How To Create Mailing Labels For Clients?
1. Click on "Export Client List" in the shortcuts section of the Dashboard. Save the generated Excel file.
Related Articles
Custom Data Fields for Clients/Cases
Storing Additional Data (custom tags) for a Case or Client using Custom Fields? The "Other Info" tab both under "Clients" and "Cases/Projects" can be used to store additional data fields for clients and cases respectively. For example, if you like to ...
How To Create LEDES Format Invoices. LEDES 1998B and LEDES XML2.0 Formats are supported.
The Legal Electronic Data Exchange Standard is an electronically billing file format. LEDES file format is typically used by law firms for billing, if required by one of their clients. It is abbreviated LEDES and is usually pronounced as "leeds". ...
How To Group Clients
1. Select a desired clients 2. On the right side pane, click on "Other Info" tab. 3. Enter a field "Type" and value "<any user selected value, e.g. Criminal or Divorce or Bankruptcy>". Un-check Encrypt This Field Value . 4. Save. Repeat this for all ...
Secure Communication With Clients
Your clients may use Client Online Portal for viewing their bills and previous payments. Clients may also pay bills online. In addition, you and your clients may communicate securely via Client Online Portal. You may view messages by navigating to ...
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