwhelming at first glance. Like any software, though, that just takes time to become familiar with it all. The ability to customize the time code list, maybe? I feel like that is probably possible, but I just haven't figured it out yet.

Reasons for choosing CaseFox

Pricing for a very small, part-time solo practice

Vendor Response

Hey Daniel, We are grateful that you took the time out to leave us a review. Your feedback helps us to improve our service for everyone.

Replied July 2022

R Grant C.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2024

A month I will never get back

The stress and frustration associated with an unsynced and unworkable calendar, while deadlines are a daily occurrence cannot be understated

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There appeared to be at least some genuine effort to resolve the unresolved issues

Cons:

Everything else - you can't work with something if you are not confident in its capabilities

Reasons for choosing CaseFox

Because I thought it would sync well with Clio and I though it lessen (not increase) procedural steps in my practice.

Reasons for switching to CaseFox

It was the lesser of two unsatisfactory practice management programs, that I at least have some familiarity with

Vendor Response

Not sure what the issue was. We have been in the business since 2011 and always excelled in customer service and resolutions if we were apprised of issues. CaseFox doesn't sync with Clio, there is no reason for that. In addition to syncing with external calendars, CaseFox also provides its own calendaring including separate reminders starting from a few days prior to the appointments so no deadline is missed.

Replied July 2024

Victor M.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2023

Experience with Case Fox

More can be done. There is need to make the document management more robust. Secondly the reports available that can be generated is limiting. We need to be able to review upto 3 to 5 years of performance.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Time and attendance is great. it is simple to enter time on any matter.

Cons:

Document management does not work in comparison to other systems such as Worldox

Reasons for choosing CaseFox

the consideration was more around our budget requirement. CaseFox was cheaper than the competing product

Reasons for switching to CaseFox

the other product was proving to be more costly due to the number of users we wanted to put on the system

Vendor Response

Thank you for your feedback, Victor. We're glad you find our time and attendance features simple to use. We appreciate your comments on document management and reporting. We're continuously working to improve and will consider your suggestions for future updates.

Replied July 2024

Jonathan B.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2020

Amazing, cost-effective case management and billing software

We have tried out literally 4-5 different practice management software solutions over the years, and we have finally found one that is simple, straightforward, and cost-effective. We love it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User-friendly, intuitive, easy to fix mistakes...and, of course, the price.

Cons:

Occasional bugs and glitches, which aren't a big deal because I've always been able to find a work-around.

Reasons for choosing CaseFox

Easier and more intuitive product at a much better price.

Reasons for switching to CaseFox

Cost

Vicki H.

Verified reviewer

Legal Services

Self-Employed

Used daily for less than 6 months

Review source

Reviewed October 2025

Simple and Easy to Use

Fairly easy to use and self-explanatory. Set up of matters and time entries are very easy, compared to other programs that are overkill of information needed to set up a client or matter.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I was searching for an easy way to generate invoices in Ledes format. You provide a built-in system.

Cons:

Probably not as visually fancy as some other programs, but I'm purchasing capability and a pretty design to wow me.

Vendor Response

Thank you, Vicki, for taking the time to share such detailed feedback. We’re happy to hear that you found CaseFox simple, easy to use, and straightforward, especially when it comes to setting up matters and time entries. It’s great to know that our built-in LEDES invoicing met your needs as well. We also appreciate your honest note about the design, and we’re actively working on design improvements to make the experience even better while keeping the focus on functionality and ease of use. Your feedback truly means a lot to us, and we’re always here if you need any support or have suggestions.

Replied January 2026

Kris K.

Verified reviewer

Legal Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed June 2021

fine until you need support

fine but didn't need anything from a human until recently and now I'm here writing this response!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

easy to use/learn but don't expect any customer service (or any that isn't reason enough to cancel the service)..!

Cons:

customer service; no one available to answer a phone call ever; emailed questions about errors in the program go ignored; if you are lucky to get a response, it will be so inciting, you'll be eager to complete a review like this to let the world know how horrible a company Casefox (and its support) is..!

Vendor Response

Hi Kris, We are so sorry. We're normally known for our exceptional attention to detail, and we regret that we missed the mark. We always aim to deliver a great experience, and we are gutted when we don't meet expectations. Thanks for taking the time to bring this to our attention. We will use the feedback to make us better and to ensure this doesn't happen again. Thank you for posting this review and we're sorry to hear that your experience was not up to standards. We would like the opportunity to talk and investigate your feedback further.

Replied June 2021

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