Using CaseFox

Invoice In Client's Currency
CaseFox supports generating invoices in client's currency, if client's currency is different from your firm's standard currency. This feature ...
Sat, 27 Aug, 2016 at 11:36 AM
Monthly Retainer Billing
This feature is useful when you have a client that pays you a fixed retainer every month and in exchange, you provide a preset number of hours of service at...
Wed, 2 Oct, 2019 at 9:58 AM
Different Payer or Split A Bill/Invoice For Multiple Payers
A case/matter (or project) may be configured to have multiple payers or a payer different from the matter's client.  To setup different payers, click o...
Fri, 26 May, 2017 at 12:08 PM
Invoice OverDue Remainer Letters and List of Unpaid Invoice (including Account Receivable) For a Client
A list of unpaid invoices including account receivable for a selected client may be exported to Excel by going to Dashboard, scrolling down to the list of in...
Sat, 27 Aug, 2016 at 11:37 AM
Litigation Advisor / GreatAmerica Format Invoices
In addition to generating invoices in PDF, Word, LEDES 1998B, ESIS Advocator and Juris formats, CaseFox also generates invoices in Litigation Advisor /GreatA...
Sat, 27 Aug, 2016 at 11:37 AM
Personal Notes for Client or Case
You may enter personal notes about a client or a case.  For entering personal notes about a client, click on "Clients" tab, select the client in th...
Sat, 27 Aug, 2016 at 11:37 AM
Generating Statement of Account
In addition to many different types of reports and exports, a statement of account for a client may be exported into an Excel sheet or PDF by clicking on &q...
Tue, 20 Jun, 2017 at 9:29 PM
Tasks and Events Not Syncing with Google?
Visit Settings/Tools/Reports. Scroll down the page and find "Google Settings" on the left side bar.  On the right side, link your account to Google...
Sat, 27 Aug, 2016 at 11:37 AM
Tasks
CaseFox can help you manage your firm's tasks.  Tasks are maintained separate from calendaring events.  If your account is linked to your Google account...
Sat, 27 Aug, 2016 at 11:37 AM
Search Notes
Notes and Private Notes can be searched to display cases in which the search words are found.  To search in Notes or Private Notes, go to Dashboard, scroll d...
Sat, 27 Aug, 2016 at 11:37 AM