How to configure settings for a particular client? - CaseFox

How to configure settings for a particular client?

Login CaseFox -> Clients -> Select a Client -> Settings

1. Login to CaseFox.
2. In the navigation bar, click on the "Clients" tab.
3. From the list, select the client for whom you want to configure settings.
4. Go to the "Settings" tab to edit the desired setting for the client.

    • Related Articles

    • How to delete a particular client from staff compensation rules?

      Login -> Dashboard -> Settings-> General -> Staff Compensation Rules 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “General”. 4. Go to staff ...

    • How to add default message in invoices of a particular client?

      CaseFox supports placing a default message on invoices of a particular client. 1. For adding a default message to all invoices for a selected client, click on the "Clients" tab. 2. Select the client, then click on "Client Details/Edit" in the ...

    • How to configure LEDES invoice settings?

      Login -> Dashboard -> Settings -> General -> LEDES Validation 1. Login to CaseFox. 2. Select settings present on the nap bar. 3. Then select the "General" option. 4. Click on the subhead "LEDES Validation". 5. A new window will open with various ...

    • How to validate LEDES for a client?

      Login -> Clients -> Select a Client -> 3 Dots -> LEDES Validation 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for which you want to validate LEDES. 4. In the top right corner, click on the three dots ...

    • How to configure settings for cases?

      1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Navigate to the "Bills" sub-tab. 4. Locate the desired invoice. On the right side of the invoice, click the toggle button labeled "Mark as Draft" to mark it as a draft.