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QuickBooks Integration
Export to QuickBooksTM: Client list and Invoices can be exported in QuickBooks IIF format. CaseFox integration with QuickBooks is based on use of QuickBooks proprietary IIF file format. Client list and Invoices can be exported from CaseFox into IIF ...
CaseFox-LawPay Integration Setup
Accepting Invoice and Trust Payments via LawPay Welcome to the CaseFox-LawPay integration setting page. You may accept online payments from your clients via CaseFox client portals. See Client Online Portal for details. You have a choice to process ...
Getting Started with Xero Integration
To setup your CaseFox account to seamlessly transmit invoices and supporting data to your Xero account, please follow these steps: 1. Of course, if you don't have a Xero account or don't know what Xero Accounting Software is, please ...
How To Import Client List
Please visit for details about how to import data into CaseFox. [If your existing system can export the client list, case list (with client references), and time entries (with case references) in tabular form into CSV or Excel formats, we may be able ...
Can I import my client list?
Yes. You can import your client list via a CSV or vCard file. Please see http://www.casefox.com/web/importclients.html for more details or contact us. If you have your client list that is not formatted according to the instructions, you may also send ...