Average Ratings 2 Ratings

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Average Ratings 0 Ratings

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Description

CaseFox is a powerful, all-in-one legal billing and practice management platform designed for law firms of all sizes, attorneys, CPAs, consultants, investigators, accountants, and corporate legal teams. Streamline your legal operations with time and expense tracking, automated billing, invoicing (including LEDES), bulk invoice generation, and secure online payments—all while ensuring compliance and reducing administrative overhead. Boost efficiency with AI-powered document generation and analysis, simplifying the creation and review of legal documents. Manage cases seamlessly with client intake forms, conflict checks, case management tools, task tracking, and legal calendaring. Stay organized with document management, client portals, and advanced reporting for data-driven decision-making. Integrate effortlessly with Microsoft Outlook, Google Suite (Docs, Drive, Calendar), QuickBooks, Xero, OneDrive, PayPal, LawPay, Keap, and iCal to centralize workflows. Whether you're a solo practitioner or a large legal team, CaseFox adapts to your needs with scalable, secure, and user-friendly solutions that save time and increase profitability. Why Choose CaseFox? ✅ Cloud-based – Access anytime, anywhere ✅ End-to-end automation – Reduce manual work ✅ Seamless integrations – Works with tools you already use ✅ Scalable – Perfect for solo attorneys to large firms Optimize your legal practice today with CaseFox—the smarter way to manage billing, cases, and client workflows.

Description

Peppermint CX365, developed on the Microsoft Dynamics Industry Application Platform, offers a comprehensive array of legal service applications that cater to the needs of high-performing legal enterprises. It improves visibility and control while allowing for more efficient allocation and management of tasks. By creating streamlined processes, it enhances productivity and quickens legal workflows. The platform is designed to enrich client experiences, setting firms apart in a competitive landscape. Through a robust CRM, it helps identify, manage, and optimize growth opportunities for legal practices. Tailored specifically for the legal industry, it incorporates mobile functionality to foster user engagement and promote a customer-centric approach within the organization. It enables effective management of client relationships, bids, tenders, and marketing initiatives seamlessly. Furthermore, it includes extensive transaction and legal accounts capabilities to ensure smooth financial account management. Users benefit from detailed, customizable real-time reports and dashboards that provide profound insights into time and cost metrics, ultimately empowering firms to make informed strategic decisions for continuous improvement. With these tools, legal businesses can not only enhance their operational efficiency but also maintain a competitive edge in the industry.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay Yes 
BigHand Dictation and Speech Recognition No 
ClickDimensions No 
Dropbox Yes 
GBG Identity Verification No 
Google Calendar Yes 
Google Docs Yes 
Google Drive Yes 
Introhive No 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Dynamics 365 No 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
SignIT No 
Template Studio No 
Xero Yes 
Zylpha No 
esendex No 

Integrations

8am LawPay No 
BigHand Dictation and Speech Recognition Yes 
ClickDimensions Yes 
Dropbox No 
GBG Identity Verification Yes 
Google Calendar No 
Google Docs No 
Google Drive No 
Introhive Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Microsoft OneDrive No 
Microsoft Outlook No 
QuickBooks Online No 
SignIT Yes 
Template Studio Yes 
Xero No 
Zylpha Yes 
esendex Yes 

Pricing Details

$45 Monthly & $39 Yearly
- Unlimited Cases
- 10GB Storage
- SMS Timekeeping
- Premium Features
- Integrations Included
- Two-Factor Authentication
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

CaseFox

Founded

2010

Country

United States

Website

www.casefox.com

Vendor Details

Company Name

Peppermint Technology

Founded

2010

Country

United Kingdom

Website

www.pepperminttechnology.co.uk/solutions/peppermint-cx365/

Product Features

Conflict Checking

Case Management Yes 
Client Database Yes 
Data Import / Export Yes 
Full Text Search No 
Indexing No 
Phonetic Search No 
Preemptive Conflicts Search No 
Relationship Tracking No 

Enterprise Legal Management (ELM)

Contract Lifecycle Management No 
Document Management Yes 
Legal Automation Yes 
Legal Spend Management Yes 
Legal e-Billing Yes 
Matter Management Yes 
Reporting / Analytics Yes 
eDiscovery No 

Law Practice Management

Billing & Invoicing Yes 
CRM No 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management No 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Billing

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

Legal Calendar

Case Defined Timekeepers Yes 
Completion Tracking No 
Conflict Management Yes 
Multi-Office No 
Reminders Yes 
Rules-Based Scheduling Yes 
Staff Calendar Yes 
Status Tracking No 
Task Management Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management No 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly Yes 
Document Indexing No 
Document Tagging Yes 
Full Text Search No 
Version Control No 

Product Features

Enterprise Legal Management (ELM)

Contract Lifecycle Management No 
Document Management No 
Legal Automation No 
Legal Spend Management No 
Legal e-Billing No 
Matter Management No 
Reporting / Analytics No 
eDiscovery No 

Law Practice Management

Billing & Invoicing No 
CRM No 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management No 
Email Management No 
Legal Case Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

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