Legal Insight

Legal Insight

Versys Software
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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

Legal Insight is a comprehensive system addressing all aspects of law firm billing, accounting, and related reporting. It is fully integrated and is offered in modules, which include options to address individual law firm needs. The Legal Insight Client/Server design provides a unique blend of server-based and desktop-based performance optimization. The three-tiered approach has separate layers for presentation, business rules, and data access. The open architecture relational database is fully SQL-compliant, and data in Legal Insight is available to other applications via ODBC. Time entry includes month-at-a-glance and missing time and aged WIP reporting. Billing options include user-defined cycles, on-demand, split financial responsibility, retainer billing, and fixed fee-by-period contracts. Easily create electronic invoices for delivery to third-party bill auditing services and directly to law firm clients.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Law firms seeking a tool to manage billing, accounting, and related reporting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$45 Monthly & $39 Yearly
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CaseFox
Founded: 2010
United States
www.casefox.com

Company Information

Versys Software
United States
www.versys.com/legal-insight/

Alternatives

Alternatives

LawBillity

LawBillity

eBillity
Clio

Clio

Themis Solutions

Categories

Categories

Legal Billing Features

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

Conflict Checking Features

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Enterprise Legal Management (ELM) Features

Contract Lifecycle Management
Document Management
eDiscovery
Legal Automation
Legal e-Billing
Legal Spend Management
Matter Management
Reporting / Analytics

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Calendar Features

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Billing Features

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

Integrations

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

Integrations

8am LawPay
Box
Dropbox
Google Calendar
Google Docs
Google Drive
Keap
Microsoft OneDrive
Microsoft Outlook
PayPal
QuickBooks Online
Xero
Claim CaseFox and update features and information
Claim CaseFox and update features and information