CaseFox vs SmartAdvocate
CaseFox
casefox.comSmartAdvocate
smartadvocate.comSide by side
| Figure | CaseFox | SmartAdvocate |
|---|---|---|
| Price from | $45/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 1 |
| Spec score · Legal Practice Management Software | 9.3 (#4) | 8.1 (#57) |
| Spec score · Legal Calendar Software | 9.3 (#1) | 7.5 (#16) |
| Spec score · Family Law Software | 9.3 (#1) | 7.5 (#7) |
| AI tools | Paid plans include AI document drafting, document analysis, summarization and extraction of key details from uploaded files. | SmartIntelligence can summarize case materials, analyze data and photos, chat about cases, refine notes and emails, translate content, and transcribe recordings. |
| Client intake | Customizable intake forms and built-in conflict checks support new-client screening and case setup. | Yes |
| Free plan | Yes | No |
| Headquarters | Silicon Valley, California | Melville, New York, United States |
| Integrations | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. | SmartAdvocate lists more than 175 integrations, including AI, e-signature, accounting, texting, and medical-record services, and says it can create custom integrations. |
| Product | CaseFox is legal practice software for managing billing, cases, documents, and time, designed for attorneys, CPAs, consultants, and investigators. | SmartAdvocate is a web-based, customizable case management system for litigation firms. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | The company says its cloud option is monitored by IT professionals, encrypts data in transit with HTTPS, and supports two-factor authentication. |
| Support | CaseFox advertises phone, email and chat support around the clock, plus onboarding, training and data migration assistance. | Users submit issues through their firm administrator, who can create a support ticket; a team member usually responds or begins troubleshooting within one business day, depending on urgency. |
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.
SmartAdvocate
SmartAdvocate has no write-up on Specifiction yet; its figures are above.