Clients
How to add a Client?
Adding Client: 1. Log in to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Then in client, click “Add Client” in the top right corner. 3. Fill in all the details and save.
How to mark invoices fully paid?
Login CaseFox -> Clients -> Billing -> Bill -> Three dots -> Mark fully paid 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client whose invoice you want to mark as fully paid. 4. Navigate to the "Billing" tab ...
How to record payment?
Login CaseFox -> Clients -> Billing -> Bills -> Record Payment 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client whose payment you want to record. 4. Navigate to the "Billing" tab and then to the "Bills" ...
How to withdraw trust funds?
Login CaseFox -> Dashboard -> Clients -> Trust Transactions -> Add Funds -> Details -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Go to the sub-tab trust ...
How to export details of clients?
Login -> Clients -> Select a client -> Export 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the desired client from the list. 4. On the top right you will find the export icon, click on the export icon. 5. A ...
How to combine invoices in bulk?
Login -> Clients -> Select a Client -> Billing -> Bill -> Combine. You can combine multiple invoices of the same client. After generating invoices for different cases/matters (or projects) of a client (either one by one manually or using the ...
How to download an invoice in word format?
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Three dots -> Download Invoices In Word 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. Select clients from the side bar. 4. Choose sub tab ...
How to validate LEDES for a client?
Login -> Clients -> Select a Client -> 3 Dots -> LEDES Validation 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for which you want to validate LEDES. 4. In the top right corner, click on the three dots ...
How to add a new client message?
Login CaseFox -> Clients -> Select client -> Messages -> Add Client Message 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to add a message. 4. Go to the "Message" tab. On the right, ...
How to delete trust transactions?
Login CaseFox -> Clients -> Select a Client -> Trust Transactions -> Delete 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to delete transactions. 4. Navigate to the "Trust Transactions" ...
How to attach documents in a client message?
Login CaseFox -> Clients -> Select a client -> Messages -> Add Documents 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to add a document in the message. 4. Navigate to the "Messages" ...
How to copy a payment to xero?
Login CaseFox -> Clients -> Select a Client -> Billing -> Three Dots -> Copy to Xero 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to copy a payment to Xero. 4. Navigate to the ...
How to download all messages?
Login CaseFox -> Clients -> Select a client -> Messages -> Download all Messages 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to download all messages. 4. On the right, you’ll find a ...
How to edit, delete or unarchive cases under clients?
Login -> Clients -> Select a desired Client -> Add Case -> Fill in Details -> Save 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client whose cases you want to edit, delete, or unarchive. 4. Navigate to the ...
How to sync a client with Google Contacts?
Login -> Clients -> Select a desired client -> 3 Dots -> Send to Google Contact -> Google Sync -> Yes 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to sync with Google Contacts. 4. In ...
How to edit an invoice? (from Clients Module)
Login CaseFox -> Clients -> Billing & Payments -> Three dots -> Edit -> Confirm 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client whose invoice you want to edit. 4. Navigate to the "Billing" tab. 5. Under ...
How to search for clients?
Login -> Clients -> Search 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. On the right side, next to the "Add Client" button, you will find a search bar. 4. Type the name of the client you want to search for.
How to add a new client? (From Clients Module)
Login -> Dashboard -> Clients -> Add Client -> Details 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar and a new window will open. 4. Towards the right you will find "add ...
How to edit client details?
Login -> Clients -> Select a Client -> Edit -> Save 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. A list of clients will be displayed. Locate the desired client and click the edit icon on the right side. 4. After clicking ...
How to download receipts for trust transactions?
Log in to CaseFox -> Clients -> Select a Client -> Trust Transactions -> Download Receipts 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. From the list, select the client whose trust transaction receipt you want to ...
How to generate a payment receipt?
Login CaseFox -> Clients -> Select a Client -> Billing -> Payments -> Three Dots -> Generate Payment Receipt 1. Login to CaseFox. 2. In the navigation bar, click on the "Clients" tab. 3. From the list, select the client for whom you want to generate ...
How to configure settings for a particular client?
Login CaseFox -> Clients -> Select a Client -> Settings 1. Login to CaseFox. 2. In the navigation bar, click on the "Clients" tab. 3. From the list, select the client for whom you want to configure settings. 4. Go to the "Settings" tab to edit the ...
How to download invoices in pdf format? (from Client Module)
Login CaseFox -> Clients -> Select a Client -> Billing -> Bills -> Three dots -> Download PDF Invoice/Bill 1. Login to CaseFox. 2. In the navigation bar, click on the "Clients" tab. 3. From the list, select the client whose invoice you want to ...
How to email invoices in bulk? (from Client Section)
1. Log in to CaseFox. 2. Visit the "Clients" tab and select a desired client from the list. 3. Go to the "Billing" tab. 4. Then go to the "Bills" sub-tab. 5. If there are two or more invoices in the invoice list, select the desired invoices you want ...
How to close and archive a client?
Login -> Dashboard -> Clients -> Close/Archive 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar and a new window will open. 4. A list of clients will be shown, choose the ...
How to delete a client?
Login -> Dashboard -> Clients -> Delete 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar and a new window will open. 4. A list of clients will be shown, choose the desired ...
How to move payment to a different invoice?
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Three Dots -> Move Payment 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar . 4. Choose billing & payments ...
How to print checks for trust funds?
Login CaseFox -> Dashboard -> Clients -> Trust Transactions -> Print Check 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Go to the sub tab trust transaction, a list ...
How to copy invoices in Xero/ QuickBooks?
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Three dots -> Copy to Xero/Quickbooks 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar. 4. Choose sub-tab ...
How to delete payment?
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Delete Icon -> Confirm 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Choose billing & payments from ...
How to pay invoices in bulk from the trust account?
Login CaseFox -> Dashboard -> Clients -> Billing -> Pay from Trust 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the left sidebar. 3. Choose clients from the sidebar. 4. Then on the left side, click on the "bills" tab. ...
How to edit payment?
Login CaseFox -> Dashboard -> Cleints -> Billing & Payments -> Update Icon -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Choose billing & payments from the ...
How to email a URL to a client?
Login -> Dashboard -> Clients -> Client -> 3 Dots -> Email URL 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar and a new window will open. 4. A list of clients will be ...
How to add cases under clients?
Login -> Dashboard -> Clients -> Client -> Add Case -> Fill in Details -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar and a new window will open. 4. A list of ...
How to delete invoices in bulk?
Login -> Dashboard -> Clients -> Client -> Billing -> Delete You can delete multiple invoices of the same client. After generating invoices for different cases/matters (or projects) of a client (either one by one manually or using the One-Click Bulk ...
How to check the details of a client?
Login -> Dashboard -> Clients -> Client -> Details 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar and a new window will open. 4. A list of clients will be shown, click on ...