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
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 ...