Case Notes Management

Case Notes Management

<p><a href="http://www.casefox.com">CaseFox</a> offers integrated time entry and case note management to save time and efforts.  Case notes automatically becomes invoice line items.  Private notes and document links may also be attached to entered notes.  Private notes are not displayed on invoices.  Document links are automatically added to the Documents tab of the case for which the note was entered. No more switching screen and struggling to find how to do different things without getting lost.  Notes may be sorted by date and user.  Notes (including time, financial information in notes) can be exported to Excel and PDF documents.</p><p>CaseFox offers unified note/time management.  Notes automatically flow to invoicing module.  Hence creating invoices entail simply clicking a few options rather than making billable amount entries again.  Expenses are also handled the same way.  No need to struggle to find billable expenses for invoicing.  This feature is important for legal case management and painless law firm billing and invoicing.</p>
    • Related Articles

    • Legal Case Management System Designed for In-House Legal Teams – Seamless Collaboration with Outside Counsel

      Designed for In-House Legal Teams – Seamless Collaboration with Outside Counsel Managing legal work across internal teams and multiple outside counsel law firms shouldn’t be a hassle. With CaseFox and MatterSuite, corporate legal departments gain ...
    • Essential Software and AI Tools Every U.S. Law Practice Needs

      The legal profession is changing at a pace never seen before. With generative AI, automated workflows, and cloud-based legal operations platforms, U.S. law firms are rethinking how they manage their practices, interact with clients, and produce legal ...
    • Time tracking, invoicing, expense recording and case notes in CaseFox

      <p>After selecting the case on the left hand side pane (not shown here), click on&#8220;Add Note&#8221; link (which you won&#8217;t need to make efforts to find). The screen will change to the above shown view. You can select the staff member and ...
    • Case Documents Management

      Case Documents Management using Dropbox/Google Drive Case documents can be to individual time/expense entries by clicking on "Attach Document Link" on Add Note screen. In addition, you may also upload (from the Documents tab of a case in CaseFox) ...
    • 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 down to the bottom and enter the search term in Search String field. Users with role type ...