Time and billing management is an important part of the job for all attorneys. Now-a-days, legal time and billing softwares are very popular amongst attorneys. These softwares help to keep efficient and accurate accounts of the services performed & time spent as well decrease the likelihood of billing errors and disputes with clients regarding bills. CaseFox is one of the web-based time-tracking and billing applications, which helps accountants, CPAs, attorneys, freelancers and other hourly billing professionals to handle case management, time tracking, task management, time based invoicing/billing, and trust accounting tasks.
Users are not required to download or upgrade any software. Anyone with an internet connection can use CaseFox, 24 hours a day. There are no hidden charges & long term contracts and you can cancel your subscription anytime. SSL security type is used by the service to store the recorded information. The service support multi-currency and has features like time & expense tracking, client/case management, case documents management, role based user access to data, asks/calendaring, invoicing and payments, internet based + data security and dashboard.
It let users to carry out multi-user accounting and invoicing at one place. It is capable to track billable & non-billable hours and costs, monitor unbilled hours, delayed payments and case notes management, oversee unbilled hours, case documents and trust accounting. CaseFox is ideal for solos and a small law firm or a CPA. To get started, you need to make account with the website. You can also use your Google Account for registration.
After making an account, you can create new clients, case and users on the dashboard. You can also see the staff list of your firm and grant access to the preferred users as well enter different hourly rates of them. The service will calculate the amount automatically on the basis of hourly rates and expense data of the selected user. You can also add public and private notes to generate invoice.
This invoice can be sent to the client through email. You can also generate PDF Invoices and sent through email. You can record payments from the client as well export your case & client list and entered time data into Excel format. Google Docs can be attached to the case notes and time entries. The service combines with Google services like Tasks, Gmail and Docs.
There are four different plans: Basic, Silver, Gold and Platinum. You can choose the plan according to the size of the firm or volume of work you do. The basic plan is absolutely free of cost and has one user and 4 cases; the Silver plan is of $10 per month and comes with unlimited number of users and 25 cases; the Gold plan costs $20 a month and supports unlimited users and 50 cases while the Platinum plan charge is $35 and has no limitations. You can cancel your plan any time but you will not get refunds for the remaining days in a month.
- Simple and easy to use interface
- Nothing to install or upgrade
- Service is available 24 hours a day
- Provide the best services at a reasonable cost
- The data is properly backedup
- Allow to cancel subscription anytime
- Offer multi-currency support
- Useful features for hourly billing professionals
- Comes with Google integration
- Tracks billable and non-billable hours
- Allow multi-user accounting and invoicing
- A free version is available
- Feature high quality data security
- Record payments from the client
- Send invoice to the client through email
Video of Getting Started with CaseFox Part 1 from youtube:
Video of Getting Started with CaseFoxPart 2 from youtube: