General Information
Information about our company
API
CaseFox Webservice API
Calendaring and iCal Sync
This category contains articles and resources to help you manage your scheduling, appointments, tasks, and events in CaseFox. Calendaring Rules, Email Reminder, Sync Calendars, etc.
CaseFox Mobile Application
Client Intake Form
CaseFox has a vital feature of a customizable client intake form through which can you can collect information from your securely. You can embed or add a client intake button from where visitors can directly submit the information from your website.
Client Portal - Online Invoice Payments
Your clients can pay invoices online, using check or credit cards. Payments are recorded automatically.
Configuring SMTP Server
Learn about configuring the SMTP server in CaseFox
Conflict Check
Desktop Timer
Exporting From CaseFox
Fee Split Rules and Reports
Getting Started with CaseFox
How to start using CaseFox
I Can't Find Answer To My Question
If you can't find answer to your question, then their are other ways you can use to get the answer check out now.
Importing Client List, Case List and Time Entries
Importing data from other systems
Income Expense Ledger
Integrations With Other Systems
Xero, Dropbox, Google, Quickbooks
Invoices
Help topics about Invoices
LawPay Integration
Accepting payments via LawPay through CaseFox
Login Into CaseFox
Login Issues
Products
Information about our products
Quickbook Integration
Integration with Quickbooks Desktop and Online versions
Random Questions
General questions asked by users in the past
Registering a new account
This section contains articles to help you in registering a new account, information required for registration, upgrading plan, export, import client list, how to use CaseFox, etc.
RSS Feed
Subscription Plans
Text Messaging Integration
Troubleshoot
Trust Accounting
Find the solution related to Trust Accounting queries like how to handle multiple trust accounts, account starting balance, trust balance on invoices, accounting advanced payment, etc.
Using CaseFox
Access support resource step-by-step articles for using CaseFox.
Xero Integration
Seamlessly Copy invoices to Xero Accounting Software