CaseFox reviews

Great product for an even better price

Opmerkingen: CaseFox has made the management of my law practice seamless and easy.

Pluspunten:

I previewed / used the free trial of several different billing and case management software systems in the market. At a former firm I’ve personally used a leading industry software and CaseFox by far is a superior product to everything I have used. It is incredibly simple to set up, and integrates seamlessly with my google suite and lawpay. I personally use google drive for my document management (but they also integrate with DropBox and other clouds) and with CaseFox it connects my employees to the drive through the software so we’re all working on the same document and there’s no overlap. The billing is incredibly easy and again is connected to my LawPay account so I don’t have to go to multiple places when billing or confirming payments. There is a client portal that I don’t use as much as I would like but the clients who do use it say that it is simple to log in and use. I appreciate the ability to purchase stand alone services (such as more users, more storage etc.) instead of being forced to pay for services I don’t use. Customer service has always responded timely. The price of this software is where CF really stands apart- I was worried when I originally signed up that I would be receiving a substandard product. I had resigned myself because I wasn’t willing to commit to high fees every month with other products. I was surprised and happy to discover that CF is just as good and better in some aspects than other products I’ve used, for half the price.

Minpunten:

The only issue I come across occasionally is ease of use. There are a lot of functions in CaseFox and the normal billing and setting up a file is easy. Linking my google drive and/ or bank accounts hasn’t been as easy and requires a deeper dive into the software. Setting up these functions weren’t as user friendly but customer service was helpful and my younger employee got it worked out.

The Best Case Management / Billing software on the market (for the price), Hands Down!

Opmerkingen: Originally when we were searching for a case management/billing software, I tried about 20 different software's. CaseFox is hands down the easiest, well organized, versatile, customizable one I tried in our price range. We only use about 75% of the features (it's a very diverse system) and it handles all of our cases with ease. My firm currently operates out of 5 states, several employees and hundreds of open cases at a time. CF's down time is virtually nonexistent. When you email support, they get back to you typically within minuets. For the price (from my research, 60-80% cheaper than most others), the quality, the easy of use, OUTSTANDING customer service, diversity and customization... It's hands down the most underrated software on the market. Your doing your company and team a disservice if you don't at least try Casefox.

Pluspunten:

There are a ton of amazing things I can say about CF, but to keep it short their integration with multiple platforms is hands down handy and impressive to say the least. Makes our jobs super simple working with clients that work with multiple platforms such as Microsoft, google, Dropbox, PayPal, ect... The massive amount of features and functions this software covers all of our needs plus some. It is very diverse and with all of the features to add time and manage cases (mobile, tablet, web with 2 different UI's, text service) our teams billing's and accuracy has improved by more than 15%. Which is awesome! Super simple as well.... wanted to throw that in there.

Minpunten:

I want to preface this by first saying that we have found ways around this and and is working great!... I wish there was more customizations to users. They have 5 settings which is great and one of them you can turn off and on functions for the user (office secretary), just for our specific use and workflow, a few more customizations would be a great resource.

fantastic software

Opmerkingen: really great

Pluspunten:

so far I've navigated on my own and it's fairly intuitive. the end product invoice/bill is extremely professional. I only have one client right now so it doesn't make sense to subscribe to legal billing software for a fee. SO grateful that case fox has a permanent free option for those just starting out with only a client or two. once my client base increases I will be happy to subscribe. thank you for this option!

Minpunten:

still navigating around. the one issue I've had thus far is editing the time/expenses after "billed" and getting separate invoices that I did not mean to create to print as one invoice. I combined them and it did print together but under separate headings.

fine until you need support

Opmerkingen: fine but didn't need anything from a human until recently and now I'm here writing this response!

Pluspunten:

easy to use/learn but don't expect any customer service (or any that isn't reason enough to cancel the service)..!

Minpunten:

customer service; no one available to answer a phone call ever; emailed questions about errors in the program go ignored; if you are lucky to get a response, it will be so inciting, you'll be eager to complete a review like this to let the world know how horrible a company Casefox (and its support) is..!

With some tweaks, CaseFox would work better for forensic investigators and expert witnesses.

Opmerkingen: I have only experience one system outage in the 2+ years I have been using the software. Unfortunately, such an occurrence happens at the most inconvenient times.

Pluspunten:

The linkages within the software allow it to play well in the office tools environment. Integrations to MSOffice, Quickbooks and Dropbox are well accepted.

Minpunten:

The tool would be much more flexible if there were two environments for the lawyer and the expert. There are a number of tasks that the forensic expert does not need to interface with but many of the tasks overlap with the legal side and it would be nice to have a way to eliminate the ones of no interest. I also find the expert is often retained by a third-party and works for the lawyer, but invoices the third-party. The software data model does not appreciate this scenario. The work arounds are kludgy.

Lifesaver Starting a Small/Solo Firm

Opmerkingen: CaseFox has made it possible for me to have a case management software while practicing as a part-time solo. Growing the practice is much slower than if it was my primary job/income. I would be using Word for invoices, Excel for time-keeping, and "Ctrl-F" for conflict checking if I never found CaseFox.

Pluspunten:

CaseFox provides all of the features I would expect in any case management/billing software, only with an amazing price structure that won't be found anywhere else. This makes it possible, and practical, for a small/solo firm just starting up to use the software immediately, become acquainted with it, and allow it to grow with the practice.

Minpunten:

Like least? This is difficult because I haven't found anything I need that is missing from CaseFox. All of the features/integrations/customization make it feel a bit overwhelming at first glance. Like any software, though, that just takes time to become familiar with it all. The ability to customize the time code list, maybe? I feel like that is probably possible, but I just haven't figured it out yet.

Amazing, cost-effective case management and billing software

Opmerkingen: We have tried out literally 4-5 different practice management software solutions over the years, and we have finally found one that is simple, straightforward, and cost-effective. We love it.

Pluspunten:

User-friendly, intuitive, easy to fix mistakes...and, of course, the price.

Minpunten:

Occasional bugs and glitches, which aren't a big deal because I've always been able to find a work-around.

Good work

Opmerkingen: Timekeeping a breeze. Invoice prints should be a breeze but the formatting isn't customisable enough for me.

Pluspunten:

Free version just as capable as paid, so moving up to the paid version was an easy choice. Thanks guys. Easy decision over my competitors!

Minpunten:

It's a little clunky, the UI/UX needs work, I don't understand the new interface at all so have stuck with classic, integration with Google Drive could be better so I don't use that aspect. More or less, this is used this for purely timekeeping but if the other features were more user-friendly, I'd tend to use them more.

Works well and easy to use

Opmerkingen: My overall experience with CaseFox has been great, it filled a gap in my practice software needs perfectly and now makes me look 100x more professional when dealing with complex cases.

Pluspunten:

I like that CaseFox contains all of the features I would need for basic case management in their free offering. This really gives you plenty of time to ensure it is the right fit for your practice before committing to the higher tiers.

Minpunten:

Unfortunately CaseFox is undergoing a redesign, whilst this does not have a major effect if you stick to one version and use it there can be problems when changing to the new version as it doesn't have all of the same features as the old one and reformats some of the reports.

EXCELLENT PRODUCT

Pluspunten:

I have been a user for many years. Wonderful support. Does everything.

Minpunten:

Would love to have an automatic back up to the cloud------Is it comming ?

Great Alternative Software to Expensive Competitors

Opmerkingen: Would recommend, has most of the necessary tools to successfully run a law practice.

Pluspunten:

Pricing is much more reasonable compared to competitors. Support is always responsive and great.

Minpunten:

The tasks features are lacking compared to other software.

Excellent service at a great price!

Opmerkingen: 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.

Pluspunten:

The time tracking & billing features are seamless and very intuitive to use.

Minpunten:

It would be nice if the ledger "learned" what certain recurring payments I input are, so that they are categorized properly in the future.

CaseFox

Pluspunten:

It is easy to use. I like all the features from setting up a client/matter, timekeeping, invoices, ledger, historical billings.

Minpunten:

I can't think of any issues I have with the software.

A great way to make money

Opmerkingen: 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.

Pluspunten:

It tracks time and charges perfectly.

Just a review

Pluspunten:

There were many features and it had a very seamless way of managing client intake

Minpunten:

Access to the client portal that was somewhat a challenge

Multiple Practice Professional Review

Opmerkingen: 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.

Pluspunten:

That it has an Apple and Android compability software.

Minpunten:

That I'm unable to use it as Quickbooks to see how much income is left after working on a particular case.

This is a great timekeeping software that is easy to use.

Pluspunten:

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.

Minpunten:

If I had to pick something, I would say that sometimes I can get lost in the different tabs of where to go.

Big service for little money

Opmerkingen: Great!

Pluspunten:

I've used other software companies in other firms and I wanted to be careful with my initial expenses when I opened my own firm. I came across casefox and began using it for its price. I've been now using it and recommending it, not just for the price, but also for the service and easy platform. Thank you!

Minpunten:

I found that the check printing feature is not very friendly.

Great product, very intuative and staff is always ready to help!

Opmerkingen: 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.

Excellent

Pluspunten:

I absolutely love the versatility of this program and the fact that i can now monitor my staff's productivity throughout the day. These reports can be used for performance reviews.

Minpunten:

I have only just started using this product so we are still finding our way around it. so far i cannot find anything that i dont like

So Far So Good

Opmerkingen: So Far So Good, except how they make you write a review in order to continue, either way it does a great job!

Pluspunten:

It does everything

Minpunten:

It asks you to write a review

Just What I Need

Opmerkingen: Great!

Pluspunten:

This software is reliable and easy use in operating a small business

Minpunten:

pay plus service combined with law pay makes the process between casefox and lawpay unclear.

Very good software (use it for billing and invoicing, and tracking lawyers' times).

Opmerkingen: Pros:
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 Cons
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!

Very powerful tool with just a little bit of experience.

Opmerkingen: This is an excellent tool for all of my case tracking and organization. It is slightly complicated, but don't let that scare you. Complexity should be expected in any product that has the ability to handle case management, hour tracking, client billing, and all of the other day to day responsibilities of a law office. If you take the complexity out you lose flexibility and usefulness, and with only a few hours of use I was able to fly through menus and do exactly what I wanted.

Great product, great price and customizable!

Opmerkingen: We've been using CaseFox for almost two years now. The software it great and I love that it is customizable. There have been many times that I have contacted CaseFox support asking them for something that didn't currently exist and within hours they added in the new feature for me. The support team is always quick to respond to any issues that come up. It is just fabulous firm management software and at a great price.