CaseFox vs. Referent Comparison


CaseFox	Referent AI Lawtech Sp. z O.O.	+	+
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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 Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage.
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 Referent is best suited for solo lawyers, boutique law firms, modern legal teams, practice managers, legal operations leaders, and larger firms that need AI-native practice management, legal AI agents, client intake automation, matter management, email filing, document organization, calendar syncing, CRM automation, auditable workflows, and lawyer-approved AI actions
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 View more images or videos	Screenshots and Videos No images available
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 Read all reviews	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: Review this Software
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 AI Lawtech Sp. z O.O. United States referent.law
Alternatives 8am MyCase 8am	Alternatives SimplyConvert SimplyConvert LLC
Clio Themis Solutions	Smokeball
Litify	August August Law
8am	DraftWise
Filevine View All	Casetext View All
Categories Box Office Conflict Checking Enterprise Legal Management (ELM) Law Practice Management Legal Billing Legal Calendar Legal Case Management Legal Document Management Legal Intake Legal Time Tracking Personal Injury Law	Categories AI Legal Law Practice Management
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 Show More Features 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 Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking 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
Integrations 8am LawPay Box Dropbox Google Calendar Google Docs Google Drive Keap Microsoft OneDrive Microsoft Outlook PayPal QuickBooks Online Xero Show More Integrations View All 12 Integrations	Integrations 8am LawPay Box Dropbox Google Calendar Google Docs Google Drive Keap Microsoft OneDrive Microsoft Outlook PayPal QuickBooks Online Xero Show More Integrations
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