Casefox

What is casefox

Casefox is a cloud-based practice management and legal billing application aimed at small law firms, solo practitioners, and legal consultants. It centralizes time tracking, expense recording, invoice generation, and case-level matter management in a web interface and mobile-friendly views. The platform is designed to reduce manual billing work and keep trust accounting and client matter records aligned with time entries and invoices.

Casefox emphasizes simplicity for smaller teams while providing features common to larger practice management suites: multi-matter organization, task lists, calendar entries, client contact records, and integration points for accounting. Because the interface focuses on billing-related workflows, firms use Casefox to convert tracked time into invoices, manage retainer and trust balances, and produce the reports needed for collections and trust reconciliation.

The product operates as a hosted service (SaaS) with role-based access controls, data export options, and typical web security measures. Firms that need a lower-cost billing-focused tool choose Casefox when they do not require a full-featured practice management platform with advanced document automation or extensive third-party marketplace apps.

Casefox features

What does casefox do?

Casefox provides a set of features focused on the daily administrative and billing tasks of legal practice. Core functions include time and expense tracking tied to client matters, automated invoice generation, trust accounting (IOLTA) and retainer management, and basic reporting to monitor billable hours and receivables. Users can also add notes, attach documents to matters, and generate activity logs for clients.

The platform supports multiple rates and billing increments, so you can bill by user, by matter, or by task and apply different billing rates for attorneys, paralegals, or other resources. Casefox's timers and timesheet editors allow quick capture of billable work, and recorded time can be edited and approved before invoice creation.

Other features include contact and matter management, PDF invoice output and e-billing options, payment recording, and simple reminders for overdue invoices. Casefox also offers configurable invoice templates and the ability to apply discounts, taxes, and adjustments at the invoice or line-item level.

Casefox provides an administrative console to manage users, set permissions, audit billing actions, and configure firm-level settings such as invoice numbering, tax treatment, and client notification preferences. Many firms use these controls to enforce billing policies and to ensure accurate trust accounting practices.

Casefox pricing

Casefox offers these pricing plans:

• Free Plan: $0/month with limited features suitable for single-user basic time and billing
• Starter: $14.99/month per user (monthly) or $149.90/year per user (billed annually) with expanded billing features and basic support
• Professional: $29.99/month per user (monthly) or $299.90/year per user (billed annually) including advanced reporting, trust accounting options, and integrations
• Enterprise: Custom pricing for firms with multiple users, advanced security, and onboarding or migration services

These tiers represent the most common structure: a no-cost entry-level plan for simple use, a mid-tier for growing practices that need better reporting and billing options, and a higher tier for practices that require more automation, additional security controls, or dedicated support. Check CaseFox's current pricing tiers for the latest rates and enterprise options.

Each paid tier typically adds features such as increased invoice templates, batch invoicing, recurring invoice support, and priority customer service. Many vendors, including Casefox, offer annual billing discounts and custom quotes for firms that need trust accounting compliance assistance or on-premises exports for auditors.

How much is casefox per month

Casefox starts at approximately $14.99/month per user for entry-level paid access when billed monthly; the exact monthly price depends on whether you choose Starter or Professional feature sets. Monthly billing provides flexibility for small firms that want to scale the number of user seats up or down without a long-term commitment.

For very small practices the Free Plan remains an option to test basic time tracking and invoicing before committing to a paid tier. Larger teams typically select a monthly plan to give new members immediate access while the firm evaluates utilization and ROI.

How much is casefox per year

When billed annually, Casefox can reduce the per-user cost compared with monthly billing; paid plans commonly appear with discounted yearly rates for firms comfortable with a 12-month commitment. For example, Starter and Professional tiers are often offered with an annual discount that lowers the effective monthly rate.

Annual billing is useful for firms that prefer predictable operating expenses and want the lowest possible per-user price. For the most accurate annual figures and any promotional offers, view CaseFox's yearly plans and discounts.

How much is casefox in general

Casefox pricing ranges from free to roughly $15–$30/month per user for standard paid plans, with custom enterprise pricing above that range. The exact cost for a firm depends on the number of users, whether annual billing or add-on services are selected, and whether the firm requires additional services such as onboarding, data migration, or advanced compliance features.

Small solo practices can often remain on the Free Plan or the lower paid tier; growing firms that require trust accounting, multi-user administration, and integrations typically budget for the mid-tier or professional tier per user. Enterprise customers with broader needs should expect to negotiate custom pricing that factors in volume discounts and implementation costs.

What is casefox used for

Casefox is used primarily for daily timekeeping, billing, and basic case management in legal practices. Law firms use it to capture billable time accurately, convert that time into client invoices, apply retainer and trust accounting rules, record payments, and manage receivables. This helps firms reduce billing cycle time and keep ledgers aligned with client matters.

Beyond billing, Casefox serves as a lightweight matter repository: it stores contact information, matter notes, attached documents, and a history of activities tied to each matter. That makes it suitable for practices that want a simple single-pane view of client activity without the complexity of large-scale document management systems.

Casefox is also used for internal operational tasks: tracking non-billable time for employee reporting, exporting data for external accounting systems, and creating reports that show collections, aging receivables, and utilization by attorney or matter. Firms that need tighter integration with accounting or payment processors use Casefox’s export and integration capabilities to avoid manual data re-entry.

Pros and cons of casefox

Pros:

• Casefox offers a focused set of billing and time-tracking tools that are simple to learn and apply in small legal practices.
• The Free Plan: $0/month entry option allows solos to start without immediate expense and test core workflows.
• Built-in trust/retainer features and invoice templates help ensure proper client fund handling and consistent invoicing.

Cons:

• Casefox is purpose-built for billing and case-level tracking; it lacks some advanced practice management features such as document automation, full calendaring with court rules, or deep matter collaboration found in larger suites.
• Larger firms may find integrations and reporting less comprehensive than premium practice management platforms, and may require custom exports or additional tools.
• Firms with strong needs for document management, e-discovery, or integrated client portals may need to pair Casefox with additional tools.

Understanding these trade-offs helps firms choose Casefox when they prioritize efficient billing and time capture over a full-featured practice management ecosystem.

Casefox free trial

Casefox typically offers a no-cost tier and may offer free trials or demo accounts for paid tiers so that firms can evaluate features before upgrading. The Free Plan: $0/month enables hands-on testing of time tracking, invoice creation, and matter setup without entering payment details.

For paid features, vendors often provide a 14–30 day trial of mid-tier functionality so firms can test reporting, trusts, and integrations in a live environment. During the trial, firms should validate time-to-invoice workflows, test trust account transactions, and confirm export procedures for accounting reconciliation.

If a firm requires help during trial evaluation, Casefox typically provides documentation, walk-through videos, and support channels. For more detailed terms about trial lengths and availability, check CaseFox's trial and demo information.

Is casefox free

Yes, Casefox offers a Free Plan for basic time and billing needs. The free tier is intended for solos and very small practices that need basic timers, invoice generation, and matter tracking, but it has limits relative to paid plans in areas like advanced reporting, integrations, and premium support.

For firms that require multi-user administration, trust accounting with detailed controls, or bulk invoicing, upgrading to a paid tier is typically required to access those capabilities.

Casefox API

Casefox provides an API and integration surface that allow firms to connect billing records and client/matter data with other systems such as accounting software, payment processors, and document storage solutions. The API is commonly RESTful and supports CRUD operations on core objects like matters, contacts, time entries, expenses, and invoices. Webhooks or polling endpoints allow external systems to receive near-real-time updates for new invoices or payments.

Typical integration use cases include: automated posting of invoice and payment data to accounting software (for example QuickBooks Online), sending payment requests through payment gateways, synchronizing contacts with a CRM, and extracting billable data for business intelligence. Casefox also allows data export in standard formats (CSV, XLSX) for manual imports into other systems.

Developers should consult Casefox’s developer documentation and API reference for authentication models (API keys or OAuth), rate limits, sample requests, and example payloads. For integration partners and enterprise customers, Casefox may offer professional services to assist with authentication setup, mapping fields between systems, and building automated reconciliation routines. Check Casefox’s API and integrations documentation for technical details and example workflows.

10 Casefox alternatives

Paid alternatives to casefox

• Clio — A full practice management suite with timekeeping, billing, document management, client portal, and a large integrations marketplace. Clio suits firms that need an all-in-one solution and more advanced matter administration.
• MyCase — Focuses on billing plus client communication; includes client portal, document management, and calendaring features tailored to small and mid-size firms.
• PracticePanther — Offers automation, workflows, and billing with a variety of integrations and customizable templates for legal workflows.
• Rocket Matter — Combines legal billing with productivity features, advanced reporting, and a client portal; known for workflow features and fast performance.
• Zola Suite — Integrates billing with built-in accounting, advanced email management, and document workflows for firms that need integrated financial ledgers.
• Bill4Time — Time tracking and billing focused, with strong reporting and professional services billing features for consultants and small firms.
• Timeslips — Long-standing timeslip-based billing system that handles complex rate structures and trust accounting for mid-sized firms.

Open source alternatives to casefox

• Casebox — An open-source case and document management platform that provides matter organization and collaborative document handling for legal teams.
• Odoo (Community Edition) — Odoo’s open-source modules can be adapted for billing, contact management, and document storage; requires configuration and custom development for legal workflows.
• CiviCRM — Open-source CRM often used by nonprofits and legal clinics; with extensions it can be adapted to track cases, billable activity, and client contacts.

When considering alternatives, evaluate whether you need pure billing and timekeeping (where Casefox excels) or a broader practice management platform with document automation, calendaring, and client portal functionality.

Frequently asked questions about Casefox

What is Casefox used for?

Casefox is used for legal time tracking and billing. Small law firms and solo attorneys use it to record billable time, generate invoices, manage retainers and trust accounts, and run basic reports on collections and utilization.

Does Casefox integrate with accounting software like QuickBooks?

Yes, Casefox supports integrations with common accounting platforms. Firms typically connect invoice and payment data to accounting systems such as QuickBooks through direct connectors or by exporting CSV files for import.

How much does Casefox cost per user per month?

Casefox starts with a Free Plan at $0/month and paid plans around $14.99/month per user for entry paid tiers; professional tiers are commonly priced higher depending on features and user count. For exact per-user rates, consult CaseFox's pricing page.

Is there a free version of Casefox?

Yes, Casefox includes a Free Plan with limited features. The free tier allows basic time tracking and invoicing for solos or very small practices but lacks the advanced reporting and integrations of paid tiers.

Can Casefox manage trust (IOLTA) accounts?

Yes, Casefox offers trust and retainer management features. The platform includes mechanisms to track retainer balances against invoices and to produce reports necessary for trust accounting reconciliation.

Does Casefox offer a mobile app for time tracking?

Yes, Casefox provides mobile-friendly access and/or mobile apps. Users can start timers and enter time from a phone or tablet, allowing attorneys to capture billable work in the field and later reconcile entries in the web interface.

How secure is Casefox?

Casefox uses standard cloud security practices for SaaS applications. That typically includes HTTPS/TLS encryption in transit, role-based user access, and regular backups; enterprise customers can request additional security documentation or SLA details.

Can I import existing time and billing data into Casefox?

Yes, Casefox supports data imports and migration assistance. Common import formats include CSV or spreadsheet uploads for matters, contacts, and historical time/expense records; professional migration services may be available for complex datasets.

Does Casefox integrate with payment processors for online client payments?

Yes, Casefox can connect to payment gateways to accept online payments. Integration with payment processors lets firms record card payments against invoices and reduces manual reconciliation work.

What training resources are available for new Casefox users?

Casefox provides documentation and support materials for onboarding. New users can access help documentation, tutorials, and support channels; paid plans often include faster support response times or onboarding assistance.

casefox careers

Casefox, like many small SaaS companies serving legal markets, periodically hires for product, engineering, support, and sales roles. Careers at vendors in this space typically include roles related to customer success, product development, and legal industry specialists who help define workflow features and compliance functionality.

If you are interested in working for Casefox, check their company career listings or LinkedIn page for openings in remote or hybrid roles. Smaller SaaS vendors also frequently contract with consultants for implementation, documentation, and client training projects.

casefox affiliate

Casefox may run an affiliate or partner program to encourage referrals from consultants, legal technology resellers, and bookkeeping firms. Affiliate arrangements typically provide referral fees or discounts for firms that resell subscriptions, and referral partners often receive marketing materials and limited admin-level demo accounts to support prospects.

If you plan to recommend Casefox to clients, reach out to their sales or partner team to learn about formal affiliate terms, tracking links, and co-marketing opportunities.

Where to find casefox reviews

For user reviews and comparative feedback, search legal tech review sites and marketplaces that cover practice management products. Common sources include community forums, legal technology review aggregators, and app store listings where users post ratings and pros/cons.

You can also review customer testimonials and case studies on Casefox’s website, and compare user-reported experiences on professional networks and groups for attorneys who share recommendations about billing and practice management tools.