CaseFox vs SmartVault
CaseFox
casefox.comSmartVault
smartvault.comSide by side
| Figure | CaseFox | SmartVault |
|---|---|---|
| Price from | $45/mo | $85/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 4 |
| Spec score · Legal Document Management Software | 9.4 (#1) | 7.8 (#13) |
| Founded | CaseFox says it launched in 2011 as a legal billing and case management tool in Silicon Valley, California. | 2008 |
| Headquarters | Silicon Valley, California | SmartVault lists Houston, USA, and Cambridge, UK, as its locations. |
| Integrations | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. | Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign. |
| Intended users | CaseFox says it serves solo practitioners, small and mid-sized firms, large firms, and enterprise legal teams across diverse practice areas. | SmartVault describes its plans and product as designed for accounting and tax firms, while also listing financial services, legal practices, and healthcare providers as industries served. |
| Product | CaseFox is legal practice software for managing billing, cases, documents, and time, designed for attorneys, CPAs, consultants, and investigators. | SmartVault is a cloud-based document management and client portal platform for collecting, storing, sharing, signing, and managing client documents. |
| Security | The company says it uses SSL, encryption, database replication, backups, mirror-server recovery and restricted server access. | SmartVault says it is SOC 2 Type 2 compliant and holds ISO 27001 and ISO 22301 certifications; it also describes IRS Publication 4557 and FTC Safeguards Rule support. |
| Support | CaseFox advertises phone, email and chat support around the clock, plus onboarding, training and data migration assistance. | The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal. |
Plans
SmartVault
- SmartRequestAI bundle$12.50, paid once
- Accounting Pro$85 a month
- Business Pro$85 a month
- Accounting Unlimited$110 a month
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.
SmartVault
SmartVault has no write-up on Specifiction yet; its figures are above.