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Compare CaseFox vs Sertifi

What is better CaseFox or Sertifi? We are here to simplify the process of assessing Accounting Software products for you. For instance, on this page you can look at the overall performance of CaseFox (7.9) and contrast it with the overall performance of Sertifi (8.3). You may also match their overall user satisfaction rating: CaseFox (100%) vs. Sertifi (100%).

Similarly, study their functions thoroughly to determine which product can better deal with your company’s needs. In general, any business app should allow you to comfortably check the big picture, at the same time offering you quick access to the details.

Users who want to save some time or would like to get a Accounting Software recommendation from our experts might want to examine these top choices for the current year: FreshBooks, NetSuite ERP, Sage 50cloud.

NOAWARDS
YET

SmartScore™

OUR SCORE 7.9

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $10

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Time Tracking
  • Timekeeping
  • Expense Tracking
  • Case Note Management
  • Case Document Management
  • Conflict Checking
  • Trust Accounting
  • Case Management
  • Phone Message Tracking
  • Discovery Tracking
  • Google Integration
  • Reporting/Docketing/Calendaring
  • Role-Based Access
  • Different Staff Rates For Different Cases
  • Contract Staff Limited Access
  • Invoicing
  • LEDES Support
  • Fee-Splitting Rules
  • Automatic Invoice Generation
  • Task Management

Pricing Info

CaseFox pricing plans are composed of three bundles, each designed to suit varying needs and business requirements. A free version is also available for those who are still considering trying out CaseFox for their business.

Silver ($10 per month or at discounted price of $100 per year) – up to 25 cases, 5 users (extra $5 per additional user, document storage integration with Dropbox and Google Drive.

Gold ($20 per month or at discounted price of $200 per year) – up to 50 cases, 5 users (extra $5 per additional user, document storage integration with Dropbox and Google Drive.

Platinum ($35 per month or at discounted price of $350 per year) – unlimited number of cases, 5 users (extra $5 per additional user, document storage integration with Dropbox and Google Drive.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

CaseFox integrates with the following applications and systems:

  • IIFData Format
  • Xero Accounting
  • MS Word
  • PDF
  • ESIS
  • Advocator
  • IIF
  • LitigationAdvisor
  • Dropbox
  • Google
  • Google Drive

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Timekeeping, invoicing, trust accounting, calendaring, case management and more... painlessly.

Company Email

info@casefox.com

Contact No.

Company's Address

1578 Centre Pointe Drive, Milpitas, CA 95035

NOAWARDS
YET

SmartScore™

OUR SCORE 8.3

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $150

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Streamline workflow processes and improve communication
  • Real-time updates on contracts sent via Chatter/Yammer
  • Option for customers to sign either electronically or print, sign, and fax
  • Pre-populate fields into a contract with existing data
  • Get 100% audit trail including when a contract was sent, opened, partially signed, and fully signed
  • Signed PDF version of agreement is emailed to all parties
  • Quickly respond to customer questions (conversation included within audit trail)
  • Add others into the deal conversation via email address
  • Integrate with leading applications including Conga Composer

Pricing Info

Sertifi offers two flexible pricing packages that cater to varying business needs and budgets. You can also sign up for a 30-day free trial to check if Sertifi is a good fit for your business. It’s also possible to request a quote for a plan customized to your individual needs. The following plans are available:

Closing Pro Plan: starts at $150/month/organization

Simple solution for agreement signing and secure electronic storage for documents. Includes the following features:

  • 5 users (senders)
  • Sending unlimited documents for signature
  • Integrations with Salesforce, Newmarket International’s Delphi.fdc, Conga Composer & Drawloop’s LOOP for Salesforce
  • Customized user permission levels
  • Deal.Stream – unique collaboration feature for senders & signers
  • Custom branding
  • Shared document library
  • Full support service & onboarding training
  • Dedicated customer success manager

Closing Pro+ Plan: starts at $250/month/organization

An integrated system perfect for businesses that need to gather signed agreements & secure customer payments. It includes all features from the Closing Pro plan plus:

  • 1,000 payment requests/year
  • Payment gateway integrations with Merchant Link, Element, Authorize.net, Shift4 Corporation & leading billing system Zuora
  • Collect one-time, re-occurring or authorized credit card payments
  • Ability to collect ACH payments with select payment gateways

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Digital Alchemy, Belly, ASCAP, HomeSphere

Integrations

Sertifi offers integrations with the following business systems and applications:

  • Drawloop
  • Salesforce
  • Zuora Payments
  • Infusionsoft
  • Shift4
  • Conga
  • Google Apps
  • Merchant Link
  • Microsoft Dynamics

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Sertifi is an innovative solution that reduces operating costs and enhances the customer experience by offering a convenient way to sign.

Company Email

support_ticket@sertifi.com

Contact No.

Company's Address

350 N. LaSalle Suite 1020
Chicago, IL 60654

FreshBooks

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

FreshBooks is the winner of our 2018 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

It may not always be sufficient to simply compare CaseFox and Sertifi against one another. Although specific features, pricing and user experience are all important and should be considered when making a final choice, you should also pay attention to the recognition and awards merited by each solution. In many cases a less dominant software may turn out to be an amazing choice that was a winner of many SaaS awards such as our Supreme Software Award which proves that despite lesser market popularity it’s a worthy rival to the software that dominate the market.

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