Integrations With Other Systems
Export Time/Expense Entries to Juris Practice Management Software
CaseFox supports exporting time/expense entries to Lexis/Nexis Juris system. Under Settings/Tools/Reports -> Run Report, please scroll down to find the Juris export section. You will need to enter Juris client ID under Client Details/Edit tab and ...
LawPay
You may accept online payments from your clients via CaseFox client portals. See Client Online Portal for details. You have a choice to process payments through PayPal or LawPay. Only LawPay can be used for accepting payments into clients' trust ...
Box
CaseFox integrates with Box for storing your case, expense and vendor documents. Under the Documents tab, simply click on Box button to setup the link and upload documents.
Office365/Hotmail/Outlook.com/Microsoft Exchange Online
CaseFox can automatically create/update/delete events in your Office 365/Outlook calendar when create/update/delete event operations are performed in CaseFox. To link your Office365 account, after login to your CaseFox account, please click on the ...
Xero Accounting
CaseFox provides best in the class time tracking features and Xero is the leader in small business accounting. Now track your time in CaseFox and generate invoices for all clients with just one click. Then transparently copy the invoices to your Xero ...
Dropbox
CaseFox offers integration with Dropbox to seamlessly store your case documents in your own Dropbox account.
Google
CaseFox offers tight integration with various Google services. You may login to CaseFox using your Google credentials. Tasks created in CaseFox are seamlessly copied to your Google Tasks. Calendar entries /events created in CaseFox are seamlessly ...
QuickBooks
CaseFox provides offline integration with Quickbooks in that you can export invoices in IIF format from CaseFox and import these IIF files into your Quickbooks desktop. For Quickbooks Online version, CaseFox offers seamless integration to copy ...
Popular Articles
User Roles
CaseFox supports the following user roles, at present. 1. Administrator: Full access. Initial user (entered during the signup) always remains an administrator (but can be changed). Other users may be created and assigned "administrator" role. 2. ...
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, ...
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 ...
How To Use Desktop Timer
CaseFox offers HTML based desktop timer. This timer window can be launched from the dashboard after login into your account. Please visit the article Using Timer To Enter Time for more information.
Tracking Time But Creating Invoices Without the Tracked Time
CaseFox is flexible to accommodate different invoicing scenarios. Suppose you want to track time (and expenses) for your internal use but want to invoice your client a lump sum amount, you can create “non-billable” notes (simply uncheck the ...