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.
Related Articles
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 ...
AI based Legal Case Management Software for law firms and in-house legal teams
MatterSuite – your ultimate solution for streamlined legal case management! Designed for law firms and legal professionals, MatterSuite offers powerful tools to organize cases, track deadlines, manage documents, and enhance client communication—all ...
Time/Expense Entry Abbreviations
CaseFox offers custom abbreviations that can be used to speed up entering time and expense. For example, a user can enter an abbreviation "TCWC = Telephone conversation with client" by going to "Settings/Reports" -> "Abbreviations" and then in a new ...
Import into CaseFox Client List Case List and Time Entries From Other Software
Please click for more information: Importing Data Client List Login to your CaseFox account, Click onSettings/Tools/Reports - Import Clients/Contactsfor importing your client list into CaseFox. Case List Login to your CaseFox account, Click on ...
Exporting to Juris
Time entries can be exported to Juris using CSV file. Under Setting/Tools/Reports, please click on Run Reports link and then scroll down on the right side pane.