Export Time/Expense Entries to Juris Practice Management Software
CaseFox supports exporting time/expense entries to Lexis/Nexis Juris system. Under Settings/Tools/Reports -> Run Report, please scroll down to find the Juris export section. You will need to enter Juris client ID under Client Details/Edit tab and also Client Matter ID under Edit Case tab of a case. Staff initials in CaseFox should also match staff initials setup in Juris.
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How to add a new time entry
Log in to your MatterSuite account. Navigate the Billing module from the navigation menu. Click on Time Entries. Select the Add New Entry button. A pop-up window will open. Enter the required details, including: Click Save to create the new time ...
How To Export Time/Expense Entries
Time/expense entries (including private notes) can be exported in many ways: 1. Above the note listings, you will see the Excel and PDF icons to export the displayed note (time/expense) listing. 2. Same as above for trust fund transactions. Click on ...
Juris Integration - CaseFox Legal Software
Exporting Time Entries From CaseFox and Importing in Juris Accounting System CaseFox users can export time entries into Juris compliant CSV file in just a few clicks. Just select the month and year and CaseFox will generate a Juris compliant CSV file ...
Entering Different Types of Time/Expense
1. To enter an hourly billing item, enter the time (either hours/minutes or tenth hours format) in the provided boxes. System will automatically calculate the amount based on your hourly rates. (by the way, you can set different hourly rates for ...