Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Legal Practice Management
- Case Management
- Case Document Management
- Billing
- Legal Accounting
- Calendars
- Matter Management
- Invoicing
- LEDES Support
- Automation of tasks and calendar
- Tracking of time and expenses
- Case Note Management
- Conflict Check
- Trust Accounting
- Phone Message Tracking
- Discovery Tracking
- Reporting/Docketing/Calendaring
- Role-Based Access
- Different Staff Rates for Different Cases
- Contract Staff Limited Access
- Fee-Splitting Rules
- Automatic Invoice Generation
- Task Management
- Timekeeping
- Contacts Management
- Online Payments
- Client Portal
- Customizable Templates
- Invoicing and Billing
- Android and IOS Apps
- High-level Online Security
- Case Workflows
- Integrations with Google, Office365, PayPal, Xero, and more
Pricing Info
Pricing Info
CaseFox pricing plans come in three tiers, each designed to suit varying needs and business requirements. A free trial is also available for those who are still considering trying out CaseFox for their business.
Solo – $0
- Free Forever
- No Credit Cards
- 2 Users
- Up to 4 Cases
- Manage everything in one place
- Quickly track time/expenses
- Bill with various fee structures.
- Use UTBMS and LEDES codes for billing
Pro – $39 per user/month (billed annually)
- Everything in Solo +
- Unlimited cases/matters with easy import
- 10 GB+ storage for documents
- SMS timekeeping for tracking
- 2-factor authentication add-ons
- Send multilingual bills/invoices
- Client onboarding with intake forms
- Secure client communication and payments via portal
- Rule-based calendaring for court deadlines
- Quick conflict checks for case party searches
- Integration with QuickBooks, Xero, LawPay, and Office 365
Enterprise – $79/user/month (billed annually)
- Everything in Pro +
- Standardize and manage legal intake processes
- Centralize service requests and assignments
- Remove CaseFox branding with white labeling
- Centralize case management, analyze data, and gain transparency
- Receive 24/7 priority support
- One free website for your firm
- Smooth transition with custom data migration and support
- Gain access to CaseFox Consultants
- Receive custom recommendations
- Free custom development
Integrations
Integrations
CaseFox integrates with the following applications and systems:
- IIFData Format
- Xero Accounting
- MS Word
- ESIS
- Advocator
- IIF
- LitigationAdvisor
- Dropbox
- Google Drive
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
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
CaseFox Comparisons
Popular CaseFox Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Live financial dashboards
- DSO tracking and forecasting
- Automated email workflows
- Personalized payment reminders
- Customer self-service portal
- Autopay and payment processing
- Automatic cash application
- AI-suggested “Promise to Pay”
- Customizable dispute reasons
- API data export
Pricing Info
Upflow segments its pricing plans based on the company’s Annual Recurring Revenue (ARR).
Discover – Free
- For finance teams assessing AR health
- Includes deep analytics tools
- Data discovery capabilities
- Peer benchmarking
Grow – By quote
- Targeted at startups (0−10M ARR)
- Best practices implementation
- Cash flow insights
- Workflow automation
Scale – By quote
- Targeted at scale-ups (10M−50M ARR)
- Operational streamlining tools
- Scalable financial foundations
- Best-in-class financial practices
Strategic – By quote
- Targeted at enterprises ($50M+ ARR)
- Advanced customer behavior insights
- Strategic cash flow management
Relationship engagement tools
Integrations
Upflow emphasizes seamless connectivity with existing financial stacks to ensure data synchronization between collection activities and core ledgers.
- Accounting & ERP: QuickBooks, Xero, NetSuite, Sage Intacct.
- Billing & Subscriptions: Zuora, Chargebee, Stripe Billing.
- Payment Gateways: Stripe, GoCardless.
- CRM & Communication: HubSpot, Slack (for internal collaboration).
- Automation & API: Zapier (for custom workflows) and a REST API for programmatic access to action data.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lattify, Botify, ActivTrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Upflow is a specialized Accounts Receivable (AR) solution that enables finance teams to automate collection workflows and gain real-time visibility into cash flow performance. It replaces manual spreadsheet tracking with systematic, personalized reminders and offers a dedicated customer portal for streamlined payments.
Company Email
sales@upflow.io
Company's Address
Upflow Comparisons
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No Accounting Software will be able to cater to all the needs of a specific team. While key features of CaseFox and Upflow should matter you should also thoroughly analyze the integrations supported by each product. Quote frequently your team will already be making use of some other B2B software in your company and it’s definitely wiser to opt for products that integrate well with one another. With that approach you can guarantee a reliable transfer of information between your teams and apps, which can significantly reduce time wasted on migrating between one software and the other.
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