Using CaseFox

How To Handle Fix Fee Cases
When you create a new case (project), you may enter maximum amount to be charged for the case. You may also indicate that this amount includes (or does not) ...
Sat, 27 Aug, 2016 at 11:36 AM
How To Archive A Case (Project)
To close (archive) a case, in the "Cases (Projects)" tab, select the case in the left side panel, click on "Case Details/Edit", Check...
Sat, 27 Aug, 2016 at 11:36 AM
How To Use The Timer Buttons
Note: this functionality has been replaced by Desktop Timer Time buttons are provided for measuring time (e.g., phone calls, time spent on writing...
Sat, 27 Aug, 2016 at 11:36 AM
How To Enter Time/Expense
1. Select the staff user on the top of the “Add Note” screen. Select date/time and enter hour/min or tenth of hours (in final PDF or LEDES invoices, hour...
Sat, 27 Aug, 2016 at 11:36 AM
Generating Reports
CaseFox offers a rich reporting functionality.  Please login to your account, then click on "Settings/Reports" -> "Run Reports".  Sele...
Sat, 27 Aug, 2016 at 11:36 AM
How To Create Mailing Labels For Clients?
1. Click on "Export Client List" in the shortcuts section of the Dashboard. Save the generated Excel file.   2. Use MS Word to crea...
Sat, 27 Aug, 2016 at 11:36 AM
User Roles
CaseFox supports the following user roles, at present.   1. Administrator: Full access. Initial user (entered during the signup) always remains ...
Thu, 1 Sep, 2016 at 10:44 PM
Staffwise Billable Amount Reporting for Cases (Projects)
If you have multiple staff members (including contract staff) working on a case (project), you can easily find out different billable amounts for each st...
Sat, 27 Aug, 2016 at 11:36 AM
How Do I Setup My Staff's Different Hourly Rates For A Case?
CaseFox allows you to setup your (and your staff's including contract staff) different hourly rates for a case (project). If you do not set different...
Sat, 27 Aug, 2016 at 11:36 AM
Entering Different Types of Time/Expense
1. To enter an hourly billing item, enter the time (either hours/minutes or tenth hours format) in the provided boxes. System will automatically calculat...
Sat, 27 Aug, 2016 at 11:36 AM