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>
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    • Search Notes

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    • 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 the left side list. On the right side pane, click on "Client Details/Edit" and then click on "Personal ...
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      In addition to timekeeping and invoicing features, CaseFox can also be used for maintaining and managing your vendor data, vendor invoices, and payments. Accounts payable is money owed by you to your vendors. CaseFox keeps track of your account ...
    • How to add your first case in CaseFox

      Step 1: Click on Add Client link (under the Client tab) and fill in the required fields. Note that “Law Firm ID” is a unique identification of your firm in your client’s systems. This field is required if this client requiresLEDES formatinvoices. ...