How to add a new client? (From Clients Module)

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• How to add a new client message?

  Login CaseFox -> Clients -> Select client -> Messages -> Add Client Message 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to add a message. 4. Go to the "Message" tab. On the right, ...

• How to add cases under clients?

  Login -> Dashboard -> Clients -> Client -> Add Case -> Fill in Details -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar and a new window will open. 4. A list of ...

• How to add a new client in an intake form?

  You can easily add a new client to an intake form by following the few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Leads" tab. 3. Locate the desired client intake form, and click the "+" ...

• How to add a Client?

  Adding Client: 1. Log in to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Then in client, click “Add Client” in the top right corner. 3. Fill in all the details and save.

• How to add trust funds under clients?

  1. Log in to CaseFox. 2. In the navigation bar, click on the "Clients" tab. 3. Select the client to whom you want to add trust funds. 4. Navigate to the "Trust Transactions" tab. 5. On the right side, click on the "Add Funds" button. 6. Fill in the ...