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SPECIFICTION
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Caddi vs CaseFox

Caddi

trycaddi.com

CaseFox

casefox.com

Side by side

FigureCaddiCaseFox
Price from$250/mo$45/mo
Free planYesYes
Free trial——
Open source——
WebYesYes
iOS—Yes
Android—Yes
APIYesYes
Plans published53
Spec score · Legal Conflict Checking Software9.2 (#2)9.4 (#1)
IntegrationsThe integrations page lists 70+ live connectors and says connectors for public APIs can be built within 24 hours of a request.Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap.
Rating on G20.0 out of 5 from 0 reviews; G2 says there are not enough reviews to provide buying insight.4.0 out of 5 from 11 reviews
SecurityCaddi says it is SOC 2 Type II compliant and that connected-system contents are not used to train models.The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access.
SupportThe help center offers Getting Started, FAQs, integrations, settings, and product update materials from the Caddi team.CaseFox advertises phone, email and chat support around the clock, plus onboarding, training and data migration assistance.
What it doesCaddi is an AI operations platform that discovers repetitive work, turns narrated screen recordings into automations, and governs agent runs across existing business systems.CaseFox is a hosted legal practice platform for timekeeping, billing, invoicing, case management, trust accounting, documents, calendars and tasks.

Plans

Caddi

  • IndividualFree
  • Startup$250 a month
  • Team$250 a month
  • Business$6,500 a month
  • EnterprisePriced on request

Caddi pricing →

CaseFox

  • SoloFree
  • Professional$45 a month
  • Enterprise$99 a month

CaseFox pricing →

In their own words

Caddi

Caddi automates repetitive back-office work across tools used by legal, financial, and other professional services firms. Discover reads connected systems, ranks recurring work, and presents evidence for its findings. Teams can teach agents a process by screensharing and explaining it, without coding. Govern keeps run history and lets users replay decisions, including the permission applied to each one. Caddi lists more than 70 live connectors, including Clio, DocuSign, Outlook, NetDocuments, Salesforce, QuickBooks, and Microsoft Teams; it says connectors for public APIs can be built within 24 hours of a request. The maker says agents operate within a user’s existing access, process changes need human approval, and users can pause or disconnect a loop mid-queue. Caddi also says it is SOC 2 Type II compliant and does not use connected-system contents to train models. The free Individual plan includes one user, 200 credits, 10 loops per month, and 30 days of run history. Team costs $250 a month per user, billed monthly.

Visit trycaddi.com

CaseFox

CaseFox is legal practice software for attorneys, CPAs, consultants, and investigators managing cases, billing, documents, and time. Its practice tools include case and task management, court calendars, deadline reminders, and reports exportable to Excel. Billing covers time and expenses, one-click and batch invoicing, recurring billing, UTBMS codes, and LEDES invoices. CaseFox AI can draft and review legal documents, analyze case files and contracts, extract details and citations from uploaded files, and provide matter insights. Financial features include trust and operating accounts, IOLTA tools, ledgers, and accounting reports. Listed integrations include Box, Dropbox, Google Drive, Google Calendar, Gmail, Microsoft Office 365, Outlook, QuickBooks, Xero, PayPal, and LawPay. Mobile apps for Android and iOS support offline case work with later syncing; the web is also supported. The free Solo plan costs nothing and includes four cases and two users. Professional costs $45 a month per user; Enterprise costs $99 a month per user. CaseFox also offers one-click Excel export of time and expense entries, trust transactions, clients, cases, invoices, payments, calendar entries, and tasks.

Visit casefox.com