How to use other apps with CaseFox?

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• How to upload and use a document template for a case?

  1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to upload & use a document template. 4. Navigate to the "Document Assembly" tab. 5. Towards the top right you will find a section to drop ...

• How to use Invoice Templates?

  Two templates are provided for PDF invoices. Default templates are configurable via Invoice Settings and provide greater details. A simplistic invoice template is also provided. 1. To use the simplistic template, click on Settings -> Invoices -> ...

• How to add a currency conversion rate?

  Login -> Dashboard -> Settings-> Invoice -> Currency Conversion Rates -> Customise -> Save 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 "Invoice". 4. ...

• How to Configure Your CaseFox and LawPay Accounts for Automatic Payments?

  Settings in LawPay: 1. Log in to your LawPay account at www.lawpay.com 2. Click on the button in the upper right corner. This button should have your name on it. 3. Select "Settings". 4. On the right side, click on "Developers". 5. Click on ...

• Web Development Process of CaseFox

  Losing business to your competitor? Not anymore. Get your comprehensive website from CaseFox within 2-3 weeks and capture the digital space. CaseFox offers a simple three-step process for law firm website building. Step 1: Consultation & Vision ...