How To Manage Case/Project Documents

How To Manage Case/Project Documents

Case/project documents can be stored in the cloud (Google Drive, onlinefilefolder.com or any similar service that provides separate URLs for individual documents). Upload your case/project related documents to any online storage service and use the "Attach Document Link" (in "Add Note (Time/Expense)" ) with your time and expense entries in CaseFox. As soon asthe first document is attached, a "Document" tab will automatically appear for the CaseFox case/project. This will allow you to have all your case related document and expense receipts at one place. You may also store these documents in local or shared drives. However, links to local/shared drives will not be accessible from the browser.

    • Related Articles

    • Case Documents Management

      Case Documents Management using Dropbox/Google Drive Case documents can be to individual time/expense entries by clicking on "Attach Document Link" on Add Note screen. In addition, you may also upload (from the Documents tab of a case in CaseFox) ...

    • Saving Case Documents and Case Related Emails

      CaseFox integrates with Dropbox and Google Docs for storing case documents. Documents can be uploaded directly from CaseFox to Dropbox and Google Docs (Google Docs integration has a few exceptions). When in case screen, click on Documents tab and ...

    • Storing and Managing Case Documents Easily Using Your Own Dropbox Account

      CaseFox®seemlessly integrates with DropboxTMto enable smooth and convenient case document management. The documents are uploaded securely in user's own (or firm's ) DropBox account. CaseFox uses DropBox authentication tokens, hence CaseFox will not ...

    • Legal Case Management System Designed for In-House Legal Teams – Seamless Collaboration with Outside Counsel

      Designed for In-House Legal Teams – Seamless Collaboration with Outside Counsel Managing legal work across internal teams and multiple outside counsel law firms shouldn’t be a hassle. With CaseFox and MatterSuite, corporate legal departments gain ...

    • Essential Software and AI Tools Every U.S. Law Practice Needs

      The legal profession is changing at a pace never seen before. With generative AI, automated workflows, and cloud-based legal operations platforms, U.S. law firms are rethinking how they manage their practices, interact with clients, and produce legal ...