CaseFox Reviews

“Perfect for Ledes invoice formatting

Pros

I was looking for a simple way to create invoices in Ledes format and your platform had the perfect built-in feature that made it incredibly easy. It saved me so much time and hassle

Cons

The design might not be as flashy as some other software out there but I am buying functionality, not just a pretty interface to impress me.

“Simple and Efficient Legal Billing Software

Pros

CaseFox is a user-friendly legal billing software that helps law firms streamline their billing and case management tasks. It offers great features like time tracking, expense tracking, invoicing, and automated payment reminders. The software is perfect for solo practitioners or small law firms, as it simplifies the process of managing multiple clients and cases. CaseFox also provides useful reporting tools that make it easy to track payments and stay organized. With its cloud-based system, you can access your data from anywhere, making it convenient for busy professionals.

Cons

While CaseFox is packed with useful features, it may take a little time for new users to get fully comfortable with the interface. Some users might find the customization options for invoices a bit limited compared to other more complex systems. However, these small limitations do not overshadow the overall efficiency and value the software provides, especially for smaller firms or solo practitioners.

“Great Tool For Law Firm

Pros

The best feature for me is the legal billing system. It helps me track my billable hours and expenses efficiently, and I can quickly generate accurate invoices for my clients. I also really like the AI document template generator. It has saved me so much time by creating legal templates with just a few clicks. This feature is a big time-saver, especially for repetitive tasks.

Cons

The only thing I would mention is that it took a little while to get used to all the options available. There’s a lot the software can do, and while it’s very powerful, the initial learning curve was a bit steep. However, once I figured it out, it became a lot easier to use.

“exceptional service with stress-free management

Pros

I really appreciate how well-structured and thorough this system is. The features for managing clients and billing are fantastic.

Cons

It is essential to have multiple intake types available on the platform for different cases. This way, there is no need to adjust the intake forms to request case-specific information. In addition, the interface on the Apple app could use some upgrades.

“affordable, but the old system worked better

Pros

What stands out most to me is the affordability, along with the capability to monitor hours effectively.

Cons

The latest system is disappointing. The fonts are oversized, things are hidden and not easily accessible, and overall it is extremely challenging to use and locate what you need.

“takes some time to get comfortable with it

Pros

It seemed like there was a genuine attempt to address the lingering issues, which was reassuring.

Cons

Everything else aside, it is impossible to work effectively with a system if you lack trust in it.

“love some of its features

Pros

The time and attendance tracking works wonderfully, and entering time for any task is smooth.

Cons

Document management does not function as well as it does in other systems, like Worldox.

“absolutely love this software

Pros

So far, I have been able to use everything by myself, and it feels pretty intuitive. The final product, whether an invoice or bill, looks extremely professional. Since I currently only have one client, it does not make sense for me to pay for legal billing software. I am very thankful that CaseFox offers a permanently free option for those starting out with just a client or two. Once my client list grows, I will definitely subscribe. I am grateful for this choice!

Cons

I am still getting used to everything, but so far, the main issue I have encountered is editing time or expenses after they have been billed. I also ended up with multiple invoices I did not intend to create, although I was able to combine them. Still, they printed under separate headings.

“fantastic customer support and service

Pros

Every time I have needed assistance or had a question about a report or feature, the support team has been outstanding. They have customized reports for me and fixed a few items when I mistakenly selected the wrong command.

Cons

My overall experience has been excellent. They have been quick to respond, and the reports I can generate help me immensely in managing the financial aspects of the business on a daily basis.

“no customer support whatsoever

Pros

After three decades in practice, this has been the worst customer service experience I have ever seen.

Cons

There was no support when I needed it, and I felt stranded with a lot of money on the line.

“Recommended for a small or solo firm

Pros

CaseFox offers all the features I would expect from any case management or billing software, but with a price point that is truly unmatched. This makes it feasible and sensible for a small or solo firm to adopt right away, learn the system, and scale as the practice grows.

Cons

It is hard to choose what I like the least because I have not found anything missing from CaseFox. The number of features, integrations, and customization options can be overwhelming at first. But, like with any software, it just takes time to get used to it. If I had to pick, maybe customizing the time code list? I am fairly certain that option exists, but I have not figured it out yet.

“Customer service sucks

Pros

It is inexpensive, and that is about the only thing I can highlight.

Cons

I ran into an issue recently, and CaseFox's response was something like, "Do you even know how to use a computer?" Things went downhill from there. I called to talk to someone, but there was no response. Honestly, I hope you were hacked because this is embarrassing. You should be ashamed, CaseFox.

“offers some impressive features

Pros

There were plenty of features, and it managed client intake in a very smooth manner.

Cons

Gaining access to the client portal proved to be a bit of a struggle.

“Reporting needs to improve

Pros

Whether I am looking for specific transactions or simply ensuring everything is up to date, the entire process feels smooth.

Cons

The reporting options are quite limited. For tax purposes, I need a revenue report by state, but CaseFox cannot generate this data. I have to download an Excel file and then manually check each client's location.

“As good as expensive ones

Pros

The pricing is far more reasonable compared to other options out there and their support is always responsive and excellent.

Cons

The task management features are not as developed compared to other software I have used.

“Love Casefox

Pros

It offers professional service, clients receive professional-looking invoices, and it is easy to navigate. Plus, there are a lot of useful features built into it.

Cons

CaseFox is diificult to use for me. I do not use the software frequently enough to fully take advantage of all its features.

“ideal for small legal firms

Pros

This software is budget-friendly and simple to implement for a small firm that does not require costly or complicated systems.

Cons

The accounting tools are not very comprehensive. I mainly use the software for billing and time tracking.

“worth the money

Pros

It is easy to learn, fits various electronic billing formats, requires minimal training, and clients have been satisfied with its performance.

Cons

The to-do list should function more like a simple checklist rather than being tied to specific periods.

“works fine until you need help

Pros

CaseFox is easy to grasp and start using, but do not expect much from customer service if you run into issues, it might just be enough reason to cancel.

Cons

Customer service is non-existent. No one is ever available to take a phone call, and emails about program errors go unanswered. If you are lucky enough to get a reply, it will be so condescending that you will be motivated to leave a review like this to let others know how terrible CaseFox and its support are.

“an irreplaceable tool for legal professionals

Pros

What I love most about this software is how it handles financials, case load tracking, and record-keeping. It really improves my efficiency with invoicing and gives me a clear overview of everything happening in my practice from an accounting standpoint. The client information also helps me contact clients quickly without needing to pull out physical files.

Cons

The software automatically assigns a case number to every project, but sometimes there are duplicates. I have to manually check each case number to avoid duplication and assign new numbers myself.

“the top choice for case management software

Pros

There are so many great things I could say about CaseFox, but to keep it short, their integration with multiple platforms is truly impressive. It makes our job so much easier, especially when working with clients who use different platforms like Microsoft, Google, Dropbox, PayPal, and others. The vast array of features and functions covers all of our needs and then some. It is very versatile, and with all its time tracking and case management capabilities (across mobile, tablet, web with two different UIs, text service), our team's billing accuracy has improved by over 15%. That is pretty amazing! And just to add, it is super simple to use.

Cons

Let me start by saying we have found workarounds, and things are running smoothly! That said, I wish there were more customization options for users. They offer five settings, which is great, and you can toggle certain functions on or off for specific users like office secretaries. Still, having more customization options would really benefit our particular workflow.

“better quality and value than competitors

Pros

I love everything about this software! Billing and invoicing are a breeze. It generates all kinds of reports and even exports to Excel, which I find incredibly useful. Plus, they offer two user interfaces, the classic and the modern. The modern one is better than what most competitors have, but I still have a soft spot for the classic. I have tried free trials of MyCase, Bill4Time, Practice Panther, Clio, you name it, but CaseFox is hands-down the best. I will not be switching anytime soon.

Cons

Like other legal billing software, I wish CaseFox had a fully integrated accounting suite. A built-in system like QuickBooks would be ideal. While it does integrate with QuickBooks and Xero, it would be more convenient to have everything on one platform. Other than that, keep up the great work!

“A solid system

Pros

CaseFox is simple and effective to use, with a great range of features that outshine many more expensive solutions.

Cons

There were no major issues with this product.

“loved using casefox

Pros

We like how easy it is for all employees to use, each having their own log-in to run personal reports. We also love that it is web-based, so data is stored securely off-site, allowing for access from home or while traveling.

Cons

The only issue we have come across is the inability to set different billing structures for different clients. For example, some clients may have a retainer, so we need to track the trust account balance and display that on invoices. Others, like defense clients, are billed strictly by the hour. However, the invoicing settings seem to be applied universally and cannot be customized for individual clients.

“Works really well for us

Pros

As a solo practitioner, I find CaseFox very easy to use, and it keeps everything well-organized. The mobile app is fantastic for checking things when I am not near my computer.

Cons

I wish the system had automatic backups to the cloud or another solution.

“great features at an amazing price point

Pros

I tried out free trials of several different billing and case management systems, and at my former firm, I personally used one of the leading software products in the industry. Without a doubt, CaseFox is a far superior product. It is incredibly easy to set up, and it integrates perfectly with my Google suite and LawPay. I use Google Drive for document management, but they also integrate with Dropbox and other cloud services. CaseFox links my team to the same documents through the software, so we are always working on the same version, with no overlap. Billing is super easy, and it is directly connected to LawPay, so there is no need to jump between different platforms for billing or confirming payments. There is also a client portal, though I do not use it as much as I would like, but my clients who do say it is simple to log in and use. I also appreciate that I can purchase add-on services like more storage or additional users without being forced to pay for features I do not use. Customer service has always responded promptly. The pricing of CaseFox is what really sets it apart. I was concerned when I first signed up that the lower cost meant the product would not be as good. I had already accepted that I was not willing to pay the high fees other software companies charge, but I was pleasantly surprised to find that CaseFox is just as good, if not better, than more expensive products, all at half the price.

Cons

The only problem I occasionally encounter is how easy it is to use. Most functions, such as billing and setting up a file, are easy. However, linking my Google Drive or bank accounts has been more complicated, requiring a more in-depth look into the software. Setting these up was not as intuitive, but customer service helped, and my younger colleague figured it out.

“helped me dramatically improve billing accuracy

Pros

As a solo practitioner who only takes on a few cases each year, the time-tracking and billing features were critical for me. In the past, I often ended up not billing for time I failed to record right away because I was concerned my estimates would not be accurate. CaseFox's app makes it so easy to track time with its timer and other tools. The invoices are accurate and look very professional. It also helps me track my trust account, showing additions and withdrawals for each client.

Cons

The online training was not very comprehensive, but the software is fairly easy to navigate, and it provides good examples to follow.

“with a few updates, it could suit forensic investigators better

Pros

The software's integrations with office tools are very helpful. It works well with Microsoft Office, QuickBooks, Dropbox, and more.

Cons

The tool would offer more flexibility if there were two distinct environments, one for the lawyer and one for the expert. Many tasks that the forensic expert handles do not overlap with the lawyer's responsibilities, and it would be helpful to hide the unnecessary ones. Plus, the expert is often hired by a third party and works for the lawyer but invoices the third party. The software's data model does not recognize this setup well, and the workarounds are clunky.

“Smooth integrations with everyday tools

Pros

The internal linkages work well for me and I appreciate how smoothly it integrates with tools like MS Office, QuickBooks and Dropbox.

Cons

In my workflow, the tool would feel more flexible if there were separate environments for lawyers and experts. I find that forensic experts don't need to interact with every task, even though some overlap with legal work. It would also help if the system handled cases where the expert invoices a third party rather than the lawyer, since the current workarounds feel clunky.

“Responsive support and constant improvements

Pros

From what I've seen, it covers everything I need. I've experienced customer support as quick, reliable and very responsive and I can tell the team is constantly working to improve the product.

Cons

For me, the only thing I'd change is having more control to rearrange the user interface. It works fine as it is but a bit more flexibility there would be nice.

“Useful free plan for case management

Pros

What I like most is that it includes all the basic case management features I need in the free plan. It gives me plenty of time to decide if it's the right fit for my practice before committing to a higher tier.

Cons

From my experience, it is going through a redesign and while it doesn't cause major problems if I stick to one version, switching to the new version creates issues. I've noticed it lacks some features from the old version and reformats certain reports.

“Dependable tool used every day

Pros

From my experience, I'm very happy with it and we use it every single day.

Cons

For me, it took some time to get used to everything at the beginning.

“No training needed to get started

Pros

For me, it's extremely easy to use and doesn't require weeks of study or training to understand. I don't have time to read manuals, so I needed something I could jump into right away and this fit perfectly since I use it all day, every day.

Cons

At this point, I honestly can't think of anything the program is missing for my needs.

“Affordable basic billing and case tracking

Pros

Before adopting this software, we were manually entering billing details and billing used to take about two days. I don't think it's perfect or meant for everyone but for my family law and criminal defense practice, it's been excellent for the basics. I still use the old format since I switched back quickly after seeing the new one but for the price point, I feel it's hard to beat unless you're looking for heavy automation.

Cons

In my usage, there have been some issues with the Safari browser and the timekeeper. I mostly use PCs so it's not a big problem for me but I did notice tracking stopped when the computer went to sleep, like during calls.

“Inexpensive and easy-to-use software

Pros

What stands out to me is how inexpensive and easy it is to use.

Cons

From my perspective, it lacks several features that are available in other similar products.

“Reliable and easy billing tool

Pros

In my daily work, I rely on this tool constantly. It has completely changed how I handle billing and accounting and I also use it to keep track of tasks on my to-do list. I find it very easy to track time spent on specific projects.

Cons

For my work, the one change I'd request is the ability to reallocate expenses to just one person when two people are sharing the cost of my services.

“convenient and simple interface

Pros

I really enjoy how simple it is to move around the system and understand what everything does. Whenever I'm unsure about a feature, I can rely on the helpful icons which makes the experience even better for me.

Cons

At this time, I don't really have any cons to point out and everything feels pretty great to me.

“User-friendly with good pricing

Pros

From my point of view, it's user-friendly, simple, easy to correct mistakes in and the pricing is a big plus.

Cons

In my experience, there are occasional bugs and glitches but they haven't been a big deal since I've always managed to find a workaround.

“Supports invoices and time tracking

Pros

I appreciate that it supports LEDES invoice submissions and works well for tracking time and generating invoices. I also find it easy to add or remove users and set different billing rates for different clients and matters.

Cons

For me, invoice customization is limited and I sometimes have to do extra formatting when exporting invoices to Word before finalizing them.

“All-in-one client and billing management

Pros

For my needs, it's very easy to use and includes all the features I want, from setting up clients and matters to timekeeping, invoicing, ledgers and billing history.

Cons

Personally, I can't think of any issues I have with the software right now.

“easy and user-friendly platform

Pros

I find it simple to use and very user-friendly overall.

Cons

In my opinion, the case category reporting could be improved and developed further.

“Affordable and dependable software

Pros

Having used other software at previous firms, I was careful with expenses when opening my own practice. I chose this tool initially because of the price but I've continued using and recommending it for the service and the easy-to-use platform as well.

Cons

From my use, the check printing feature hasn't felt very user-friendly.

“Highly customizable tool

Pros

As someone who practices intellectual property law, I really value the level of customization this tool offers. I've used other leading products and often felt frustrated by how few features applied to IP work but here I can customize invoices, billing codes and case details. Once I set up invoices to reflect payments properly, bookkeeping became much easier for me.

Cons

Over time, I've grown used to the default interface, even though it originally felt messy and outdated, despite the option for a more modern look.

“Better usability than expensive alternatives

Pros

Based on my experience, we've used much more expensive case management software in the past that didn't match this tool in ease of use or functionality. I've also found their support to be excellent whenever we needed help.

Cons

For my learning needs, I'd like to see more YouTube tutorials that explain the advanced features of the software.

“Free version made upgrade simple

Pros

What made the upgrade simple for me was that the free version felt just as capable as the paid one. Moving up was an easy decision and I felt confident choosing it over competitors.

Cons

In my daily use, the system feels a bit clunky and the UI/UX needs work. I don't really understand the new interface, so I've stuck with the classic version and the Google Drive integration could be better which is why I mainly use it just for timekeeping.

“Mobile-friendly and easy to adopt tool

Pros

At first, I was intimidated by the amount of software available and needed something simple for all employees to use. I also love having a mobile app which makes things much easier when I'm out of the office or at the courthouse.

Cons

With billing, I found it took some practice and when I have to write off unpaid amounts, it still appears as income which is confusing for me.

“Steep learning curve for teams

Pros

For me, it worked well when it came to getting organized which was honestly the only part I liked but it did help with tracking files.

Cons

For my team, it required a lot of training before we could use it comfortably and it didn't feel very adaptable for others in our firm.

“Reliable and simple for small business

Pros

From my experience, this software has been reliable and easy to use while operating a small business.

Cons

From my experience, the combination of PayPlus services with LawPay makes the workflow between it and LawPay unclear.

“Versatile with productivity monitoring

Pros

What I really enjoy is the versatility of this program and the fact that it lets me monitor my staff's productivity throughout the day. Those reports are especially useful when it comes time for performance reviews.

Cons

At this stage, I've only just started using the product, so we're still finding our way around it and so far I haven't found anything I dislike.

“Professional billing issues with glitches

Pros

When my partners and I launched our law firm, we ran several price and functionality comparisons and for me, this tool simply couldn't be beaten. We used it for the first 15 months of our practice as we grew our team and client base and it allowed me to structure billing exactly how I wanted while easily tracking trust account payments.

Cons

In my view, there are three main issues, typos, bills that looked unprofessional and frequent glitches. I could tell it was managed by an offshore team due to the English errors and we eventually moved from it to LeanLaw because it offered more professional billing and easy QuickBooks integration.