CaseFox vs ConflictCheck

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.

ConflictCheck screens proposed legal matters against a practice’s records of clients, adverse parties, affiliates, counsel, prospective clients and closed matters. Its phone-friendly intake captures names, related entities, referral source, opposing counsel and county. Matching includes aliases, married and trade names, common misspellings and phonetic variations, and searches can follow recorded corporate relationships such as parent or subsidiary links.

A dated ledger can retain consultations that did not become matters, including their subject and whether confidential information was shared. Each screening records search terms, results, a decision and user initials; the maker says signed records cannot be changed and later amendments are appended. Solo Practice costs $49 per month per practice and includes CSV import and export. Small Firm costs $119 per month and adds syncing with Clio, MyCase, PracticePanther and Smokeball; Firm Plus costs $249 per month and adds API and webhook events. The maker says practice data is encrypted and not used to train models or create a shared index. Conflict decisions remain with the licensed attorney.