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BULK PAY INVOICES FROM TRUST
In addition to usual "pay one invoice at a time from trust funds" feature, a one click bulk pay invoices from trust funds is provided. Click on the Invoices button on the Dashboard, then select "Pay All Unpaid Invoices from Client Trust Funds" ...
Create Reports Using Raw Data
There are many types of prefabricated reports available to download in your CaseFox account. However, you may also create reports within minutes using Excel Pivot Table feature. This video can provide starting instructions Creating Reports
CaseFox iOS/iPhone Application
CaseFox iOS applicationis available inApple Store. Please note that the mobile app offers basic routine use features. The full feature set is available atwww.casefox.com. The same userid/password combination works both in the mobile device and the ...
Client Intake Form
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 ...
Generating Invoices For All Clients With One Click
You and your people (including contract staff) can enter time and expenses inCaseFoxas you work on projects/cases. At a month-end (or whenever you so desire), just click one button and all your invoices will be automatically generated. That is less ...