CaseFox vs Kleos

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.

Kleos is cloud-native legal practice management software that requires an internet connection. Its app is available for iOS and Android, and it integrates with Microsoft Word and Outlook. Time management syncs in real time with Microsoft Outlook or Google Calendar. Kleos Connect enables secure document sharing with clients or third parties, and online payments can be accepted through Stripe. Three plans are listed: Core, Advanced, and Advanced+. Core includes 15 GB of cloud storage, Advanced 25 GB, and Advanced+ 30 GB. Advanced and Advanced+ include business reports and Microsoft Teams; Advanced+ adds SSO. An API is unavailable in Core and offered as an add-on for the two higher plans. The service is GDPR compliant and certified to ISO/IEC 27001:2013 and 22301:2019. European data centers use HTTPS, TLS 1.2, and AES 256. Support includes phone assistance five days weekly and a digital ticket system available 24/7. Pricing is on request, and no free plan or trial terms are stated.