Maintaining Firm's Operating Accounts
Trust fund account management functionality may also be used to maintain firm's operating accounts. For easy identification, name the account as "Operating Account #1".... When you add or withdraw funds, choose "[Self-Attorney/Firm]" in the client dropdown box.
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Single or Multiple Trust Accounts
CaseFox can handle multiple trust accounts. Hence, if you have multiple trust accounts with your bank(s), you can replicate those accounts in CaseFox and then "Add" or "Withdraw" funds. Alternatively, you may also create just one trust account in ...
Vendor Management /Account Payable
In addition to timekeeping and invoicing features, CaseFox can also be used for maintaining and managing your vendor data, vendor invoices, and payments. Accounts payable is money owed by you to your vendors. CaseFox keeps track of your account ...
What We Do
CaseFox, Inc. is a Silicon Valley, California-based firm that provides cloud-based time and billing software solutions for attorneys, accountants, freelancers, and other professionals to manage time tracking and billing/invoicing aspects of their ...
Check Printing
CaseFox offers a simple check printing mechanism from the withdrawal entries in trust/operating accounts. To print checks, simply click on the printer icon in the withdrawal entries. You will need to perform a one time setup to align your check ...
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 payments through LawPay. Only LawPay can be used ...