Using CaseFox

Tips For Entering Time/Expense
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...
Sat, 27 Aug, 2016 at 11:36 AM
Generating Invoices For All Clients With One Click
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 ...
Sat, 27 Aug, 2016 at 11:36 AM
Tracking time but creating invoices without the tracked time
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...
Sat, 27 Aug, 2016 at 11:36 AM
How To Export Time/Expense Entries
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...
Sat, 27 Aug, 2016 at 11:36 AM
Custom UTBMS or Similar Activity/Task Codes
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...
Fri, 9 Sep, 2016 at 11:00 PM
Changing Old Time Entries After Changing Staff Hourly Rate For A Case
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...
Sat, 27 Aug, 2016 at 11:36 AM
Contingency Fee Arrangement
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...
Sat, 27 Aug, 2016 at 11:36 AM
How To Manage Case/Project Documents
Case/project documents can be stored in the cloud (Google Drive, onlinefilefolder.com or any similar service that provides separate URLs for individual docum...
Sat, 27 Aug, 2016 at 11:36 AM
Docketing/ Calendaring/Discovery Tracking
During the lifespan of a case, various types of deadlines including various types of motions, filings, discovery requests and responses need to be tracke...
Sat, 27 Aug, 2016 at 11:36 AM
How To Handle Contingency Cases
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...
Sat, 27 Aug, 2016 at 11:36 AM