Liberating software We are a small, boutique energy and environmental firm, and work all over the country. My firm recently completed a transition to a virtual practice. We no longer maintain a physical office, and all of our data is in the cloud. There was up until recently only one thing keeping us tied to a physical location and server - our case management database. We had used CaseMap for many years, and ultimately switched to the SQL version to facilitate remote access. But the more we worked remotely over the years, the more limited we were because two factors - the need for a physical server and the limitations of a Windows environment. Our firm switched to all Macs several years ago, and we were forced to use virtualization software (Parallels) to run CaseMap. The solution that finally "liberated" us from a physical server, and Windows, is Factbox. It is everything CaseMap is but with the enormous advantage of being SaaS, web-based, and completely integrated with cloud storage solutions like Dropbox. We can now work from anywhere with an internet connection - including on a plane at 38,000 feet. We also use iPads extensively, and Factbox is just as easy to use on a tablet as it is on a desktop. As an added bonus, the technical staff at Factbox is extremely responsive, and has been very helpful in both getting us up to speed (a very shallow learning curve, especially for anyone who is familiar with case/litigation management software), and in responding to and addressing the occasional minor glitch. Superb product at a very reasonable price. Very highly recommended.

Absolutely LOVE FactBox I utilize FactBox on a daily basis and is so easy to use. It helps organize all of my attorney's cases and facts in once place. I'm able to quickly reference a note regarding a case, attach a document to a specific fact, organize discovery responses and answers and so much more. FactBox has definitely made me a more efficient and effective paralegal.

it is good but not great. To be efficient,I want to be able to review a multipage document and send certain facts to fact box from any page within that document. It is essential that, when I later look up the source of the fact, I be able to click and get back to the page from which it came. It is very frustrating to have take one step to get back to the source document, and then another one within the source to arrive at the page from which the fact was sourced. Since writing the review above, I have learned that you can actually linked directly from a particular page of the source document if the source document has already been uploaded the Factbox server. I look forward to being able to use this feature.

I like it, but one annoying thing. I actually think it is quite useful, but sometimes I enter in a wrong fact and cannot delete the entry. For example if I enter 2006 Deed of Trust, but it was actually a 2007 Assignment of of Deed of Trust I can edit the content, but the heading still says. I typically just delete the whole thing and retype it, but the empty box stays in the form, which is a little distracting. Overall it is a very useful, but that is an annoying little kink.

Excellent case management tool Our legal clinic started using FactBox a few months ago for our most complex matters. Most of the clinic staff are law students learning how to practice the law. This software is brilliant at helping them isolate each of the 'facts' of a matter like who said what and when, significant events etc, and then sort that information into useful associations. The software enables students to focus on individual parts of a matter and to find where there are gaps in information. This benefit of the software should not be underestimated, even for experienced lawyers. As our clinic grows I am certain FactBox will become a staple in our clinic's tool kit. (And the FactBox team are very friendly, responsive and helpful - what a bonus!)