Excluding Archived Cases From Search

• Related Articles

• Viewing Archived Cases

  On the Dashboard, please click on the Cases button in the group of color buttons. This will generate an excel file. One of the columns in the file indicates whether the case is archived or open. Alternatively, click on the Cases (Projects) tab, then ...

• 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 ...

• Searching for Cases or Clients

  Search under the "Cases (Projects)" tab can be used to search for a case by any of the following: Company name Case name Docket number Client Matter ID In order to search a case of a list of cases, simple enter a search string (at least a few letters ...

• Custom Data Fields for Clients/Cases

  Storing Additional Data (custom tags) for a Case or Client using Custom Fields? The "Other Info" tab both under "Clients" and "Cases/Projects" can be used to store additional data fields for clients and cases respectively. For example, if you like to ...

• How To Handle Contingency Cases

  In contingency cases, generallya lawyer agrees to take a percentage of the money received from the other party, if any plus the cost incurred. CaseFox can handle this type of fee agreements. When you setup a case, just treat the case as a normal no ...