How to add a new client

How to add a new client

After login, on the Dashboard, in the left-hand button bar,  click on "Add->Client" button.  Enter client's information.  The newly created client will appear in the list when you click on the Clients tab.  


Alternatively,  under Clients tab,  click on Add Client link.

    • Related Articles

    • Automatic Import of Expenses From Client Invoicing Data

      1. Expense entries from client invoicing data (entered through "Add Note (Time/Expense)" option) are automatically imported into Income Expense Ledger. 2. If an imported expense entry is deleted in the ledger, the entry is NOT deleted from the client ...
    • Invoice In Client's Currency

      CaseFox supports generating invoices in a client's currency if the client's currency is different from your firm's standard currency. This feature is useful for firms that cater to clients in foreign countries and if these clients require invoices in ...
    • Setting Up Client Portals

      CaseFox® offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox®. You may configure an online payment surcharge too if your agreement with your client allows ...
    • 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 ...
    • Test Client and Test Case

      After registering a new account, to enable you quickly test and get used to CaseFox features, we have added "Create Test Client" and "Create Test Case" buttons. If you click on "Create Test Client", CaseFox will create a test client with dummy data. ...