What can be exported from CaseFox
CaseFox supports exports of data in Excel, CVS and PDF formats. Entered time entries, trust account entries and invoices can be exported in Excel and PDF formats.
CaseFox can also export your time entries (in CVS format compliant with Juris(TM)) for importinginto Juris Accounting System. Click on Settings/Tools/Reports -> Run Reports/Export.
Export to QuickBooksTM: Client list and Invoices can be exported in QuickBooks IIF format and seamlessly to Quickbooks Online version. Visit Settings/Tools/Reports -> Export to QuickBooks.
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Exported Calendaring Items to Outlook or Other Calendars
In addition to task management that offers creating single or recurring tasks and automatically syncing with your Googel Task, CaseFox also offers docketing/calendaring feature to track case related tasks (such as discovery responses, court dates, ...
Data Export from CaseFox
Data Export and Reporting You can export your client and case list in Excel format (link on the Dashboard). You can also export your time and expense entry data. On note display screens, you will see PDF and Excel icons to download time/expense data. ...
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 ...
CaseFox Reviews
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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 ...