By default, all emails sent from your account to your clients and staff are sent from service@casefox.com. If you link your Google or Office365 account, these emails are sent from your own Google or Office 365 account. Alternatively, underInvoice/General Settings,you may also setup your own SMTP server. Once successfully setup, invoices and emails from your account to your clients and staff will be sent through your SMTP server.
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Remaining budget report
CaseFox allows configuring cases to have maximum fee/total charges (or budget). For such cases, they system ensures that total billing does not exceed the budget or max charges. The budget or max charges may be changed at any time. Under Run Reports ...
Tax On Invoices - Multiple Taxes
In some jurisdictions, one or more taxes such as Central GST + Local GST + potentially other services taxes may be imposed. CaseFox allow configuring multiple groups of these taxes and associating the tax groups to different clients. Scenarios: 1. If ...
Accepting Invoice and Trust Payments via LawPay
Welcome to the CaseFox-LawPay integration setting page. You may accept online payments from your clients via CaseFox client portals. See Client Online Portal for details. You have a choice to process payments through LawPay. Only LawPay can be used ...
Fully Automated Billing - Recurring Billing
SETUP AND FORGET AUTOMATED BILLING: CaseFox offers fully automated billing for fixed price items that are billed at selected recurrences. Setup once and CaseFox will complete the circle by automatically generating invoices for these items at selected ...
What We Do
CaseFox, Inc. is a Silicon Valley, California-based firm that provides cloud-based time and billing software solutions for attorneys, accountants, freelancers, and other professionals to manage time tracking and billing/invoicing aspects of their ...