Cases
How to Recording Invoice Payments in Multiple Payer Cases?
Q: I’m representing two clients in the same case, and they will each pay 50% of the invoice. Is there a way to set up a case to be shared between two clients? Steps: 1. Log in to CaseFox. 2. Navigate to the "Cases section". 3. Select the "Case". 4. ...
How to add a Case?
Adding Case: 1. To add a new Case through dashboard, go to left side bar and click on case. 2. Then in cases, on top right corner click on add case. 3. Fill in all the details and save.
How to upload and use a document template for a case?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to upload & use a document template. 4. Navigate to the "Document Assembly" tab. 5. Towards the top right you will find a section to drop ...
How to mark an invoice as a draft?
Login CaseFox -> Cases -> Billing -> Mark as Draft 1. Login to CaseFox. 2. Select Cases from the navigation bar, and select the case in which you want to mark the invoice as a draft. 3. Click on the "Billing" tab. 4. Go to the "Bill" section, and ...
How to check the list of case contacts?
Login CaseFox -> Cases -> Case -> Contact 1. Login to CaseFox. 2. Select "Cases" present on the navigation bar. 3. Go to the tab "Contact" and you will see a list of contacts assigned in the case.
How to add a personal note in a case?
Login CaseFox -> Cases -> Case-> Personal Notes -> Add Personal Note 1. Login to CaseFox. 2. Click on the "Cases" present on the navigation bar. 3. Select the case in which you want to add a personal note. 4. Then click on the "Personal Notes" tab. ...
How to see a case contact for conflict check?
Login CaseFox -> Cases -> Case Contact -> Check Conflict 1. Login to CaseFox. 2. Click on the "Cases" tab present on the navigation bar. 3. Click on the Case in which you want to check for conflict check. 4. Select "Contact" under the case. 5. On the ...
How to add a calendar event according to calendaring rules?
Login CaseFox -> Cases -> Calendar Event -> Add Calendar Event Calendar Rules 1. Login to CaseFox. 2. Click on the "Cases" tab present on the navigation bar. 3. Select the desired case in which you want to add a calendar event. 4. Select the ...
How to mark an invoice as draft?
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Mark as Draft Log in to CaseFox. In the navigation bar, click on the "Billing" tab. Navigate to the "Bills" sub-tab. Locate the desired invoice. On the right side of the invoice, click ...
How to create a new time entry under cases?
You can create a time entry with CaseFox in a few easy steps; CaseFox -> Dashboard -> Cases -> Time/Expense -> New time entry -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Cases from ...
How to configure settings for cases?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Navigate to the "Bills" sub-tab. 4. Locate the desired invoice. On the right side of the invoice, click the toggle button labeled "Mark as Draft" to mark it as a draft.
How to pay invoices in bulk from trust?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to pay invoices in bulk from the trust account. 4. Navigate to the "Billing" tab, then go to the "UNPAID" sub-tab. 5. If there are multiple ...
How to mark an event as completed?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to mark an event as completed. 4. Navigate to the "Calendar Event" tab. 5. Click on the tick mark icon labeled as "Mark as Completed," ...
How to add a calendar event with a trigger?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to add a calendar event with a trigger. 4. Go to the "Add Event (Advanced)" tab. 5. Fill in the event details, select the desired trigger, ...
How to edit an expense entry under cases?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case containing the expense entry you want to edit. 4. Navigate to the "Time/Expense" tab and then click on the "EXPENSE" sub-tab. 5. Locate the desired expense ...
How to delete a calendar event?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to delete a calendar event. 4. Navigate to the "Calendar Event" tab. 5. Locate the event you want to delete. In front of the event, you ...
How to retrieve/ search time entries under the cases tab?
You can retrieve unbilled time entries with CaseFox in a few easy steps; to search follow the below steps: CaseFox -> Dashboard -> Cases -> Time/Expense -> Search bar 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the ...
How to move a time entry to another case under the cases tab?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to move a time entry to another case. 4. Navigate to the "Time/Expense" tab, then go to the "TIME" section. 5. From the list, select the ...
How to add a calendar event for a case?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to add a calendar event. 4. Navigate to the "Calendar Event" tab. 5. At the top of the page, click on the "Add Event (Simple)" button. 6. ...
How to copy a case contact to another case?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select a desired case in which you want to copy contact to another case. 4. Go to the "Contact" tab. 5. On the right side of the desired case contact you will find an icon ...
How to add trust funds under clients?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Clients" tab. 3. Select the client to whom you want to add trust funds. 4. Navigate to the "Trust Transactions" tab. 5. On the right side, click on the "Add Funds" button. 6. Fill in the ...
How to add a new expense entry under cases?
You can create an expense entry with CaseFox in a few easy steps; CaseFox -> Cases -> Time/Expense -> New expense entry -> Save 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select a desired case in which you want to ...
How to attach documents in a case?
Login CaseFox -> Cases -> Documents -> Upload File 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select a desired case in which you want to attach a document. 4. Go to the "Document" tab, towards the right you will find ...
How to delete a case contact?
Login CaseFox -> Cases -> Select a Case -> Contact 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to delete a contact. 4. Go to the section "Contact" tab and you will see a list of ...
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 ...