CaseFox vs PerfectLaw DMS

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.

PerfectLaw DMS organizes documents within law-firm case matters so eligible users can find, share, distribute, and manage them. It provides versioning, document comparisons and redlining, check-in and check-out, and links from one document to multiple matters. The system records creation and access history, with permissions that can update Microsoft Windows Active Directory. Users can drag Outlook emails onto matters, create or reply to messages from a matter, and add time slips automatically while profiling or saving documents. Integrations include Microsoft Office, Outlook, the All-in-One suite, and Adobe Acrobat. Browser-based webDMS supports document creation, search, retrieval, preview, and offline access for mobile and cloud use. PerfectLaw offers on-premises and cloud options; listed requirements include Windows 10/11 workstations, Windows Server 2016 or later, SQL Server 2017 or later, IIS, and an SSL certificate. The maker is based in Miami and says it was incorporated in 1979.