I have been using Casefox for approximately 3 years now. I have had no major issues with the software that wasn't fixable by Casefox immediately. The price is more than reasonable for all the flexibility you get in this software. It tracks everything. I also love the capabilities of making the invoices my own and tracking my own file numbers plus entering all trust funds right into Casefox. It helps me with my daily run of my business in the legal field and I highly recommend this software to any small business. The best part is going on vacation and having the ability to login from any wifi free establishment with ease. Thank you Casefox for making my business run smoothly. Your Customer Support is awesome and very kind. They have always been able to help me and it's not because your software has malfunctioned; if I have a question on how to do something within Casefox and do not understand the help tutorial; you are there to assist. I appreciate that!
The functionality of the software and I can access it anywhere at any time with a wifi connection. I am also able to format the things that I need; file numbers, backdating, and especially being able to track with my calendar is great.
I wish you could upload all of my emails and documents to casefox to keep all files together; I have to have a separate drive for that (Google Drive), it isn't making me leave the software but it would be helpful if your software could have downloadable capabilities of all file types; pdf especially. I would like to able to open the client's file and all the documentation that is associated with that client. I would also like the capability to streamline the Invoice fields to the names of what I know. For example Government #: we don't have a government number except for hst/gst and that has to be at the end of the invoice anyway. But I would love to change the field to Court Location.
CAN ACCESS FROM ANYWHERE-EASILY ABLE TO IMPORT DOCUMENTS TO THE INVOICE-EASY TO TRANSFER TO CLIENTS. GOOD VALUE FOR THE PRICE SUPPORT IS ALWAYS AVAILABLE
WOULD LIKE AN AUTOMATIC BACK UP TO THE CLOUD
Thank you for your candid review. We really appreciate hearing both pros and cons and we consistently make improvements based on feedbacks we receive from our esteemed customers. BTW, if a dropbox or box account is linked to your CaseFox account, daily/monthly backups are automatically and transparently stored in your own cloud storage account.
Easy way to keep track of time and bill our clients.
Easy to use. Easy to set up. Customer support very responsive. If something does not work the way we want it to, we contact them, and they make it happen.
Does not automatically generate reminder bills in matters with no recent activity. The available reports do not provide all of the information I want it and I do not have the skill to customize the reports.
When I first started out as a solo practitioner, CaseFox was a huge help in quickly and easily tracking my time, billing my clients and managing my accounts.
The time tracking & billing features are seamless and very intuitive to use.
It would be nice if the ledger "learned" what certain recurring payments I input are, so that they are categorized properly in the future.
overall casefox is very good and easy to use billing software.we can try it in free plan.
casefox is easy to use and good billing software.we not need to install and setup casefox software on our system because its maintain on cloud so we and client and access casefox software on any platform.casefox can manage all client billing rates ,document, and phone calls.casefox integrate with some famous tools like google drive, dropbox , office 365 and paypal.
sometimes its difficult to transfer billing entry from one case to another.casefox user interface design can be more beatiful.
We have a small tax consulting firm. I had been tracking chargeable time on a spreadsheet, and summarizing on the monthly invoices. This software has made thousands of dollars for us in capturing consultant time.
It tracks time and charges perfectly.
Super functional yet incredibly simple. Support is amazing and quick with responses. Developer is incredibly open to adding new functionality.
Simplicity of use even though it contains the functionality of much more complex and expensive packages. The price is perfect for the solo and small firm practice
So far I like the fact that this product can be used across multiple industries. I would honestly say that it's a software that I can highly see in the future having multiple lawyers use it.
That it has an Apple and Android compability software.
That I'm unable to use it as Quickbooks to see how much income is left after working on a particular case.
I am trying to fully use CaseFox for my firm. The only problem I am having is that this brilliant software is no translated into the Portuguese language, my county's language. I have translated the invoice text, but these settings apply only to simple PDF invoice format which is not good to be presented to clients. Simple PDF is the just very bad format.
Just a very good software.
No language options. No Portuguese language. This makes it difficult for me to use the software for invoicing as I cannot present reports or invoices in English in my country
I first started using Casefox when they were relatively new to the market, and although I've experimented with other programs none have the range of functionality of Casefox at a similar price point. the integration with Google Drive has been very critical to my business because I work remotely travel across multiple countries for my practice. my only complaint has been the lack of a mobile device interface however that was resolved earlier this year when Kispiox released their android app which is probably the best laid out and thought out legal services that I've used.
Customer service is excellent they respond very quickly and are very open to suggestions on ways to improve the software. In fact, one of my very first experiences with their customer support was calling in to ask if it was possible to create a user role that offered limited access to case files But which had the power to injure phone calls memos and other billing line information for me. They responded by adding the requested user role in less than 48 hours from my request.
I like that it is online, and that my co-counsel in other states can simply log in and enter their time on my cases.
If I had to pick something, I would say that sometimes I can get lost in the different tabs of where to go.
I am a solo practitioner. My corporate clients are now requiring LEDES formatted bills. My existing billing program did not have LEDES format. For the same price I was paying, Casefox provides the formatting I need, plus provides far greater functionality. My greatest praise is for its Customer Support. It responded immediately to my email inquiries, even offering to speak with me by phone and it diligently worked swiftly to help me transfer my unbilled time slips into Casefox. I have only just begun to use Casefox, but expect it to meet and surpass my needs. Based on my experience so far, I highly recommend it.
Full functionality. Easy to use.
None so far.
Overall, a good and affordable solution for legal services billing. Easy to use and produces many useful reports including reports that can be imported into Quick books. Things we would change: the bills update in real time, so if you want to know what you actually sent to a client, you need to keep a hard copy. Also, you cannot search by bill number, which is frustrating.
Thank you for your feedback. Invoices can be searched by numbers on the Dashboard. Also, more preferred way is to simply go to the matter where you will see all invoices right upfront. When an invoice is edited, yes the invoice is updated in real time. Keeping old copies of invoices would unnecessarily complicate the user interface and cause confusion and will be prone to mistakes as a user may actually send a wrong version of invoice to client.
Streamlined time/expense entries, accounting info, etc.
We are a small firm but I asked a ton of questions and the support team was always there, going above and beyond what I ever expected. Switching software can be a nightmare but they definitely are there to help keep things in order. Highly recommend!
For our firm the use of cases/clients can be confusing but I can see how it would be helpful for other firm types.
Great software, they always help when we need it, and have actually modified our program for us. Way better than software we used that was 3 times the price. Love that I can access anywhere and we get daily backups. Only thing I wish was better was ability to track my time. I want to see a calendar that has just my time. So I can see a breakdown of what I billed each day on a large calendar. I can search a specific amount of time (like a week of time or 9 days of time - whatever date range I put in) and it will tell me the amount I billed and I can click on each day and it can list what I billed each day.
Thank you for your feedback. We will try to follow your suggestions. We can easily set your account so that you see your entries only in your Calendar view.
Its a comprehansive crm amd billing software for Law firms
Great tools for time keeping and invoicing.
Batch invoicing is a great time saving feature to manage invoices in a short time.
Multiple online payment options for getting payments from clients
Google calendar syn and other software like outlook and ical are value added feature
Interface is bit complex and difficult to understand.
Its difficult to search for any features unless you go through the documentation and explore every feature of software
Thank you for your review. We are going to launch a new interface soon.
We have twenty two consultants located around the US and Europe. We had been preparing invoices on our own spreadsheet system and missing a lot of hours.
The system is so easy to access that today I am confident that all time charges are made.
Invoice preparation is really simple and the product is professional and beautiful.
Raj was most helpful in modifying our application since we are not a law firm. We are a tax resolution company with special needs and nomenclature. He was very responsive and the result is totally satisfactory. When I read similar evaluations of products like this I didn't always believe them. This is real. My email address is [email protected]
Write me if I can be of any help to you.
When my partner and I started our law firm 10 years ago there were only a couple of options for time and billing software so we chose the one that spent the most on advertising to small firms. We thought we would never change. Since then, we evaluated various practice management programs, but nothing seem to fit our practice. Each program tired to do either too much or was too basic for our needs. Scalability was also a big factor. Casefox fits our needs perfectly. Although all of us at the firm found Casefox to be intuitive, the customer service is outstanding whenever one of us had a problem. Personally I cant wait until the release of the iOS App.
iOS app has been submitted to Apple. Should be live next week. Thank you.
So Far So Good, except how they make you write a review in order to continue, either way it does a great job!
It does everything
It asks you to write a review
Thank you for a review. We sometimes ask our users to write candid reviews about our service and product so we know how we are doing, but this is not a requirement to continue to use our product. In any case, we appreciate your review.
Pros: Great customer service, great price for online billing software which is a plus for a small firm, great that you can access your time and billing from a browser. The program itself is fairly easy (though some things are missing or could run more efficiently) especially once users get used to the dashboard and overall interface. Many things can work with Quickbooks environment.
Cons: There are some actions that could be made easier like drop down menus for ease of client matter access, no real prebill function, at first the dashboard and figuring out some of the features and how they work seem cumbersome but once you're familiar with the program it's pretty straightforward.
After searching all over for a platform for our business (Transport Consultants) we came across CaseFox.. Now as a small business we first thought that we would have to spend weeks populating and learning the process, but it was the complete opposite.. The process was simple and easy to use.. The staff implementation time was no time at all and now we are going to be making the best use of our time.. Concentrating on the core business.. I would recommend that you give this platform a try.. You never know you just might like it and you will be more productive as a result..
After struggling for years with TimeSlips, I got fed up and figured there had to be better options out there. I found CaseFox and haven't looked back. We used the initial, free version to test on several clients for 5 months, and on-boarded our entire client list on the first day of the New Year. CaseFox is easy, accessible, powerful, flexible, and affordable. I almost never review/rate products, but at every turn CaseFox has provided the solutions we've needed. In over a year, CaseFox has never disappointed!
1. Easy to use, easy to train staff
2. No downtime issues, available at all times
3. Very reasonably priced (esp. compared to other providers)
4. Partners have visibility of the entire firm in a button
1. Back-end document management system & integration could be better -- only shows main folder, not subfolders
2. Would be nice to have more 3rd party integration
3. Software updates are a bit spontaneous
Overall -- great software, and we are happy to use it!
I have been using CaseFox for some time now. The price is perfect for a smaller firm that needs access for more than one person. I don't have to think about the additional cost in providing a part-time employee access, because there is no cost. I have used Rocket Matter and Clio, and was not very happy with either. Due to their cost and problems I had with their functionality, I was in the process of developing my own software when someone recommended CaseFox. I am glad they did.
We absolutely love this product, which is perfect for our small law office. We tried several other billing applications before we found Casefox, and this product is heads and shoulders above all of them. We find it completely intuitive to use, and it has really cut down on the time we spend on billing. We also appreciate that it is cost effective, and accessible from anywhere. Have gotten several compliments from clients on the appearance and clarity of our invoices.