Using CaseFox

Searching for Cases or Clients
Search under the "Cases (Projects)" tab can be used to search for a case by any of the following: Company name Case name ...
Sat, 27 Aug, 2016 at 11:36 AM
How to Print Additional Information On Invoices
There are three ways to print additional information on Invoices: 1.  During a manual invoice generation, enter the information to be printed in the Pub...
Sat, 27 Aug, 2016 at 11:36 AM
Custom Data Fields for Clients/Cases
The "Other Info" tab both under "Clients" and "Cases/Projects" can be used to store additional data fields for clients and case...
Sat, 27 Aug, 2016 at 11:36 AM
Invoice Settings / Customization
CaseFox offers various settings to format PDF invoices according to your needs.  Keep in mind, there is no need to regenerate invoices after making changes t...
Sat, 27 Aug, 2016 at 11:36 AM
How To Download All PDF Invoices
To download all PDF invoices created in a particular month, go to your CaseFox Dashboard, scroll down to "Unpaid Invoices" section, locate "Do...
Sat, 27 Aug, 2016 at 11:36 AM
Printing Tax ID/ EIN on Invoices
1. Settings/Tools/Reports -> Edit Firm's Info 2. Scroll down to find the filed for entering text that will be printed under your address block on P...
Mon, 20 Feb, 2017 at 1:17 PM
Storing and Managing Case Documents Easily Using Your Own Dropbox Account
CaseFox® seemlessly integrates with DropboxTM to enable smooth and convenient case document management. The documents are uploaded securely in user&#x...
Sat, 27 Aug, 2016 at 11:36 AM
Activity Group Report (specially useful for Bankruptcy Attorneys)
With each note (time/expense entry), you may enter UTBMS Task and Activity Codes.  Alternatively, you may enter your own custom codes instead of standard UTB...
Sat, 27 Aug, 2016 at 11:36 AM
How To Group Clients
1. Select a desired clients 2. On the right side pane, click on "Other Info" tab. 3. Enter a field "Type" and value "<any use...
Sat, 27 Aug, 2016 at 11:36 AM
Zero Amount Time Entries
If all times entries are showing zero amounts, it is possible that you did not enter hour hourly rates during the registration or during adding staff.  Click...
Sat, 27 Aug, 2016 at 11:36 AM