Hassle-free Time keeping and Invoicing
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CaseFox Knowledge Base and How To Use Topics
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
14
How to add a new client
How to create a case (project)
Setting Different Hourly Rates For Different Cases/Clients
Tips: Entering time and expenses
How Do I Setup My Staff's Different Hourly Rates For A Case?
See all 14 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
48
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 48 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
See all 11 articles
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
See all 20 articles
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
4
What can be exported from CaseFox
QuickBooks Integration
Exporting to Juris
Create Reports Using Raw Data
CaseFox Mobile Application
2
CaseFox Android Application
CaseFox iOS/iPhone Application
Invoices
23
Editing Invoice
Batch / Auto Invoice Generation
Combining Invoices of a Client
Custom Invoice Numbers
How To Create LEDES Format Invoices
See all 23 articles
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
See all 8 articles
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
See all 23 articles
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