Products
Easy Data Migrations to CaseFox From Timeslips
Slide Into The World of CaseFox: Data Migration With swiftly modernizing data storage techniques, it gets crucial to migrate to better resources. We understand our clients’ requirements when it comes to data migration. To ease data migration to ...
How to Import Data into CaseFox
Objective The main aim of this article is to help you in importing data into CaseFox. Want to explore, Try CaseFox for free Questions can be directed to service@casefox.com Overview Clients/Contacts List Go to Settings. Select Import Clients/Contacts ...
Account Receivable Report
On the Dashboard, on the left hand side button bar, please click on Account Receivable button to download the account receivable (AR) report. To get the AR report till a particular date, please right button click on Account Receivable button and ...
LEDES XML2.0 E-Billing Settings
CaseFox is configured to generate invoices in various formats such as PDF, Word, LEDES 1998B, LEDES XML 2.0. While some of your clients may require ebilling in LEDES 1998B format some others, especially when a jurisdiction imposes tax on services, ...
Write Off/Revert Invoices
A partially paid or fully unpaid invoice may be written off by selecting "Write Off" option for the invoice. The invoice may be returned back to its previous state by clicking on "Revert" link for the invoice. The fully paid or written off invoices ...
Real Time Summary of My Billing
A staff member can view his/her billing summaries anytime by clicking on the "Billing Summaries" button on the dashboard. The summaries include hours/amount billed today, this week, last week, this month, last month, this year and last year. Admin ...
Staff Billing Summaries - Real Time
In addition to detailed reporting based on various filters, staff members and administrator may obtain a quick summary of billing in real time, just by clicking one button on the dashboard. A non-admin staff member can obtain his/her own billing ...
Automatic Calendar Sync with Your Google Calendar
To enable CaseFox to automatically create calendar entries in your Google Calendar: 1. log in to your CaseFox account. Go to "Settings/Tools/Reports" -> "Google Settings". 2. Use the button to link to your Google Contacts and Calendar. The screen ...
How To Archive and Re-open a Client
See Also Archive A Case To archive, a client, in the "Clients" tab, select the client in the left side panel, click on "Client Details/Edit", Check the "Close/Archive" checkbox, and Save. The archived client will not appear in the left side client ...
Invoice Overdue Reminders
Invoice Overdue Reminders CaseFox automatically creates invoice overdue reminders in PDF format for all invoices. This PDF can then either be emailed or printed and mailed to the client. To download invoice overdue reminder letter, click on "OverDue" ...
Time/Expense Entry Abbreviations
CaseFox offers custom abbreviations that can be used to speed up entering time and expense. For example, a user can enter an abbreviation "TCWC = Telephone conversation with client" by going to "Settings/Reports" -> "Abbreviations" and then in a new ...
Staffwise Billable Amount Reporting for Cases
See Also Compensation Rules/Fee Split If you have multiple staff members (including contract staff) working on a case (project), you can easily find out different billable amounts for each staff member. This data can be useful if your staff members ...
How to Store Additional Information About a Case?
Storing Additional Information About a Case? In addition to storing Client and/or Case-related additional fields, You may save additional information about a case, including case documents using the following steps: Tip CaseFox seamlessly integrates ...
How To Enter Time and Expense In CaseFox Legal Billing System
1. Select the staff user on the top of the “Add Note” screen. Select date/time and enter hour/min or tenth of hours (in final PDF or LEDES invoices, hour/min will be converted into fractional hours (e.g., 1h 15m will be shown as 1.25h). PLEASE BE ...
How to Import Data from other Legal Products
Importing data from other systems: (such as Clio, MyCase, TimeSlips, Bill4Time, TimeMatters, TSheets, Rocket Matter - all trade names of respective owners) into CaseFox® CaseFox can import some of the data automatically when data exported from Clio ...
How to Make Online Invoice Payment Automatically via Client Portal
CaseFox® offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox®. You may configure an online payment surcharge too if your agreement with your client allows ...
Excluding Archived Cases From Search
Under Cases (Projects) tab, next to the search box, the checkbox can be checked to exclude archived chases from the search results.
Create Reports Using Raw Data
There are many types of prefabricated reports available to download in your CaseFox account. However, you may also create reports within minutes using Excel Pivot Table feature. This video can provide starting instructions Creating Reports
Different Attention To on invoices
By default, on invoices, in client address block, client's first and last name are used as "Attn:". If a different attention to is needed for different cases for the same client, please click on the Cases tab, select the case and then click on "Other ...
Microsoft OneDrive and Office365 Integration
CaseFox integrates with OneDrive, Dropbox, Box and GoogleDrive. CaseFox also provides its own cloud storage for case documents. To sync to Microsoft OneDrive and Office365 Calendar, please link your Microsoft account under CaseFox Settings. Documents ...
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What We Do
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 ...