Related Articles
What is Conflict Check?
Most likely, this feature is only useful for attorneys and law firms. A conflict check on a potential client is performed to ensure that your duties and obligations to the potential client would not cause a conflict with your other current and/or ...
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 PDF/Word invoices.
Get Paid Faster - Send Payment URLs to Your Clients
CaseFox offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox. Please follow the following steps to enable online payments: 1. Visit ...
Setting Up Client Portals
CaseFox® offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox®. You may configure an online payment surcharge too if your agreement with your client allows ...
How to Make Online Invoice Payment Automatically via Client Portal
CaseFox® offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox®. You may configure an online payment surcharge too if your agreement with your client allows ...