General Information
Free AI-Powered Legal Document Analysis and Drafting
Customer documents/data is not retained or used for training AI AI-Powered Legal Document Analysis and Drafting CaseFox and MatterSuite include AI-powered features that can help legal professionals analyze case documents and create drafts based on ...
RapidCLM : Contract Management, Accelerated for Modern Teams
Contract Lifecycle Management Take Control of Your Contracts with RapidCLM Contracts are at the heart of every business relationship. But managing contracts across emails, spreadsheets, shared folders, and disconnected systems can quickly become ...
RoosterCal: Beyond Simple Calendars: How Intelligent Appointment Automation Transforms Client Workflows
Beyond Simple Calendars: How Intelligent Appointment Automation Transforms Client Workflows Turn meeting scheduling into an automated, revenue-generating engine for professionals, universities, and growing teams. The traditional method of scheduling ...
Why CaseFox and MatterSuite Are More Than Legal Billing: The Universal Time Tracking and Billing Platform for Professional Services
Why CaseFox Is More Than Legal Billing: The Universal Time Tracking and Billing Platform for Professional Services Discover how audit grade billing tools built for law firms empower accountants, consultants, engineers, and service providers. When ...
RoosterCal - Smarter Way to Manage your Appointment Workflow
Welcome to RoosterCal Smarter Scheduling. Better Decisions. Less Back-and-Forth. Welcome to RoosterCal, an intelligent scheduling platform that helps individuals, educators, students, professionals, and businesses coordinate meetings more ...
How to Enable Spell Check in Your Web Browser
How to Enable Spell Check in Your Web Browser Overview If spell check is not working while typing in CaseFox, MatterSuite or other web applications, the issue is usually caused by your web browser's spell-check settings. Modern browsers include ...
Mastering Contract Lifecycle Management: A Practical Guide for Small to Medium Legal Departments and Contract Managers
Mastering Contract Lifecycle Management: A Practical Guide for Small to Medium Legal Departments In small-to-medium-sized businesses (SMBs), legal and contracts teams are often tasked with wearing many hats. Managing high contract volumes with lean ...
Legal Billing Do's and Don'ts: A Practical Guide to Accurate, Transparent, and Timely Billing
Legal Billing Do's and Don'ts: A Practical Guide to Accurate, Transparent, and Timely Billing Overview Legal billing is more than recording billable hours and sending invoices. It is a critical part of client service, financial management, and law ...
Marbury v. Madison Explained and How It Is Interpreted in Modern Supreme Court Cases
Marbury v. Madison Explained and How It Is Interpreted in Modern Supreme Court Cases Introduction Marbury v. Madison (1803) is widely considered the foundation of judicial review in the United States. It is one of the first cases law students study, ...
How to Reduce No-Shows for Appointments
How to Reduce No-Shows for Appointments Few things are more frustrating than preparing for an appointment only to have the client never show up. No-shows waste valuable time, reduce revenue, and leave gaps in your schedule that are difficult to fill. ...
Trust Accounting Mistakes Every Lawyer Should Avoid
Trust Accounting Mistakes Every Lawyer Should Avoid Handling client money is one of the biggest responsibilities a lawyer has. A mistake in a client trust account can lead to delayed payments, unhappy clients, disciplinary action, suspension, or even ...
Legal Billing Codes Explained (UTBMS codes, LEDES eBilling)
Legal Billing Codes Explained If you've ever looked at a legal invoice and seen short codes next to each time entry, you may have wondered what they mean. These are called legal billing codes. They help law firms describe the work they performed in a ...
Eliminate Manual UTBMS Coding with AI-Powered LEDES Billing
AI-Powered LEDES Billing Eliminate Manual UTBMS Coding Dear Valued Customer, If your clients require LEDES invoices, you know that assigning UTBMS Task, Activity, and Expense Codes to every billing entry can be time-consuming, inconsistent, and ...
Personal Injury Case Value Estimator and Analyzer (Free)
Mastering the AI Case Fact Analyzer Technical Guide & Best Practices for Legal Professionals The AI Case Fact Analyzer uses advanced natural intelligence to transform raw legal narratives into structured settlement data. To get the most accurate ...
California Code of Civil Procedure §998: Strategic Use, Cost-Shifting, and Litigation Leverage
Case Value Estimator California Code of Civil Procedure §998 (“CCP §998”) is one of the most powerful and underutilized strategic weapons in California civil litigation. Properly deployed, a §998 offer can dramatically alter settlement posture, shift ...
Smart Tagging in CaseFox and MatterSuite
Smart Tagging in CaseFox Organize, Search, and Report with Ease Why Use Tags? In a busy practice, efficiency is everything. Tags act as flexible keywords that allow you to cross-reference data across CaseFox without the limits of rigid folders. ...
Should You Be Shouting "Objection" All The Time During A Trial
The image of a trial lawyer leaping to their feet, shouting "Objection!" is a staple of courtroom dramas. In Hollywood, objections are a way to punctuate a scene or stop a witness from spilling a secret. But in a real civil trial, the decision to ...
CSV to LEDES 1998B eBilling Format Conversion
LEDES File Reader You don't need to be a CaseFox user to use this service. We can convert the time/expense entries in CSV file into LEDES invoices and we will put ABA Task Activity and Expense codes and send you back valid LEDES files. LEDES & ABA ...
Become an Affiliate
CaseFox is a leading provider of legal billing and case management software trusted by law firms and corporate legal departments worldwide. Our platform streamlines time tracking, invoicing, trust accounting, and matter management—helping legal ...
Lawyers and Law firms! Get paid faster with workflow automation
In your current legal billing software are you able to bulk generate invoices or do you have to create invoice for each matter, one by one? What if you have 500 open cases, will your system work? CaseFox can generate, email, remind, accept online ...
CaseFox Free AI Tools to Prepare for Trial: Opening Statement and Closing Statement Drafting Tool - Free
Draft Opening Statement Draft Closing Statement Trial preparation requires more than legal research—it requires clarity, persuasion, and time. To help attorneys prepare for trial efficiently, CaseFox offers free AI-powered tools for drafting opening ...
How to Add multiple Calendar?
Log in to MatterSuite and go to the Calendar tab. In the left sidebar, click Add Calendar. Enter the calendar name and select the time zone. (Optional) Choose staff members to share the calendar with. Click Save. Refer to the image below.
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 ...
How do I add a new Income entry to the ledger?
Go to Billing → Ledgers. Click Add Income on the top-right. Enter the transaction details (date, description, amount, and related matter if needed). Click Save to record the income.
How Do I Delete a Task
Open the Tasks module. Find the task you wish to delete. Click the Delete (🗑) icon or select Delete Task. Click "Yes" or "Confirm" to permanently delete the task. Refer to the image
Essential Software and AI Tools Every U.S. Law Practice Needs
The legal profession is changing at a pace never seen before. With generative AI, automated workflows, and cloud-based legal operations platforms, U.S. law firms are rethinking how they manage their practices, interact with clients, and produce legal ...
How Lawyers Can Defend and Win a Motion to Compel Further Discovery
Discovery disputes are a common feature of litigation, and motions to compel often become strategic tools rather than genuine attempts to obtain information. Successfully defending against a motion to compel—and ultimately winning—requires a ...
Representing the Motel Owner: A Multi-Jurisdictional Guide to Navigating Employment Litigation
Representing a motel client in an employment lawsuit requires a unique understanding of both the operational realities of the hospitality industry and the complex, often divergent, landscape of state employment law. Motels are characterized by high ...
The Unseen Adversary: A Strategic Guide to Handling and Negotiating Liens in Personal Injury Cases
For the personal injury attorney, securing a favorable settlement or verdict is only half the battle. The other, often more complex and frustrating half, involves dealing with the claims of third-party lien holders. These entities—health insurers, ...
Mastering the Craft: A Comprehensive Guide to Handling Personal Injury Cases for the New Lawyer
The practice of personal injury law is a profound responsibility. It involves guiding individuals through one of the most vulnerable periods of their lives—often dealing with physical pain, emotional trauma, and financial distress—while ...
Beyond the Giants: CaseFox and MatterSuite as Compelling Alternatives to Clio and MyCase
The legal practice management (LPM) software landscape has been dominated for years by well-established names like Clio and MyCase. These platforms are undeniably powerful, offering extensive feature sets and robust brand recognition. However, their ...
Using Tags to Organize Your Data
Tags in CaseFox and MatterSuite allow you to group and organize related items across your entire account—regardless of which client, matter, or module they belong to. Tags act like flexible labels you can apply to anything: tasks, notes, documents, ...
Building a Reputation, Not Just a Client List: A Guide to Effectively Marketing Your Law Practice in the United States
The days of a law practice thriving solely on word-of-mouth and a listing in the Yellow Pages are long gone. In today's competitive legal landscape, effective marketing is not a luxury but a necessity for survival and growth. However, for attorneys, ...
The Gatekeepers and the Battle of the Experts: The Examination of Expert Witnesses in U.S. Civil and Criminal Trials
The modern American trial is often a battle not merely of facts, but of interpretations. In an increasingly complex world, juries and judges frequently rely on specialized knowledge to resolve disputes, from the cause of a medical condition to the ...
The Standardized Ledger: How LEDES 1998B and ABA UTBMS Codes Power Modern Legal eBilling
See also ABA UTBMS Codes The shift from paper invoices to electronic billing, or eBilling, has revolutionized the financial operations of the legal industry. This transition, however, demanded more than just a digital facsimile of a paper bill; it ...
Statute of Limitations in Family Law Practice in California, Texas, Florida, New York
This is not a legal advise. Always check current statutes and case law A comparative table summarizing key statute of limitations (SOL) issues in family-law (support, custody, enforcement) for California, Texas, Florida, New York. (Note: family-law ...
eBilling : LEDES XML Format
LEDES XML Ebilling ver. 2.0 Format Fully Supported by CaseFox In 2006 the LEDES Oversight Committee ratified the LEDES XML Ebilling Ver. 2 format as an update to LEDES 2000. The new format changes how math is calculated on an invoice, includes the ...
eBilling : LEDES 1998B Format
LEDES 1998 was the first standard issued by the cross-industry consortium led by PricewaterhouseCoopers for ebilling. The format documentation is no longer available. The standard was quickly updated and replaced by LEDES 1998B. LEDES 1998B is an ...
Common Motions Filed in California, Texas, Florida and New York State Courts and Timeline
Please verify with state and local rules and procedures 1. California Motion Type Governing Rule / Statute When to File / Serve Additional Notes / Outcome Noticed motion (general) California Code of Civil Procedure § 1005 & California Code of Civil ...
Most Common Types of Motions Filed in State and Federal Courts
A comprehensive overview of the most common types of motions filed in state and federal courts — both civil and criminal — along with the relevant statutes or rules (primarily under the Federal Rules of Civil Procedure (FRCP) and Federal Rules of ...
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