CaseFox vs iManage Conflicts & Intake
CaseFox
casefox.com
iManage Conflicts & Intake
imanage.comSide by side
| Figure | CaseFox | iManage Conflicts & Intake |
|---|---|---|
| Price from | $45/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 1 |
| Spec score · Legal Conflict Checking Software | 9.4 (#1) | 7.4 (#19) |
| Spec score · Conflict Checking Software | 9.2 (#1) | 7.3 (#5) |
| Founded | CaseFox says it launched in 2011 as a legal billing and case management tool in Silicon Valley, California. | 1995 |
| Headquarters | Silicon Valley, California | Chicago, Illinois, United States |
| Integrations | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. | The product connects to Dun & Bradstreet, World-Check One and Bureau van Dijk for corporate affiliations and third-party risk information. |
| Intended users | CaseFox says it serves solo practitioners, small and mid-sized firms, large firms, and enterprise legal teams across diverse practice areas. | The product is mainly used by professionals responsible for new-client onboarding involving conflicts searches, clearances and business intake. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | The product page says organizations can control access to sensitive client content during intake and onboarding and set security policies for onboarding documents. |
| Support | CaseFox advertises phone, email and chat support around the clock, plus onboarding, training and data migration assistance. | iManage provides a Help Center with support, community forums, announcements and product downloads; Cloud Support is available 24x7 for Priority 1 requests. |
Plans
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.
iManage Conflicts & Intake
iManage Conflicts & Intake is web software for client onboarding involving conflicts searches, clearance and business intake. It connects siloed data to reveal organizational relationships and possible conflicts, including compliance or sanctions-list matches. An interactive clearance module distributes, clears and audits resolutions. Custom drag-and-drop forms gather information for business acceptance, risk assessment and lateral hires. Predefined workflows and a workflow designer cover information barriers, business acceptance, conflicts checks and sanctions monitoring. Connections to Dun & Bradstreet, World-Check One and Bureau van Dijk add corporate-affiliation and third-party-risk information. Onboarding documents are stored automatically in an iManage workspace. Ask iManage can extract risk and compliance details from documents for searches and intake requests. Organizations can begin with Conflicts Checks, then add Conflicts Clearance and New Business Intake. It is a paid hybrid deployment with web access; pricing is on request, with no free plan or trial.