All Features

Keep all your tasks and calendar events in one place. Track today’s task, late task, upcoming task, and all events trouble-free.

Rates entered for staff are used as default rates for every case. If hourly rates for the staff are not set, then global hourly rates are used in timekeeping.

Create your custom field in very few steps. Manage different groups, assign them to particular cases and store additional data using these fields.

Easy one-click invoicing. Generate and download invoices for all active cases or matters in less than a minute. Record payment and generate payment receipt in one-click.

Export your client list, time & expense entries, task, calendar entries and invoicing data in an Excel Workbook. You can also export payment information separately.

Attach related personal notes to time & expense entries. Send & receive messages and reply to clients through secure messaging. You can also fetch messages from your Gmail account.

Role based access to data helps you control what information your staff can view. You can also customize access to contract staff and office secretary.

Rates entered for staff are used as default rates for every case. If hourly rates for the staff are not set, then global hourly rates are used in timekeeping.

Set different yearly targets for your legal firm’s staff. You can track their performances by comparing actual billable hours and amounts to the set targeted value.

Merge legal templates and custom fields with client and matter data stored in CaseFox. Automated documents for a better legal practice

Adding billable time to your documents with CaseFox is easy and smooth. Have access to all your files in a click with cloud storage.

Integrations with Dropbox, Box, OneDrive and Drive, so law firms can easily attach documents and notes to the appropriate matters and cases

Manage your legal firm’s events trouble-free using the calendar memo on your dashboard. It displays the events due for the day and works as a reminder to not miss it.

Manage task calendar easily using “The Task Due Today” memo on your dashboard. You can monitor today’s tasks, upcoming tasks, late tasks and completed tasks in one place.

You can create a note time & expense entry in the calendar for cases and monitor the entries day-wise. Seamless integration with your Google account.

Manage multiple trusts and operating accounts conveniently. You can also bulk pay invoices from Trust funds. Integration with Quickbooks and Xero Accounting will make accounting easier for you.

The Income and expense ledger displays your legal firm’s incomes and expenses for the year. You can download the consolidated expense report and all transactions. You can also upload related documents.

In operating accounts, funds can only be added and withdrawn by your law firm or can be transferred using “Transfer fund” from trust accounts whereas, In trust accounts, client-wise funds can be added and withdrawn.

CaseFox offers fully automated billing for fixed-price items that are billed at selected recurrences. Set up once and we will complete the circle by automatically generating invoices for these items.

After creating an invoice you can simply mark them fully paid or write them off. As you mark an invoice as fully paid, payment against that invoice will be recorded automatically.

Using Integration with Xero and Quickbooks feature, you can directly copy the invoice to Xero and Quickbooks without having to create a separate invoice in your accounting software.

A conflict check is performed on potential clients to ensure that your duties and obligations towards them do not conflict with your other existing or previous clients.

Action on Invoices tool lets you delete and email invoices, pay from the trust fund, mark as fully paid, copy to Xero and Quickbooks in bulk.

Automatic Invoice Generator features can create thousands of invoices within seconds. Generate and pay invoices in bulk for clients and staff.

CaseFox uses industry-standard data security methods, including SSL and other data encryption methods to protect your data.

CaseFox provides you with a secure payment gateway to make payments quickly and safely. Your credit card and account information are safe with us.

Easily create and customize client intake forms using CaseFox. Using this, you can keep track of potential clients. You can also make them your client in one click.

Easily transfer all your data from your existing software to CaseFox. You can Import your clients & cases list, time-expense entries, etc. You can also export all your data in PDF and Excel files.