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CaseFox Support
<p>We understand that you had many other choices before you decided to signup for<a href="http://www.casefox.com">CaseFox</a> (<strong><span>Legal Time and Billing Software</span></strong>). We also understand we are not a monopoly or a oil company ...
Time tracking, invoicing, expense recording and case notes in CaseFox
<p>After selecting the case on the left hand side pane (not shown here), click on“Add Note” link (which you won’t need to make efforts to find). The screen will change to the above shown view. You can select the staff member and ...
PDF Invoices may be created and emailed with one click
<p>After an invoice is generated in<a href="http://www.casefox.com">CaseFox</a>, the invoice is listed in an invoice list. The invoice may then be printed, stored locally or emailed directly to the client. Invoices will have your own logo, if you ...
Case Notes Management
<p><a href="http://www.casefox.com">CaseFox</a> offers integrated time entry and case note management to save time and efforts. Case notes automatically becomes invoice line items. Private notes and document links may also be attached to entered ...
CaseFox Dashboard provides a quick summary of trust fund transactions, unpaid invoices, tasks, billable hours of each user
<p>CaseFox is a<a href="http://www.casefox.com/web/legal-billing-software.html">legal billing</a> and<em>time tracking software</em>. CaseFox also handles document management, case/client management,<em>trust fund</em> management and designed ...
Ethics in Billing
<p>Some attorneys, specially the ones who have no paralegals and/or secretaries, tend to bill every task at their own attorney billable rates. For example,“Going to court for filing the motion 1 hr @ 300/hr.” The rationale being that the ...
Entering Time and Generating Invoices
Thanks for signing up forCaseFox(Legal Time and Billing Software for Lawyers). This post will describe how to enter time and generate invoices. 1. By now, you should have added at least one client, one case associated with the is client and at least ...
How to add your first case in CaseFox
Step 1: Click on Add Client link (under the Client tab) and fill in the required fields. Note that “Law Firm ID” is a unique identification of your firm in your client’s systems. This field is required if this client requiresLEDES formatinvoices. ...
Getting Started With CaseFox
Please visitGetting Startedor watch ashort video. Please feel free to send us a question for further instructions or help. Our response time to customer emails in typically less than an hour.
Perfect Time Tracking and Billing Solution for Virtual Firms
CaseFox Time and Billing Softwareis a perfect time-tracking and time-based billing system for virtual firms that hire independent contractors and/or contract attorneys that are located at different locations. CaseFox is a multi-user system with role ...
Tracking time but creating invoices without the tracked time
<p>CaseFox is flexible to accommodate different invoicing scenarios. Suppose if 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 ...
Recent CaseFox Reviews
http://www.capterra.com/legal-case-management-software/spotlight/121682/CaseFox/CaseFox%20com http://www.killerstartups.com/Web-App-Tools/casefox-com-time-tracking-for-lawyers http://blog.technolawyer.com/2012/04/casefox.html ...
To sync CaseFox tasks to your gMail account:1. Login to...
<img src="http://24.media.tumblr.com/tumblr_m0uchdhLtL1r696f4o1_400.png"/><br/><br/><p>To sync CaseFox tasks to your gMail account:</p><p>1. Login to CaseFox</p><p>2. Click on “Settings” on the upper right corner</p><p>3. Click on “Google ...
CaseFox User Roles Explained
CaseFox User Roles: https://support.casefox.com/support/solutions/articles/17000022676-user-roles Here is a brief guide to getting started with CaseFox: http://www.casefox.com/web/gettingstarted.html Register for free and explore the power and ...
Import Your Client List into CaseFox
CaseFox Timekeeping and Billing Software supports importing clients via a CSV file. You may export your client list from another system and follow the instructions at http://www.casefox.com/web/importclients.html for importing the client list into ...
Generating Invoices For All Clients With One Click
You and your people (including contract staff) can enter time and expenses inCaseFoxas you work on projects/cases. At a month-end (or whenever you so desire), just click one button and all your invoices will be automatically generated. That is less ...
Setting Different Hourly Rates For Different Cases
Click on the “Cases (Projects)” tab at the top of the page. In the left panel, select a desired case. On the right side panel, click on the “Grant Access/Set Rates” tab. On the screen, check the checkbox in front of a staff name. An “Edit” link will ...
Entering Time and Expense in CaseFox
1. To enter an hourly billing item, enter the time (either hours/minutes or tenth hours format) in the provided boxes. The system will automatically calculate the amount based on your hourly rates. (by the way, you can set different hourly rates for ...
How Our Clients See Us
Author: amassenburg4 (posted on StartUpLift.com) Feedback: 1) Visit https://www.casefox.com/ What is your initial impression of what you see? Are you immediately drawn to clicking any of the buttons? Why or why not? I like the colors. Professional ...
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 ...