Using CaseFox
Generating Reports
CaseFox offers a rich reporting functionality. Please login to your account, then click on "Settings/Reports" -> "Run Reports". Select a date range and other filter criterion. A report in MS Excel formatted will be generated.
How To Enter Time/Expense
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 showns as 1.25h). Amount will ...
How To Use The Timer Buttons
Note: this functionality has been replaced by Desktop Timer Time buttons are provided for measuring time (e.g., phone calls, time spent on writing memos, etc.) for time entries. To start the timer, click on "Start Timer" button and to stop the timer, ...
How To Archive A Case (Project)
To close (archive) a case, in the "Cases (Projects)" tab, select the case in the left side panel, click on "Case Details/Edit", click on the Archive button on the right side. The closed case will not appear in the Cases (Projects) list. To Re-open a ...
Fix Fee or Cap Fee or Fix Budget Cases
When you create a new case (project), you may enter maximum amount to be charged for the case. You may also indicate that this amount includes (or does not) expenses/cost. You can also enter this amount by going to "Cases (Projects)" -> "Case ...
How Do I Setup My Staff's Different Hourly Rates For A Case?
CaseFox allows you to setup your (and your staff's including contract staff) different hourly rates for a case (project). If you do not set different hourly rates for a case, your and your staff's global hourly rates are automatically used for ...
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 ...