CaseFox

Kommentare: I have been using Casefox for approximately 3 years now. I have had no major issues with the software that wasn't fixable by Casefox immediately. The price is more than reasonable for all the flexibility you get in this software. It tracks everything. I also love the capabilities of making the invoices my own and tracking my own file numbers plus entering all trust funds right into Casefox. It helps me with my daily run of my business in the legal field and I highly recommend this software to any small business. The best part is going on vacation and having the ability to login from any wifi free establishment with ease. Thank you Casefox for making my business run smoothly. Your Customer Support is awesome and very kind. They have always been able to help me and it's not because your software has malfunctioned; if I have a question on how to do something within Casefox and do not understand the help tutorial; you are there to assist. I appreciate that!

Vorteile: The functionality of the software and I can access it anywhere at any time with a wifi connection. I am also able to format the things that I need; file numbers, backdating, and especially being able to track with my calendar is great.

Nachteile: I wish you could upload all of my emails and documents to casefox to keep all files together; I have to have a separate drive for that (Google Drive), it isn't making me leave the software but it would be helpful if your software could have downloadable capabilities of all file types; pdf especially. I would like to able to open the client's file and all the documentation that is associated with that client. I would also like the capability to streamline the Invoice fields to the names of what I know. For example Government #: we don't have a government number except for hst/gst and that has to be at the end of the invoice anyway. But I would love to change the field to Court Location.

Kommentare: Accounting, especially trust accounting, batch invoicing, entering time - I wasn't going to use a software for case management but now that I've been using CaseFox and it is so easy and accurate I am going to keep using it for case management, tasks, calendaring, etc.

Vorteile: It is sooo easy to use, very intuitive, has every feature you would want, set-up is a breeze, no demo even required, no sales people to talk to trying to sell you on it, extremely affordable, links to google, outlook, quickbooks and more. I just love it! I tried trial versions of a ton of other programs and was quickly frustrated. Not with CaseFox. I am surprised more people aren't using it, but I'm sure they will be soon.

Nachteile: A "desktop" or hybrid desktop version would be cool.

Vorteile: CAN ACCESS FROM ANYWHERE-EASILY ABLE TO IMPORT DOCUMENTS TO THE INVOICE-EASY TO TRANSFER TO CLIENTS. GOOD VALUE FOR THE PRICE SUPPORT IS ALWAYS AVAILABLE

Nachteile: WOULD LIKE AN AUTOMATIC BACK UP TO THE CLOUD

Kommentare: Easy way to keep track of time and bill our clients.

Vorteile: Easy to use. Easy to set up. Customer support very responsive. If something does not work the way we want it to, we contact them, and they make it happen.

Nachteile: Does not automatically generate reminder bills in matters with no recent activity. The available reports do not provide all of the information I want it and I do not have the skill to customize the reports.

Kommentare: When I first started out as a solo practitioner, CaseFox was a huge help in quickly and easily tracking my time, billing my clients and managing my accounts.

Vorteile: The time tracking & billing features are seamless and very intuitive to use.

Nachteile: It would be nice if the ledger "learned" what certain recurring payments I input are, so that they are categorized properly in the future.