Tracking Non-Billable Time, MCLE hours, etc.

Tracking Non-Billable Time, MCLE hours, etc.

CaseFox allows you to track not only billable time but also personal and non-billable time.  For clients, when entering time, you may uncheck "Show on Invoice" checkbox and CaseFox will not present that entry for invoicing during invoice generation.  You may later edit the time entry to make the previously marked non-billable time to make it billable.

Moreover, you may also create a new client and enter your own information (so basically you are setting yourself or your firm as a client in CaseFox).  Then, you may create a number of a cases under this new client. For example, one case may be "Educational" and log time against this case to track your ( and other members of firm ) time spent on educational activities.  You may also create another case "MCLE" to track MCLE hours, etc.

 

    • Related Articles

    • Entering Different Types of Time/Expense

      1. To enter an hourly billing item, enter the time (either hours/minutes or tenth hours format) in the provided boxes. System will automatically calculate the amount based on your hourly rates. (by the way, you can set different hourly rates for ...

    • Tracking Time But Creating Invoices Without the Tracked Time

      CaseFox is flexible to accommodate different invoicing scenarios. Suppose you want to track time (and expenses) for your internal use but want to invoice your client a lump sum amount, you can create “non-billable” notes (simply uncheck the ...

    • CaseFox Dashboard provides a quick summary of trust fund transactions, unpaid invoices, tasks, billable hours of each user

      <p>CaseFox is a<a href="http://www.casefox.com/web/legal-billing-software.html">legal billing</a> and<em>time tracking software</em>. CaseFox also handles document management, case/client management,<em>trust fund</em> management and designed ...

    • How to add a new time entry

      Log in to your MatterSuite account. Navigate the Billing module from the navigation menu. Click on Time Entries. Select the Add New Entry button. A pop-up window will open. Enter the required details, including: Click Save to create the new time ...

    • Time/Expense Entry Abbreviations

      CaseFox offers custom abbreviations that can be used to speed up entering time and expense. For example, a user can enter an abbreviation "TCWC = Telephone conversation with client" by going to "Settings/Reports" -> "Abbreviations" and then in a new ...