Step 1:

Click on Add Client link (under the Client tab) and fill in the required fields. Note that “Law Firm ID” is a unique identification of your firm in your client’s systems. This field is required if this client requiresLEDES formatinvoices. Save. The client should now be listed on the left-hand sidebar.

Step 2:

Now click on the “Add Case” link on the right-hand side tabbed area. Fill in the required information. If you have not created a staff user (when you signed up, you created the firm’s admin user), please click on Add Staff in Add Case screen and enter the required information. Save. The case should now be listed under the Cases tab. You should also have the staff listed under the Staff tab.

Step 3:

You are all set to start recording time, expenses, notes, etc. and generate invoices for the just-created client/case. To add time, expense, or note, click on Add Note link. You have the option to enter private notes in every note. The private notes are for your eyes only. These notes will not be printed on invoices. On the contrary, the text entered in the “Note” box will automatically be used as a line item text in an invoice (if the note is marked billable). Non-billable notes will not be added to invoices. Other stuff on the Add Note screen should be straightforward.

OTHER STUFF

You may click on “Settings” in the upper right-hand corner and upload your firm’s logo. The logo will be added to your invoices. Invoices can be emailed directly to clients from CaseFox.com (Clients will see emails coming from your firm). You may also download PDF invoices and email them yourself if you like. After you create an invoice, the invoice will be listed under the invoice tab. If you click on the invoice tab from the Client tab, all invoices for the selected clients will be displayed. Alternatively, you may go to the Invoice tab from the Case tab to view invoices for the selected case only. You may also record payments against invoices (multiple payments ok).