CaseFox vs Client Conflict Check

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.

Client Conflict Check helps law firms identify and manage potential conflicts of interest. Its searches return results as staff type and can also run automatically while new case data is entered. Firms can define their own case types, add unlimited parties to a matter, and connect witnesses and experts to cases. Existing firm data can be imported. Reports can summarize totals by day, week, month, or year, and group contacts by attorney, case type, or role in a case. The cloud-connected service is accessible through the web, iOS, and Android, and the vendor says it can be used wherever there is an internet connection. It describes SSL and encryption, daily database backups, and redundant servers, and claims compliance with professional responsibility rules in all 50 US states and ABA Model Rules. Solo Firms costs $199 a year for up to two active attorneys; Mid Size Firms costs $249 a year for up to 10. Both include email support and a 30-day trial. Large Firms pricing is by quote.