Who Uses This Software?

solos to medium size law and accounting firms, investigators, psychiatrists, consultancy firms and other professionals who bill their time.


Average Ratings

44 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month
  • Pricing Details
    Price $10 to $35/mo. $10/active user/mo additional over 5 active users.
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • CaseFox
  • www.casefox.com
  • Founded 2010
  • United States

About CaseFox

CaseFox.com offers a cloud based easy to use multi-user software that is designed for attorneys, CPAs and other professionals with their practice management, billing, invoicing, trust fund management, case document management, client management, tracking billable time, expenses, payments, etc.


CaseFox Features

  • Account Tracking
  • Calendar Management
  • Case Management
  • Client Statements
  • Document Management
  • Expense Tracking
  • Retainer Billing
  • Time Tracking
  • 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
  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Tagging
  • Full Text Search
  • Version Control

CaseFox Reviews Recently Reviewed!

This is a great timekeeping software that is easy to use.

Jun 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like that it is online, and that my co-counsel in other states can simply log in and enter their time on my cases.

Cons: If I had to pick something, I would say that sometimes I can get lost in the different tabs of where to go.

Awesome software for home businesses

Mar 22, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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!

Recommendations to other buyers: I love the fact that you could make this software work for any business; legal, medical and even the small business at home could use this it works with Quickbooks and you can make it look like your own business with your letterhead. By the way after 3 years of using the software just last Christmas I found the function of making my own codes; it was the greatest thing I have found and now I am making my own codes so I know exactly what I did on that particular day and how. Awesome detail!

Very Impressive

Feb 20, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money

Comments: Very impressive and excellent value for money. I would make one recommendation---short online videos explaining how different features operate (instead of written explanations).

Vendor Response

by CaseFox on February 20, 2017

Thank you for your review. We are working on a new user interface and once the new user interface is deployed, we will also make new videos. We do have some training videos on the Demo page and also in YouTube for the current user interface.

So Far So Good

Jan 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: It does everything

Cons: It asks you to write a review

Overall: So Far So Good, except how they make you write a review in order to continue, either way it does a great job!

Recommendations to other buyers: Write a review so you can use it.

Vendor Response

by CaseFox on September 01, 2017

Thank you for a review. We sometimes ask our users to write candid reviews about our service and product so we know how we are doing, but this is not a requirement to continue to use our product. In any case, we appreciate your review.

A Solo Attorney's Answer to her prayers!

Jan 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Great price! Great features! Great customer support! Everything I needed in order to organize and take my business to the next level!

Thank you!

Outstanding customer support!

Jan 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Full functionality. Easy to use.

Cons: None so far.

Overall: I am a solo practitioner. My corporate clients are now requiring LEDES formatted bills. My existing billing program did not have LEDES format. For the same price I was paying, Casefox provides the formatting I need, plus provides far greater functionality. My greatest praise is for its Customer Support. It responded immediately to my email inquiries, even offering to speak with me by phone and it diligently worked swiftly to help me transfer my unbilled time slips into Casefox. I have only just begun to use Casefox, but expect it to meet and surpass my needs. Based on my experience so far, I highly recommend it.

Recommendations to other buyers: Outstanding customer service.

Full featured for lawyers

Jan 01, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money

Comments: I evaluated CaseFox, Bill4Time, and several other timekeeping and billing apps for my legal practice. CaseFox had every feature I was looking for. CF was not as attractive on the screen (it was a little harder on the eyes) but it was lower cost and had essentially the same feature set as far as I could tell.
I recommend CF for lawyers.

I love CaseFox, but I wanted it in Portuguese

Jan 01, 2017
5/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Extremely
Likely

Pros: Just a very good software.

Cons: No language options. No Portuguese language. This makes it difficult for me to use the software for invoicing as I cannot present reports or invoices in English in my country

Overall: I am trying to fully use CaseFox for my firm. The only problem I am having is that this brilliant software is no translated into the Portuguese language, my county's language. I have translated the invoice text, but these settings apply only to simple PDF invoice format which is not good to be presented to clients. Simple PDF is the just very bad format.

Recommendations to other buyers: Please add language options or, at least, make the invoice translation to apply to the normal PDF which has a good format. I can help translate the software.

CaseFox is an inexpensive "must have"

Oct 08, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: CaseFox is a full-featured program that is very inexpensive. Great for solo or small practices. I highly recommend it.

Amazing product and value

Sep 14, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Likely

Pros: Simplicity of use even though it contains the functionality of much more complex and expensive packages. The price is perfect for the solo and small firm practice

Cons: Nothing

Overall: Super functional yet incredibly simple. Support is amazing and quick with responses. Developer is incredibly open to adding new functionality.

A great way to make money

Aug 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It tracks time and charges perfectly.

Overall: We have a small tax consulting firm. I had been tracking chargeable time on a spreadsheet, and summarizing on the monthly invoices. This software has made thousands of dollars for us in capturing consultant time.

Recommendations to other buyers: If you are a small accounting or law firm and you don't have Case Fox you are missing the boat

Excellent service at a great price!

Jul 23, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The time tracking & billing features are seamless and very intuitive to use.

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

Overall: 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.

Recommendations to other buyers: Again, a great service at a really good price. It doesn't take too long to get the hang of it.

Multiple Practice Professional Review

Jun 16, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: That it has an Apple and Android compability software.

Cons: That I'm unable to use it as Quickbooks to see how much income is left after working on a particular case.

Overall: So far I like the fact that this product can be used across multiple industries. I would honestly say that it's a software that I can highly see in the future having multiple lawyers use it.

Recommendations to other buyers: Yes, If it could be used in multiple languages, and also to have a feature ad-on like Accounting, E-mail, and also to use the ability to use it like Clio.

Excellent Customer Service, Excellent Product

May 31, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Customer service team offered immediate and helpful responses. The software program is legit! Very easy to manage my small business with casefox.

Great program

May 08, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: CaseFox is a great program that is inexpensive and easy to learn. It is half the price of Clio and much easier to use. It is a monthly plan so you don't have to shell out a lot of money at one time. I highly recommend it.

Perfect for our small law office

Mar 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We absolutely love this product, which is perfect for our small law office. We tried several other billing applications before we found Casefox, and this product is heads and shoulders above all of them. We find it completely intuitive to use, and it has really cut down on the time we spend on billing. We also appreciate that it is cost effective, and accessible from anywhere. Have gotten several compliments from clients on the appearance and clarity of our invoices.

The software is very user-friendly and accurate, perfect for a solo practitioner.

Feb 04, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: The only two negatives were: (1) I am not sure that the information always synced between my PC and laptop; and (2) my experience with the trust-fund recordkeeping, which didn't seem to work accurately or easily; I had difficulty keeping the various client funds separate. In other respects Casefox has been a terrific tool for my practice.

Great Product

Jan 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I like CaseFox and how easy and adaptable they are. Whenever I have a question their response is quick and helpful. Their fees are great and I highly recommend them to anyone looking to grow their law firm.

Very simple efficient system to keep time.

Jan 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Keeping track of billable hours is not a chore with CaseFox's intuitive software. I like it a lot!

Just what we needed

Jan 11, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: When my partner and I started our law firm 10 years ago there were only a couple of options for time and billing software so we chose the one that spent the most on advertising to small firms. We thought we would never change. Since then, we evaluated various practice management programs, but nothing seem to fit our practice. Each program tired to do either too much or was too basic for our needs. Scalability was also a big factor. Casefox fits our needs perfectly. Although all of us at the firm found Casefox to be intuitive, the customer service is outstanding whenever one of us had a problem. Personally I cant wait until the release of the iOS App.

Vendor Response

by CaseFox on January 11, 2016

iOS app has been submitted to Apple. Should be live next week. Thank you.

I run a litigation boutique and use Casefox for our LEDES invoicing and all invoicing.

Dec 31, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The software is easy to use, inexpensive and the customer service is outstanding.

Fantastic customer service.

Dec 28, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am still experimenting with CaseFox, but can already compliment the prompt, excellent customer service. I had some questions about LEDES invoice formatting. Got a response via email within minutes. I replied with another question, and customer service made changes to programming to get my desired formatting for Tymetrix submissions in less than 10 minutes. Very impressive.

Helpful With Client Data Importation

Nov 12, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are in the midst of importing all of our client data into CaseFox, and while it seems as though that process could be simpler, the customer support team has been fantastic in assisting us throughout this process.

Have used Casefox for a bit now. Customer service is great.

Oct 28, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Great customer service, great price for online billing software which is a plus for a small firm, great that you can access your time and billing from a browser. The program itself is fairly easy (though some things are missing or could run more efficiently) especially once users get used to the dashboard and overall interface. Many things can work with Quickbooks environment.

Cons: There are some actions that could be made easier like drop down menus for ease of client matter access, no real prebill function, at first the dashboard and figuring out some of the features and how they work seem cumbersome but once you're familiar with the program it's pretty straightforward.

This is the greatest improvement to the operation of our practice the last five years.

Oct 12, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have twenty two consultants located around the US and Europe. We had been preparing invoices on our own spreadsheet system and missing a lot of hours.

The system is so easy to access that today I am confident that all time charges are made.

Invoice preparation is really simple and the product is professional and beautiful.

Raj was most helpful in modifying our application since we are not a law firm. We are a tax resolution company with special needs and nomenclature. He was very responsive and the result is totally satisfactory. When I read similar evaluations of products like this I didn't always believe them. This is real. My email address is Jim.Casimir@CasimirConsulting.com

Write me if I can be of any help to you.

Great product, great price and customizable!

Oct 07, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We've been using CaseFox for almost two years now. The software it great and I love that it is customizable. There have been many times that I have contacted CaseFox support asking them for something that didn't currently exist and within hours they added in the new feature for me. The support team is always quick to respond to any issues that come up. It is just fabulous firm management software and at a great price.

A Few Words

Oct 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Casefox has been an excellent tool for our business that has allowed us to work with our clients in a reliable and very effective way. In addition Casefox has an outstanding support which has always solved our needs and problems in a timely and effective way.

I would strongly recommend Casefox to any law firm or business that needs a reliable and friendly user billable system.

Great software that is constantly improving

Oct 01, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using CaseFox for some time now. The price is perfect for a smaller firm that needs access for more than one person. I don't have to think about the additional cost in providing a part-time employee access, because there is no cost. I have used Rocket Matter and Clio, and was not very happy with either. Due to their cost and problems I had with their functionality, I was in the process of developing my own software when someone recommended CaseFox. I am glad they did.

Very powerful tool with just a little bit of experience.

Sep 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This is an excellent tool for all of my case tracking and organization. It is slightly complicated, but don't let that scare you. Complexity should be expected in any product that has the ability to handle case management, hour tracking, client billing, and all of the other day to day responsibilities of a law office. If you take the complexity out you lose flexibility and usefulness, and with only a few hours of use I was able to fly through menus and do exactly what I wanted.

Quality Product. Excellent Service.

Sep 23, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: CaseFox is an excellent choice for a solo, small, or medium law firm. I have used CaseFox for just over a year now without any major issues. Support has always been prompt (sometimes within minutes). Invoicing and acceptance of payment (PayPal) is straight forward and hassle-free. I do wish, however, there were other payment processing options available, and more robust client-side tools.

Very good software (use it for billing and invoicing, and tracking lawyers' times).

Sep 23, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Pros:
1. Easy to use, easy to train staff
2. No downtime issues, available at all times
3. Very reasonably priced (esp. compared to other providers)
4. Partners have visibility of the entire firm in a button

Cons
1. Back-end document management system & integration could be better -- only shows main folder, not subfolders
2. Would be nice to have more 3rd party integration
3. Software updates are a bit spontaneous

Overall -- great software, and we are happy to use it!

Easy to use. Does everything you need and more

Sep 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great program that is easy to use right out of the box

I am SO SO happy with this software

Sep 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I'm not even a software enthusiast. I've just been so impressed with how simple and straight forward Casefox has been to use. On top of that, I had some integration problems with my other bookkeeping software and the CaseFox staff were incredibly quick to accommodate my needs. CaseFox is also super affordable. I would recommend it to anyone and if they sent me a T-shirt I would rep them proudly.

Program is easy to use, provides professional results and my clients appreciate the detail.

Sep 22, 2015
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Nothing negative to say, my experience with CaseFox has been very positive.
Thanks.

Good Affordable Billing System

Sep 22, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Overall, a good and affordable solution for legal services billing. Easy to use and produces many useful reports including reports that can be imported into Quick books. Things we would change: the bills update in real time, so if you want to know what you actually sent to a client, you need to keep a hard copy. Also, you cannot search by bill number, which is frustrating.

Vendor Response

by CaseFox on September 25, 2015

Thank you for your feedback. Invoices can be searched by numbers on the Dashboard. Also, more preferred way is to simply go to the matter where you will see all invoices right upfront. When an invoice is edited, yes the invoice is updated in real time. Keeping old copies of invoices would unnecessarily complicate the user interface and cause confusion and will be prone to mistakes as a user may actually send a wrong version of invoice to client.

Powerful, Intuitive Case Management and Billing Software

Sep 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: After struggling for years with TimeSlips, I got fed up and figured there had to be better options out there. I found CaseFox and haven't looked back. We used the initial, free version to test on several clients for 5 months, and on-boarded our entire client list on the first day of the New Year. CaseFox is easy, accessible, powerful, flexible, and affordable. I almost never review/rate products, but at every turn CaseFox has provided the solutions we've needed. In over a year, CaseFox has never disappointed!

Great product, very intuative and staff is always ready to help!

Sep 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great software, they always help when we need it, and have actually modified our program for us. Way better than software we used that was 3 times the price. Love that I can access anywhere and we get daily backups. Only thing I wish was better was ability to track my time. I want to see a calendar that has just my time. So I can see a breakdown of what I billed each day on a large calendar. I can search a specific amount of time (like a week of time or 9 days of time - whatever date range I put in) and it will tell me the amount I billed and I can click on each day and it can list what I billed each day.

Vendor Response

by CaseFox on September 22, 2015

Thank you for your feedback. We will try to follow your suggestions. We can easily set your account so that you see your entries only in your Calendar view.

Does almost everything, and did it well.

Sep 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I first started using Casefox when they were relatively new to the market, and although I've experimented with other programs none have the range of functionality of Casefox at a similar price point. the integration with Google Drive has been very critical to my business because I work remotely travel across multiple countries for my practice. my only complaint has been the lack of a mobile device interface however that was resolved earlier this year when Kispiox released their android app which is probably the best laid out and thought out legal services that I've used.

Customer service is excellent they respond very quickly and are very open to suggestions on ways to improve the software. In fact, one of my very first experiences with their customer support was calling in to ask if it was possible to create a user role that offered limited access to case files But which had the power to injure phone calls memos and other billing line information for me. They responded by adding the requested user role in less than 48 hours from my request.

Works well

Sep 22, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Can access from any PC or Mac. Constantly being improved.

Easy time/expense record keeping

Sep 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: CaseFox is simple to use and track clients, tasks, hours and expenses. IT aalso provides a cover page summary for each.

Perfect for law firm billing!

Sep 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We love using CaseFox for our law firm billing! One of the best features is that different staff members can access cases to enter their time, and the entries/updates are immediate. There's no having to "export" time entries at the end of the month. Having the ability to convert bills to LEDES documents is a must for us also. CaseFox is extremely user friendly and meets all of our billing needs!

Just what we needed..!!

Apr 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: After searching all over for a platform for our business (Transport Consultants) we came across CaseFox.. Now as a small business we first thought that we would have to spend weeks populating and learning the process, but it was the complete opposite.. The process was simple and easy to use.. The staff implementation time was no time at all and now we are going to be making the best use of our time.. Concentrating on the core business.. I would recommend that you give this platform a try.. You never know you just might like it and you will be more productive as a result..

Easy, affordable bare bones billing program

Feb 04, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Casefox is a user friendly low cost alternative cloud based time and billing program with some very useful features such as integration with google contacts, calendar and tasks, batch invoicing, and conversion to zero and quickbooks. My staff can work remotely with ease. Its everything you need in a billing program without the expensive, unnecessary frills. Customer service is also excellent. I highly recommend this product,

Easy to use, efficient and feature rich

Oct 05, 2012
5/5
Overall

Comments: Our firm has been using CaseFox now for a few months, to accommodate the needs of one of our clients who requested LEDES compliant invoices. However, we have been so pleased with CaseFox that we have migrated all of our timekeeping/invoicing over to this platform for all of our clients. The user interface is easy to operate, and there are several features which have improved our timekeeping, invoicing and payment tracking efficiency. We recommend the service.