Leads
How to create an intake form and generate a URL?
You can easily create an efficient client intake form by following a few quick steps mentioned below with CaseFox: Login -> Leads -> Create Intake Form and Generate URL 1. Log in to CaseFox. 2. Click on the "Leads" tab present on the navigation bar. ...
How to add a new client in an intake form?
You can easily add a new client to an intake form by following the few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Leads" tab. 3. Locate the desired client intake form, and click the "+" ...
How to share a client intake form link?
You can easily share the client intake form link by following a few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Leads" tab. 3. At the top-left you will find a client intake form link. 4. ...
How to delete the intake form?
You can easily delete an intake form by following the few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Leads" tab. 3. Hover over the desired client intake form, at the right side locate the ...
How to mark it as read to an intake form?
You can easily mark the client intake form as read by following the few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Leads" tab. 3. Hover over the desired client intake form, towards the ...
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 ...