Using CaseFox
How To Create Mailing Labels For Clients?
1. Click on "Export Client List" in the shortcuts section of the Dashboard. Save the generated Excel file. 2. Use MS Word to create labels using MS Excel spreadsheet (file saved in Step 1) ...
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Note: this functionality has been replaced by Desktop Timer Time buttons are provided for measuring time (e.g., phone calls, time spent on writing memos, etc.)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
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 ...