CaseFox vs Clio Manage
CaseFox
casefox.comClio Manage
clio.comSide by side
| Figure | CaseFox | Clio Manage |
|---|---|---|
| Price from | $45/mo | — |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 8 |
| Spec score · Legal Practice Management Software | 9.3 (#4) | 9.3 (#2) |
| API | A Web API exists but is offered selectively, with prospective users asked to contact CaseFox about their use case. | Clio Manage exposes an OAuth 2.0 API with permissions, selectable fields, rate limits, pagination and ETags. |
| Case management | CaseFox stores client, matter, document, task and calendar information in a centralized case workspace. | The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters. |
| Client intake | Customizable intake forms and built-in conflict checks support new-client screening and case setup. | No |
| Founded | CaseFox says it launched in 2011 as a legal billing and case management tool in Silicon Valley, California. | 2008 |
| Free plan | Yes | No |
| Headquarters | Silicon Valley, California | Vancouver, British Columbia, Canada |
| Integrations | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. |
| Rating on Apple App Store | 3.3 out of 5 from 3 ratings | 4.8 out of 5 from 9K ratings |
| Rating on G2 | 4.0 out of 5 from 11 reviews | 4.6 out of 5 from 997 reviews |
| Rating on GetApp | 4.5 out of 5 from 96 reviews | 4.7 out of 5 from 1,750 reviews |
| Rating on Google Play | 2.3 out of 5 from 30 reviews | 4.3 out of 5 from 746 reviews |
| Rating on Trustpilot | 2.9 out of 5 from 5 reviews | 3.6 out of 5 from 299 reviews |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | Clio states that data is encrypted with TLS 1.2 or higher in transit and AES-256 at rest, with regional AWS hosting and backups. |
| System requirements | The web application requires only a browser and has no desktop software installation requirement. | Supported browsers are the latest two versions of Chrome, Firefox, Safari and Edge; JavaScript and cookies must be enabled and speeds below 30 Mbps may load slowly. |
Plans
Clio Manage
- EasyStartPrice not published
- EssentialsPrice not published
- AdvancedPrice not published
- CompletePrice not published
- Starter$49 a month
- CorePriced on request
- ElitePriced on request
- SignaturePriced on request
In their own words
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.