LawAccounting vs CaseFox

CaseFox is practice management with billing and trust accounting, but the firm's books still live in QuickBooks or Xero. LawAccounting puts the general ledger, trust accounting, billing and practice management in one platform, so your finance team works from one set of records instead of two.

The books are built in.

A double-entry general ledger and financial statements, with no QuickBooks or Xero sync to manage.

Trust reconciled three ways.

Bank balance, trust ledger and client totals in one view, with overdraft and commingling alerts.

Reporting from one ledger.

Profitability by matter, attorney and practice group, drawn from the same records as your statements.

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All-in-one practice software and an accounting-first platform

CaseFox has been around since 2011. It covers cases, time, billing, calendaring, documents, client portals and trust accounting in one product, and it's used by solo lawyers, larger firms and other professionals such as CPAs and investigators. For the firm's general accounting, CaseFox syncs invoices and contacts to QuickBooks Online, or payments to Xero.

LawAccounting started with the accounting. It's legal accounting software built on Salesforce, with the general ledger, trust accounting and billing at its center. CaseQube adds intake, matters, documents and settlements on the same records.

LawAccounting vs CaseFox, feature by feature

How CaseFox compares with LawAccounting and CaseQube on billing, trust accounting and the firm's books.

Where LawAccounting goes further than CaseFox

Firms looking for a CaseFox alternative usually like its billing and case tools. What they want next is the firm's accounting in the same system, rather than in QuickBooks or Xero next to it.

What CaseFox includes

CaseFox manages multiple trust and operating accounts in one transaction ledger. It moves funds from trust to operating in one click, sends trust requests through invoices and its client portal, and reconciles trust transactions against bank statements. It exports trust reports and accounting summaries, and syncs with QuickBooks Online or Xero for general accounting.

A general ledger without QuickBooks or Xero

In LawAccounting, the double-entry general ledger, journal entries, trial balance and financial statements are part of the platform. Invoices, payments and trust transfers post straight to the books, so there's no second accounting system to keep in step.

Three-way reconciliation in the same ledger

LawAccounting compares the trust bank balance, the trust ledger and the total of every client's balance in one view. Each client and matter has its own trust ledger, and alerts flag overdrafts and commingling as they happen.

Matter and practice-group profitability

CaseFox reports on attorney performance and collections. LawAccounting adds profitability by matter, attorney and practice group, with WIP, realization, effective rates and budget vs actual, all drawn from the same ledger that produces the statements.

Payables approvals and a controlled close

Vendor bills in LawAccounting go through approval routing before payment runs, and each vendor keeps its own ledger and 1099 tracking. Defined accounting periods, accruals and recurring journal entries give the finance team a controlled month-end.

Multi-entity law firm accounting

LawAccounting runs multi-entity and multi-office accounting in one system, with consolidated reports. If your firm operates more than one entity, ask CaseFox how its reporting and accounting sync handle them.

Practice management software with built-in accounting

LawAccounting and CaseQube cover the daily practice work firms expect, including intake with conflict checks, matters, documents, time, billing and payments. They also add what CaseFox doesn't describe on its site:

• Settlements. Fee splits, lien and medical bill tracking and a client disbursement statement for contingency matters.
• Rule-based workflows. Matter stages with tasks created and assigned by rules you set.
• Documents with built-in e-signature. Templates filled from matter data, OCR search and secure share links.
• One ledger behind it all. Time, invoices, payments and trust activity post to the same general ledger that produces the firm's statements.

Which platform is right for your firm

Choose LawAccounting if you want the general ledger and financial statements in the same system as trust and billing, have a finance team that needs payables approvals and a controlled close, run more than one entity, handle settlements, or already work on Salesforce.

CaseFox may be enough if you're a solo or small firm that mainly needs case management and billing, and you're comfortable keeping your general accounting in QuickBooks or Xero.

A question worth asking: where does your balance sheet come from? If the answer is a different system from the one that holds your trust and billing records, that's the connection your team reconciles every month.

Already on CaseFox? How to migrate from CaseFox to LawAccounting

LawAccounting includes migration support for firms moving off QuickBooks and other systems. Tell us how your firm uses CaseFox and its accounting connection today, and we'll plan the move from there.

1. Scope the move. Our team scopes your migration and quotes it before you commit.
2. Move your data. We bring your accounting data into LawAccounting and set up your trust and operating accounts.
3. Train your team. Training is part of the migration work, so your staff knows the system before you go live.

LawAccounting vs CaseFox FAQs

Make your firm's accounting easier to run in one system

See trust accounting, billing and the general ledger working together, with no QuickBooks or Xero sync behind them. Book a demo and bring the report you currently build from two systems.

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