How to select a legal time & billing software for lawyers/law firms


Published on

How to select a good legal billing software. A good legal billing software should have billable, non-billable time tracking features and automated invoice generations based on previously entered time and expense data. A good legal invoicing software should also include user permission control features and trust accounting management. Case note and document management features are a plus.

Published in: Technology
  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

How to select a legal time & billing software for lawyers/law firms

  1. 1. How to select aLegal Billing and Time Tracking Software CASEFOX.COM 1
  2. 2. If you are still using paper notes, Excelsheets or your memory for tracking billable hours, you may belosing money and spending way too much time on your client billing CASEFOX.COM 2
  3. 3. A software to help you manage your practice might make you more efficient and profitable CASEFOX.COM 3
  4. 4. If you are a solo attorney (or CPA) or small firm you may not have an IT person to manage your servers. Selecting a Web-based system may free you up from managing,maintaining and upgrading internally installed billing software CASEFOX.COM 4
  5. 5. There are many choices in themarket these days. Web-based legal billing systems do not require anything to be installed in-house. CASEFOX.COM 5
  6. 6. Web-based legal invoicing systems are generally subscription based. CASEFOX.COM 6
  7. 7. Subscription fees is generally based on number of users, number of clients, etc. A few (such as do not chargeadditional fees based on the number of users. CASEFOX.COM 7
  8. 8. Select a system that offers: Time Tracking Expense Tracking Case Notes Generation of Invoices Based onTime Tracking data (without a need for re-entering any data) Trust Accounting CASEFOX.COM 8
  9. 9. Check if the selected system can generate PDF invoices and automatically email them to clients CASEFOX.COM 9
  10. 10. Some Web-based systems provide many bells and whistles that you may never use. Go with a easy to use system with a cheaper subscription plan. CASEFOX.COM 10
  11. 11. Remember, not all legal billing software include time tracking features. If it is a pure invoicing software, you will need to enterinvoice line items manually for each invoice. CASEFOX.COM 11
  12. 12. If you use contract attorneys, select a system that provides setting user permissions because you may notwant contract attorneys to see your billing data and at the same time, you don’t want to waste your owntime entering time tracking data for your contract attorneys. CASEFOX.COM 12
  13. 13. Also check if the selected systemcan export client, case and time tracking data to Excel format. CASEFOX.COM 13
  14. 14. Visit rison_of_time_tracking_software for a list of leading legal invoicingand time tracking software vendors CASEFOX.COM 14
  15. 15. Most vendors provide a trial subscription. Try it before you commit. The most popular ones might not be fit for your specific needs or may not be easy to use. Also, why would you pay $30-50/month when you can get same features for $10/month. CASEFOX.COM 15
  16. 16. Right Legal Billing and Time Tracking Software can make your practice more efficient. Please consider Free full featured basic account CASEFOX.COM 16
  17. 17. CaseFox CaseFox is a cloud based easy to use software that isdesigned to help attorneys, CPAs and other professionalswith their practice management, billing, invoicing, trustfund management, client management, tracking billable time, expenses, payments, etc. CaseFox is specificallydesigned for solos and small firms. CaseFox works on PC, MAC and tablets. CASEFOX.COM 17
  18. 18. – Easy to Use Software CASEFOX.COM 18
  19. 19. CaseFox Key Features• Time/Billable/Non-billable Hours Tracking• No software to install, simply use your Internet browser. – Works with all standard web browsers• Case Notes – Public notes becomes line items in invoices, private notes for your eyes only, to case management purposes• Trust Fund Account Management• Expense Tracking• Billing/Invoicing• Payments• Case Document Management• Client Management CASEFOX.COM 19
  20. 20. CaseFox Key Features• Single Sign-on with Google credentials• Multi-user – Admin user can add/disable users – Contract attorney access control• No additional charges based on the number of users (applicable to paid accounts).• Track billable and non-billable hours.• Export your data at anytime. Entered notes, time tracking data, invoices, client list, case list can be exported. CaseFox supports MS Excel and PDF exports.• Major international currencies are supported. CASEFOX.COM 20
  21. 21. CaseFox Key Features• Intuitive user interface. Easy to use navigation.• Easy invoice creation based on the already entered time/expense tracking data. All time tracking items marked as “billable” are automatically presented to be included in an invoice.• Easy emailing invoices to clients with a single click. Customizable email text.• Easy tracking of payments.• And more… CASEFOX.COM 21
  22. 22. Subscription Plans• Basic account is free• Paid plans starting at $10/month (price subject to change without notice)• For paid plans, no additional charges based on the number of users• No long term contract, No hidden charges, Cancel anytime, Export your data CASEFOX.COM 22
  23. 23. More Information• Please visit for FAQ.• Please visit for signing up for free. No credit card needed. Basic account is free. CASEFOX.COM 23
  24. 24. Thank You CASEFOX.COM 24