General Information
How to Disable User/Staff?
1. Log in to CaseFox. 2. Navigate to the "Staff" section. 3. Select the staff member you wish to disable. 4. Click on "Staff Details/Edit" tab. 5. Then, click on "Disable" to deactivate the user. How to Disable User or Staff in CaseFox
How to Export Data from Clio
Objective The main aim of this article is to help you in exporting data from Clio. Note: Achieving the finest data transfer totally depends upon the formatting and structuring of the data. Always ensure that the data is well-formatted, organized, ...
How to Export Data from PCLaw
Objective The main aim of this article is to help you in exporting data from PCLaw. Note: Achieving the finest data transfer totally depends upon the formatting and structuring of the data. Always ensure that the data is well-formatted, organized, ...
Entering Discounts
Method 1: Sometimes clients want to see fees at regular rates and a discount to bring the hourly rates or fix fees to negotiated rates/fixed fees. To generate invoices that comply with these requirements, you can set your billing rates as your normal ...
Using Timer To Enter Time
About The Timer In Add Note Screen CaseFox ® also features a "mini" timer in the Add Note (Time/Expense) screen. The mini timer records a minimum of 6 minutes and thereafter, in 3-minute granularity. The mini-timer includes three buttons. Start Timer ...
Getting Started & Setting up CaseFox
Welcome Thank you for signing up for CaseFox, one of the leading legal billing software. We assure you that CaseFox will be easy to use and beneficial for your law practice. Links are provided throughout the whole program in order to deliver all ...
Document Population / Document Assembly
Please click on Document Assembly tab for a case or matter. On the screen, there are elements to create tags and their values for the selected case. Please enter Tag Name and Value. For example: DOB and 02/15/1980. If a template document includes a ...
GDPR - CaseFox Data Processing Agreement
EU customers can download: CaseFox Data Processing Agreement.
Integration List
Law Pay Xero QuickBooks Online QuickBooks Desktop Google Drive Google Calendar Google Tasks Google Email (sending) Office365 Calendar Office365 Email (sending) OneDrive Box Dropbox PayPal For Accepting Payments
How do I add credit card language to my retainer agreements?
Please read LawPay Article . Sample authorization forms are included in the article. Don't know a LawPay account, Sign Up Here
Sample Pleadings (Free download)
Pleadings may be dated. Shepardize. Use at your own risk See AlsoCalifornia Statute of Limitations Table 1.Motion for Leave to Amend Complaint. Motion for leave to amend the complaint. This is a template that will provide a good starting point. ...
CaseFox Reviews
Please view reviews by some of our customers. CaseFox Review Page Please take a moment to leave us your candid review.
Why Use CaseFox?
CaseFox(Legal Software)provides various advantages over the use of in-house installed law practice management software. First, you don’t need to manage hardware/software and make sure data is properly backed-up. Second, unlike your in-house system, ...
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. ...
Emails from CaseFox
Some emails from CaseFox will show "CaseFox viaamazonses.com" at least to GMail users. This is because we use Amazon Cloud service Amazon SES for routing emails to our users.
Feature Request
If you have a feature in mind that may be useful to many other users, please feel free to email us. We will review the request and if we believe that the feature will add value to many other users, we may include the feature to our development plan.
Why Use CaseFox
CaseFox provides various advantages over the use of in-house installed time and billing software. First, you don't need to manage hardware/software and making sure data is properly backedup. Second, unlike your in-house system, you don't need to ...
About Us
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 ...
Popular Articles
How to create a tag?
Login -> Settings -> Manage -> Tags -> Add Tags 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Manage" from the list. 4. Under Manage, select the "Tags" option. 5. You will be redirected to a new window ...
How To Get Questions Answered
1. If your question is related to your data, please click on "Add Ticket" link to send the question to us. 2. If your question relates to general use and if you believe the answer may be helpful to other users, please click on "Forums" link in the ...
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 ...
Client Intake Form
This feature is only available in the new UI. You may create or customize your own client intake form or contact us form and post the URL on your firm's website to enable visitors to send your queries. Submitted data will be available in your CaseFox ...
Editing Invoice
An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other ...