Overview

CaseFox is a legal practice platform for attorneys, accountants, consultants, and investigators who want casework, billing, accounting, and document tools in one place. Its broad feature set makes it worth considering for a solo practice or firm that needs more than a billing tool, though the free plan’s four-case limit is a meaningful constraint.

CaseFox is made by a company founded in 2011 and based in Silicon Valley, California. The product combines practical billing and export options with AI document tools; its Professional and Enterprise plans charge per user, so costs rise with the team.

Key features

Casework and records

Case and task management, court calendars, deadline reminders, and Excel-exportable case reports cover day-to-day matter administration. The one-click workbook export goes further, including time and expense entries, trust transactions, clients, cases, invoices, payments, calendar entries, and tasks. That breadth is useful for firms that want a portable copy of core operating records rather than a narrow report export.

Billing and accounting

Time and expense tracking feed into one-click or batch invoices, recurring billing, UTBMS codes, and LEDES invoices. Trust and operating accounts, IOLTA tools, detailed ledgers, and accounting reports give CaseFox a stronger financial-management footprint than a case tracker alone. Payment plans, a client payment portal, ACH and card payments, legal billing integration, and reconciliation tools round out the workflow.

This range suits practices with varied billing processes, but firms should assess whether its particular billing and accounting tools match their existing procedures before committing to a per-user plan.

AI, documents, and integrations

CaseFox AI can draft and review legal documents, analyze case files and contracts, extract details and citations from uploads, and provide matter insights. Those capabilities may help reduce document review and preparation work, but they are not a substitute for legal judgment.

Integrations include Box, Dropbox, Google Drive, Google Calendar, Gmail, Microsoft Office 365, Outlook, QuickBooks, Xero, PayPal, and LawPay. The breadth connects file storage, calendars, productivity suites, accounting, and payments without forcing a practice into a single vendor’s ecosystem.

Mobile, security, and support

The iOS and Android apps support offline case work and sync data later, a practical advantage when access is intermittent. CaseFox says it uses SSL and other encryption, replicates its database to a data center in another state, performs regular backups, and limits server access to key personnel. It also advertises round-the-clock phone, email, and chat support, plus onboarding, staff training, and data migration services.

Pricing

Solo is free forever and includes all PRO features, but caps use at four cases and two users. It is a sensible way for a solo practitioner or very small practice to try the workflow, but the case ceiling can become restrictive well before a practice grows large.

Professional costs 45.00 USD per month, billed per user/month. It removes the case limit and includes 10 GB+ document storage, two-factor authentication, and free add-ons. This is the clearest fit for a growing practice that needs unlimited cases, although the per-user billing means adding staff increases the subscription cost.

Enterprise costs 99.00 USD per month, billed per user/month. It includes everything in Pro, white labeling, a complimentary firm website, and custom data migration; customization is available at additional cost. It is aimed at firms that need those branded or migration services, rather than teams that only need the core case and billing tools. A free trial is also available.

Platforms

CaseFox runs on the web and has apps for Android and iOS. Offline case work with later synchronization makes its mobile offering more useful than a phone-based companion that depends on a live connection.

Who it's for

CaseFox is a strong candidate for legal practices that want matter administration, billing, trust accounting, document tools, and payment handling in a single service. Solo users can start free if four cases and two users are enough; firms needing unrestricted case counts can move to Professional. Practices that do not need accounting or billing breadth, or that want to avoid per-user pricing, should compare narrower alternatives before choosing it.

Pros and cons

Pro: A broad case-to-cash toolkit combines case management, legal billing, trust accounting, and payment options, reducing the need to split those workflows across separate products.
Pro: The one-click Excel export covers a wide set of case and financial records, making data portability more useful than a report-only export.
Pro: Offline mobile casework and later sync support work away from a reliable connection.
Con: Solo’s four-case and two-user caps make the free plan a limited long-term option for practices with expanding matters or staff.
Con: Professional and Enterprise are billed per user, so a larger team faces a higher subscription total.
Con: Enterprise customization carries an additional cost on top of its per-user plan.

Alternatives

For a dedicated conflict-checking focus, Intapp Conflicts is a paid iOS and web option; its pricing is not published and requires a demo. ConflictCheck is another paid option, with a $49 per month Solo Practice plan billed monthly per practice for one attorney, up to two staff seats, and 5,000 party records. Choose it when those defined conflict-screening limits fit better than CaseFox’s broader practice-management scope.

Mitratech CaseCloud is a paid Android, iOS, and web alternative with pricing available by personalized demo. Lawmatics is a paid option with a free trial and an Essential plan centered on 500 contacts, intake, lead management, calendaring, forms, e-signature, SMS, and tasks; choose it when client intake is the priority. MatterSuite Matter Intake offers a free trial and focuses on client and matter intake, conflict checks, lifecycle management, timekeeping, and billing.

PracticeConsole Client Intake starts at 15.00 USD per month, billed per user/month, and includes unlimited users, AI conflict checking, time tracking and invoicing, email and calendar sync, and a client portal; it is worth considering when that intake-led feature set and lower listed starting price better suit the need. Centerbase is a paid web, iOS, and Android alternative. Digitslaw is a freemium web, iOS, and Android alternative.

For category browsing, see Legal Conflict Checking Software, Legal Billing Software, Legal Practice Management Software, and Legal Payments Software.

Verdict

Choose CaseFox if your practice wants case management, legal billing, trust accounting, document support, and mobile offline work in one platform, and its per-user pricing fits your team. Its broad exports and billing tools are compelling; the free plan’s tight caps and paid plans’ growing seat costs are the main reasons to look elsewhere.

	CaseFox	SurePoint Pro
Free plan	Yes	No
Free trial	Yes	No
Paid from	$45/mo	—
Open source	No	No
Platforms	Android, iOS, Web	Web
Free plan	Yes	—
Paid from	$45/user/mo	—

CaseFox vs SurePoint Pro

CaseFox

SurePoint Pro