CaseFox vs Clio Payments

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.

Clio Payments is an online payment processor built into Clio Manage for law firms. Clients can pay by credit or debit card, eCheck, digital wallet or Pay Later with Affirm through a firm website, secure client portal, text, tap to pay or QR code. Firms can set payment plans and recurring payments, store client card and eCheck details, and configure Autocharge triggers based on fee agreements. Payments are associated with client bills, recorded in Clio and synced to the firm's accounting platform. Clio says payments can go to trust or operating accounts, earned and unearned fees stay separate, and processing fees are not debited from IOLTA accounts. Listed transaction rates are 1% for eCheck and ACH, 2.95% for cards (3.75% for Amex), and 4.95% for Pay Later with Affirm. Online payments are included in Clio Manage subscriptions, with transaction fees applying. Availability is listed in the United States, Canada, United Kingdom, Ireland, Australia and Puerto Rico; eCheck is limited to US customers. A seven-day trial is available.