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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“Add Note” link (which you won’t need to make efforts to find). The screen will change to the above shown view. You can select the staff member and ...
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 ...
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 ...
Vendor Management /Account Payable
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. ...