FLIP

FLIP

BlumbergExcelsior
+
+

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About

CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.

About

Basic case management and intake software to manage client/matter data for instant retrieval: intake label printing, report generation and various other forms and labels. Utilize the bar code feature to track files. 12 built-in FLIP Memos: Documents Enclosed, Transmittal Memorandum, Filing or Recording of Documents, etc. Also creates CUSTOM MEMOS for repeated use. FLIP addresses the FLIP MEMOS to clients and opposing counsel for mailing in window envelopes. Memos print on plain paper or on the FLIP Memo forms. Large file label to identify expandable pockets and wallets. Affixes to side of pocket or wallet. Print it easily through envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Law firms, solo lawyers, legal enterprises, CPAs, counsels, in-house legal teams, legal departments, and other legal professionals

Audience

Businesses searching for an intake and case management software

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$45 Monthly & $39 Yearly
- Unlimited Cases
- 10GB Storage
- SMS Timekeeping
- Premium Features
- Integrations Included
- Two-Factor Authentication
Free Version Supported
Free Trial Not Supported

Pricing

$99.95 one-time payment
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • CaseFox is simple to use and offers excellent features for time tracking, invoicing, and case management. It’s perfect for organizing multiple cases and staying on top of deadlines. The affordability makes it ideal for small law firms and solo practitioners.
  • CaseFox stands out as a simple and user-friendly platform for managing legal cases, time tracking, and billing. It provides a smooth and organized interface, making it easy for legal professionals to manage their work without getting lost in complicated features. The AI-powered document template generator is particularly impressive, allowing users to create essential legal documents quickly and with ease, saving time and effort.

Cons

  • The mobile app could use some improvements for added functionality, but it still works fine for basic tasks.
  • While CaseFox offers great tools, there’s room for improvement in its mobile app. Some features are not as responsive on mobile, which can occasionally make managing cases on the go a bit challenging. However, this does not significantly hinder the overall user experience, especially if you're mainly using the web version.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

CaseFox
Founded: 2010
United States
www.casefox.com

Company Information

BlumbergExcelsior
www.blumberg.com

Alternatives

Alternatives

memoQ

memoQ

Kilgray Translation Technologies
Clio

Clio

Themis Solutions

Categories

Categories

Legal Intake Supported

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Supported
Court Management Supported
Discovery Management Not Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Conflict Checking Features

Case Management Supported
Client Database Supported
Data Import / Export Supported
Full Text Search Not Supported
Indexing Not Supported
Phonetic Search Not Supported
Preemptive Conflicts Search Not Supported
Relationship Tracking Not Supported

Enterprise Legal Management (ELM) Features

Contract Lifecycle Management Not Supported
Document Management Supported
eDiscovery Not Supported
Legal Automation Supported
Legal e-Billing Supported
Legal Spend Management Supported
Matter Management Supported
Reporting / Analytics Supported

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Not Supported
CRM Not Supported
Document Management Supported
Email Management Not Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Billing Features

Accounting Management Supported
Automatic Billing Supported
Calendar Management Supported
Case Management Supported
Client Portal Supported
Document Management Supported
Expense Tracking Supported
Time Tracking Supported

Legal Calendar Features

Case Defined Timekeepers Supported
Completion Tracking Not Supported
Conflict Management Supported
Multi-Office Not Supported
Reminders Supported
Rules-Based Scheduling Supported
Staff Calendar Supported
Status Tracking Not Supported
Task Management Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Not Supported
Contract Management Not Supported
Document Assembly Supported
Document Indexing Not Supported
Document Tagging Supported
Full Text Search Not Supported
Version Control Not Supported

Legal Case Management Features

Billing Management Not Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Not Supported
Conflict Management Supported
Corporations Not Supported
Court Management Not Supported
Discovery Management Not Supported
Docket Management Not Supported
Document Management Not Supported
Expense Tracking Not Supported
Government Not Supported
Law Firms Not Supported
Records Management Supported
Task Management Not Supported
Time Tracking Not Supported
Trust Accounting Not Supported

Integrations

8am LawPay Supported
Box Supported
Dropbox Supported
Google Calendar Supported
Google Docs Supported
Google Drive Supported
Keap Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
PayPal Supported
QuickBooks Online Supported
Xero Supported

Integrations

8am LawPay Not Supported
Box Not Supported
Dropbox Not Supported
Google Calendar Not Supported
Google Docs Not Supported
Google Drive Not Supported
Keap Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
PayPal Not Supported
QuickBooks Online Not Supported
Xero Not Supported
Claim CaseFox and update features and information
Claim CaseFox and update features and information
Claim FLIP and update features and information
Claim FLIP and update features and information