FactBox is a cloud-based legal management solution suitable for small to midsize practices in a variety of specialties. The solution is especially suitable in employment, personal injury, criminal defense and family law practices. Key features include evidence and fact-tracking management.
FactBox centralizes all content for cases in a single location. Facts and ideas can be categorized during the case-building process. All facts connected to a case can be sorted and filtered through the use of custom tags. Users can generate reports, which can then be edited as needed and sent to clients.
FactBox is available for purchase on a per-user, per-month basis.
Jason from Shinn Legal, PLC
I am a Michigan licensed attorney and have been practicing since 2001. Most of my practice is focused on business and employment litigation supplemented with employment law compliance and Internet related transactional work. In the middle of 2014, after years of using Lexis Case Map and TimeStream by Ntrepid, as well as other options (Word documents to create outlines, Excel to track data, etc.) I tried Factbox on a trial basis and shortly thereafter became a full-time, paying customer. It has become an integral part of my legal practice for myself and paralegal.
There is a very short learning curve. Both my paralegal and I were able to use it with minimal time trying to figure out its features or setting it up for our cases. The software is extremely flexible in terms of using it for a diverse range of cases. Yet, it is very easy to set up case templates to efficiently recycle legal work product for the next case. Also, FactBox does not require any advanced server configurations or other technology specific integrations for my paralegal and me to use the product in the office or remotely. In contrast, other products required setting up onsite hosting solution and/or hosted options with additional fees/licensing in order to have real-time, remote access.
Also, the report features have created a number of efficiencies relative to depositions and other court proceedings. For example, tagging ¿facts¿ with certain keywords allow me to generate reports (word documents or spreadsheets) with information specific to a deponent. Also, it allows for a centralized database where information about witnesses is collected. We also use the witness information to generate witness list.
Additionally, the customer service has been top-shelf; Very responsive and knowledgeable about the product.
Frank from Rosen, Schafer and DiMeo
I have been looking for a program to help organize all of the information we get on a case in a attorney views the information. And most importantly be able to access the source of the information easily.
Factbox does that perfectly.
An easier interface with Google Drive would be nice.
Also by simply adding hour to the date field you would really help using it as a timeline. I am surprised the folks at Factbox haven't done that yet. But I expect they will.
John from Freelance Investigator
Simple, straightforward interface converts into a good-looking MS Word report, especially in "memo mode,"- making it a serious time-saver for report drafting (especially with its collaborative capabilities). Organization fields allow for sorting alphabetically, chronologically, by user-generated tags and by source, and can be done ad infinitum, and being able to reorganize like that allows for a much-needed "second perspective" when presenting findings. Like I said it's a simple interface, so there learning curve is quick. Easy to set up and get started on, otherwise haven't had too much customer service contact. Excited to see what kinds of updates they put out.
Bob from Meynardie & Nanney, PLLC
I am new to FactBox and just getting my new cases loaded but entering facts and linking them to issues is esay and creating a report or memo on them is very easy.
Have not yet used it for collaborating with other lawyers or paralegals but that too should be a strength.
Ben from Cramer Legal, LLC
Finally there is software that integrates with my workflow instead of making me change to fit the software. FactBox, as the name suggests, is fact-management software. It is also incredibly easy to use, unlike other litigation management software that I have used.
FactBox is managed by a top-notch team and is very responsive to feedback. I had a request and was surprised to be contacted by a developer about implementing it.
I strongly recommend FactBox to anyone who needs to manage large matters or just wants their cases to be better organized.
Diane from The Cherry Law Firm, P.C.
Love using FactBox and the ability of staff and clients to add to the facts, evidence and content.
Makes preparing for trial a whole lot less of a headache and a big difference in my practice!
Well worth the $$$!!
Gabe from Hiscock & Barclay, LLP
FactBox is a great tool for organizing facts and case themes. It is also a good project management tool. It's very user friendly.