General Information
Billing Software for Private Investigators
You excel at uncovering the truth. But between tracking time on surveillance, detailing expenses for miles driven, and creating airtight reports for your attorney clients, the administrative work can feel like a second, unpaid job. What if you could ...
Getting Started - CaseFox
Welcome Thank you for signing up to use CaseFox®, a leading legal billing software. We are confident that you will find CaseFox easy to use and helpful for your practice. Here are a few tips to get started. Please also visit CaseFox Knowledge Base. ...
How to Add a New Matter Using the Chatbot?
Go to your MatterSuite Dashboard. Click on the Chatbot icon. Type or select “Add a New Matter.” Fill in the required details (like client name, case type, and description). Click Save — and your new matter will be created. Refer guidance to image ...
Stop Paying for AI. Start Winning with It
The "AI Tax" is real. We've abolished it. Many AI-first companies charge an AI-only monthly fee that can be higher than a full MatterSuite subscription. With MatterSuite you get the whole platform — case management, billing, client portal, deadlines, ...
Setting Up Split Billing in CaseFox
To set up split billing for a case in CaseFox, follow these steps: 1. Go to the Cases module. 2. Open the desired case by clicking on its name. 3. Navigate to Settings → Payers. 4. Add the payers and assign their respective percentage rates. Note: ...
Unlock the Full Potential of Legal AI Drafting: A Quick Guide to Better Prompts
Craft Powerful AI Prompts (Queries) for Superior Legal Document Drafting AI Document Drafting Please enter the subject of the document you want to generate. For example: "Draft a cover letter for [purpose]," "Prepare a court complaint with facts, ...
CaseFox and MatterSuite Now Offer Multilingual User Interface for Law Firms in the Middle East and UAE (Dubai)
## **تمكين المحامين في الشرق الأوسط مع CaseFox وMatterSuite** يشهد قطاع الخدمات القانونية في الشرق الأوسط تطوراً سريعاً، مع تزايد الطلب على الكفاءة، الشفافية، والتحول الرقمي الآمن. مكاتب المحاماة، المحامون المستقلون، والإدارات القانونية في الشركات ...
Legal Billing Software With User Interface and Invoices In Your Own Selected Language
In today’s global legal landscape, law firms and legal departments are increasingly working across borders, jurisdictions, and cultures. At CaseFox, we recognize that language should never be a barrier to efficiency or professionalism. That’s why our ...
Legal Case Management System Designed for In-House Legal Teams – Seamless Collaboration with Outside Counsel
Designed for In-House Legal Teams – Seamless Collaboration with Outside Counsel Managing legal work across internal teams and multiple outside counsel law firms shouldn’t be a hassle. With CaseFox and MatterSuite, corporate legal departments gain ...
Smart Legal Billing Software With AI features for Firms That Use Multiple Payer Billing
Smart Legal Billing for Firms with Multiple Payers Flexible Split Billing with Amount or Time-Based Options Law firms working with multiple funding sources or payers often struggle with traditional billing systems that can’t accommodate complex ...
Legal Billing and Case Management Software With French Interface
Logiciel de facturation juridique et de gestion des dossiers avec interface en français Vous recherchez un logiciel fiable pour la gestion des dossiers juridiques et la facturation, disponible en français ? Découvrez CaseFox et MatterSuite – deux ...
Legal Billing and Case Management Software With German Interface
Software für juristische Abrechnung und Kanzleiverwaltung mit deutscher Benutzeroberfläche Suchen Sie eine zuverlässige Software zur Verwaltung von Fällen und zur rechtlichen Abrechnung – und das auf Deutsch? Wir präsentieren CaseFox und MatterSuite ...
Legal Billing and Case Management Software With Spanish Interface
Software de Facturación Legal y Gestión de Casos con Interfaz en Español ¿Buscas un software confiable para la gestión de casos legales y facturación que esté disponible en español? Te presentamos CaseFox y MatterSuite – dos plataformas líderes en ...
Legal Billing and Case Management Software With Arabic Interface
رنامج الفوترة القانونية وإدارة القضايا مع واجهة عربية هل تبحث عن برنامج موثوق لإدارة القضايا والفوترة القانونية يدعم اللغة العربية؟ نقدّم لكم CaseFox و MatterSuite – منصّتان رائدتان في مجال البرمجيات القانونية، توفران واجهة مستخدم كاملة باللغة ...
Facel Facturacion Electronica Integration
CaseFox: Integración con el software Facel CaseFox ofrece integración con el software de facturación Facel, facilitando una experiencia fluida y eficiente para los profesionales jurídicos que utilizan ambas plataformas. Además, CaseFox es una ...
Investors
Thank you for your interest in CaseFox and MatterSuite. We frequently receive inquiries from investors seeking to provide financing or funding. While we sincerely appreciate this interest, we are currently not seeking any external financing or ...
Law Firm Website Design & Development Services - CaseFox
At CaseFox, we specialize in building modern, professional websites tailored specifically for law firms and solo attorneys. Your website is often the first impression clients have of your firm, we make sure it’s powerful, polished, and designed to ...
Enable QUIC/HTTP3 in Browsers
QUIC/HTTP3 is a modern transport protocol that enhances how data is exchanged between browsers and web servers. Currently, approximately 35% of websites support HTTP/3, with adoption projected to rise to nearly 90% in the coming years. This protocol ...
AI Based Legal Matter Management Software for Big Law Firms and In-house Legal Teams
MatterSuite – your ultimate solution for streamlined legal matter management! Designed for enterprises/corporate law departments, in-house legal teams, big law firms and general counsels, MatterSuite offers powerful tools to organize cases, track ...
Switch to CaseFox and Bring Your Data: The Smarter, Simpler, and More Affordable Alternative to Sage® Timeslips!
Are you tired of overpaying for legal billing software that’s complicated and time-consuming? It’s time to make the switch to CaseFox—the ultimate solution for time tracking, invoicing, and case management. Why Choose CaseFox? ✅ Seamless Data ...
How to create a tag?
Login -> Dashboard -> Settings -> Manage -> Tags -> Add Tags 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to manage. 4. Under manage, you will find tags. 5. Go ...
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 Also California Statute of Limitations Table Using CaseFox AI, you may create any type of pleading or other documents. Please review Unlock the Full Potential of Legal AI Drafting: A Quick ...
CaseFox Reviews
Please view reviews by some of our customers. CaseFox Review Page Please take a moment to leave us your candid review.
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 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, ...
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 ...