CaseFox vs Folderit

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.

Folderit is a document management system for organizing, searching, and processing business documents. OCR full-text search can find text in scans and images, while custom metadata, filters, and links between related files help organize records. Forms collect information, and visual workflows can combine approvals, reviews, acknowledgements, e-signatures, form completion, and scoring. Access controls range from preview-only or upload-only permissions to editing and custom granular settings. Built-in integrations include Microsoft 365, Outlook, and DocuSign; single sign-on is described for Microsoft Entra ID, Okta, and Google. Security measures include encrypted storage and connections, two-factor authentication, IP restrictions, audit trails, and geographically separated backups. Folderit offers standard cloud, single-tenant cloud, and on-premises deployments. There is no mobile app, though the system is mobile-responsive; Folderit Sync is a desktop app for syncing files across PCs for online and offline access. Mini costs $65 a month, billed monthly, plus VAT, for 5 users and 150 GB storage; Medium is $110 a month, billed monthly, plus VAT, for 10 users and 500 GB. Tailor costs $133 a month, billed monthly, plus VAT, with adjustable user and storage amounts. A 14-day trial is available; there is no free plan.