This feature is only available in the new UI. You may create or customize your own client intake form or contact us form and post the URL on your firm's website to enable visitors to send your queries.
Submitted data will be available in your CaseFox account.
To use this feature, please login to your CaseFox account and customize your intake form under Settings -> Customize Intake Form option. You may then copy the custom URL on to your own website using<a href="[your intake form url]>Contact Us</a>.
Please visit for details about how to import data into CaseFox. [If your existing system can export the client list, case list (with client references), and time entries (with case references) in tabular form into CSV or Excel formats, we may be able ...
How to Reduce No-Shows for Appointments Few things are more frustrating than preparing for an appointment only to have the client never show up. No-shows waste valuable time, reduce revenue, and leave gaps in your schedule that are difficult to fill. ...
CaseFox supports generating invoices in a client's currency if the client's currency is different from your firm's standard currency. This feature is useful for firms that cater to clients in foreign countries and if these clients require invoices in ...
client portal dashboard screen - CaseFox 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 ...
After registering a new account, to enable you quickly test and get used to CaseFox features, we have added "Create Test Client" and "Create Test Case" buttons. If you click on "Create Test Client", CaseFox will create a test client with dummy data. ...