Hassle-free Time keeping and Invoicing

1. When entering expenses, make sure to also check [ ]Billable checkbox if you intend the entered expense to be included in an invoice. If you don’t chec...

You and your people (including contract staff) can enter time and expenses in CaseFox as you work on projects/cases.  At a month-end (or whenever you so ...

CaseFox is flexible to accommodate different invoicing scenarios.  Suppose if you want to track time (and expenses) for your internal use but want to inv...

Time/expense entries (including private notes) can be exported in many ways: 1.  Above the note listings, you will see the Excel and PDF icons to export...

During Time or Expense entries, appropriate UTBMS codes may be selected from drop-down boxes.  Alternatively, custom UTBMS codes (or any other codes) may be...

Ideally, you should set staffs' hourly rates for a case prior to start entering time for the case.  If no case specific hourly rates are set for a parti...

It is important to track your time and expenses even if you are not being paid by the client by an hour (e.g., in contingent free agreement cases).  A proper...

Case/project documents can be stored in the cloud (Google Drive, onlinefilefolder.com or any similar service that provides separate URLs for individual docum...

During the lifespan of a case, various types of deadlines including various types of motions, filings, discovery requests and responses need to be tracke...

In contingency cases, generally a lawyer agrees to take a percentage of the money received from the other party, if any plus the cost incurred.   CaseFo...