CaseFox

General Information 8

• About Us
• Why Use CaseFox
• Feature Request
• Emails from CaseFox
• Tracking Non-Billable Time, MCLE hours, etc.

See all 8 articles

Products 2

• What We Do
• Sign Up For Free

Registering a new account 11

• Why do I need to enter so much information?
• Will I be getting pesky sales call after signing up?
• What does it mean by "CaseFox is a multi-user system"?
• Is there a time restriction for the free account?
• Does the free plan come with less features?

See all 11 articles

Getting Started with CaseFox 13

• How to add a new client
• How to create a case (project)
• Setting Different Hourly Rates For Different Cases
• Tips: Entering time and expenses
• How Do I Setup My Staff's Different Hourly Rates For A Case?

See all 13 articles

Subscription Plans 7

• What are different subscription plans
• Special Offers
• Yearly Subscription Plans
• How Subscribe To Yearly Plan
• Payment Methods

See all 7 articles

Importing Client List, Case List and Time Entries 2

• How To Import Client List
• Import into CaseFox Client List Case List and Time Entries From Other Software

Using CaseFox 46

• Fix Fee or Cap Fee or Fix Budget Cases
• How To Archive A Case (Project)
• How To Use The Timer Buttons
• How To Enter Time/Expense
• Generating Reports

See all 46 articles

Trust Accounting 11

• Single or Multiple Trust Accounts
• Trust Account Starting Balance
• Trust Balance on Invoices
• Accounting Advance Payment Without Using Trust Accounting
• Deleting Trust Account Entries

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Login Issues 3

• I am not able to login
• I did not receive the activation email
• Two Step Login

I Can't Find Answer To My Question 1

• How To Get Questions Answered

RSS Feed 20

• How Our Clients See Us
• Entering Time and Expense in CaseFox
• Setting Different Hourly Rates For Different Cases
• Generating Invoices For All Clients With One Click
• Import Your Client List into CaseFox

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Troubleshoot 3

• Wrong amount or no amount in "Total Cost" box
• Deleting Client, Case (or Project), User, Note, Invoice, Payment
• Page Errors and Crashes

Income Expense Ledger 4

• Income Expense Ledger
• Automatic Import of Expenses From Client Invoicing Data
• Vendor Management /Account Payable
• Account Payable and Account Receivable

Conflict Check 1

• What is Conflict Check?

Login Into CaseFox 3

• Login Using Google Credentials
• Persistent Login
• Changing Email Addresses

Desktop Timer 1

• How To Use Desktop Timer

Fee Split Rules and Reports 2

• Fee Split/ Compensation Rules
• Report of all payments received in a selected month

Client Portal - Online Invoice Payments 3

• Get Paid Faster - Send Payment URLs to Your Clients
• Secure Communication With Clients
• Setting Up Client Portals

Calendaring and iCal Sync 4

• Calendaring Rules
• iCal Synchronization
• Email Reminders for Calendared Items
• Office365 (including Microsoft Exhange Online, Hotmail, etc.)/Outlook Calendar Linking

API 1

• Web API

Exporting From CaseFox 3

• What can be exported from CaseFox
• QuickBooks Integration
• Exporting to Juris

CaseFox Mobile Application 2

• CaseFox Android Application
• CaseFox iOS/iPhone Application

Invoices 22

• Editing Invoice
• Batch / Auto Invoice Generation
• Combining Invoices of a Client
• Custom Invoice Numbers
• How To Create LEDES Format Invoices

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Text Messaging Integration 1

• Timekeeping via Text/SMS Messages

Integrations With Other Systems 8

• QuickBooks
• Google
• Dropbox
• Xero Accounting
• Office365/Hotmail/Outlook.com/Microsoft Exchange Online

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Xero Integration 2

• Getting Started with Xero Integration
• Xero Tracking Categories

Random Questions 23

• No Charge Time Entry
• Upgrading Account
• How to track payment of expenses
• Linking to Dropbox
• How to run a report for a particular timekeeper

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LawPay Integration 1

• Accepting Invoice and Trust Payments via LawPay

Quickbook Integration 3

• Importing Customers into CaseFox
• Exporting Invoices to Quickbooks
• Business validation error - Duplicate Name Exists

Configuring SMTP Server 1

• Configuring SMTP Server

Client Intake Form 1

• Client Intake Form