Matters
How can I delete phone logs for the matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the phone log. 3. Click on the Phone Logs under communication and click on the delete icon of the phone log you wish to delete. 4. Click on Confirm ...
How can I add the phone log under matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add the phone log. 3: Click on the "+New Message Log" button under the Communications tab. 4: A new window will open, select Phone Logs enter the details, ...
How to edit the name of the matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit the name. 3. Click on the pencil icon present on the right-hand side. 4. Update the matter title/name, then click on the Save button.
How can I delete an email log for a matter in the matter module?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the email log. 3. Click on the Email Log tab under Communications and click on the delete icon of the email log you wish to delete. 4. Click on the ...
How can I edit email logs under the matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter you want to edit the email log for. 3: Click on the Email Logs under Communications and click on the pencil icon. 4: Make necessary changes and click on Save.
How can I delete an email log for a matter?
1. Click on the Matters tab present on the nap bar. 2. Select the Matters for which you want to delete an email log. 3. Click on the Communications tab and then click on the Delete button under the email log. 4. Click on Confirm.
How can I edit email logs for a matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter you want to edit the email log for. 3. Click on the Email Log tab, and click on the Edit icon under Communications. 4. Make necessary changes and click on Save.
How can I add the email log for a matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the Matter you want to add to the email log under contact. 3. Click on the + New Message Log button under the communication tab. 4. A new window will open, select the Email tab, enter ...
How can I add personal notes in legal research in the matter module?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the legal research. 3. Click on the Legal Research tab, appearing on the right side of your screen. 4. Click on the + Attach Legal Research button ...
How can I delete the existing legal research?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the legal research. 3. Click on the Legal Research tab, appearing on the right side of your screen. 4. Click on the delete icon appearing on the ...
How can I search my existing legal research?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to search the legal research. 3. Click on the Legal Research tab, and click on a search box, and enter the name of the legal research that you want to search.
How can I attach my previous legal research to this case?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add the legal research. 3. Go to the Legal Research tab and click on the Attach Legal Research button. 4. Select the legal research from the case and click ...
How to mark legal research as favorable or unfavorable?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to mark legal research fact/evidence as favorable or unfavorable. 3. Go to the Legal Research tab and click on the Attach Legal Research button. 4. Click on ...
How can I attach legal research to a matter?
Steps for attaching legal research to a matter in MatterSuite legal software: Click on Matter > Case > Legal Research > Add Legal Research. 1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add the legal ...
How to delete existing matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter which you want to delete and click the delete icon appearing at the right corner of the screen and click on confirm.
How do I edit details in Matter?
Following are the steps for editing details in Matter in MatterSuite's Matter Management feature: 1. Click on the Matters tab present on the nap bar. 2. Select the matter which you want to edit. 3. Click in the edit option at the right-hand corner of ...
How To Create a Matter?
1. Click on the Matters tab present on the nap bar. 2: Click on the ‘+ New Matter’ button to add a new matter. 3: Fill in the details such as matter title, Location, Description, clients, etc, and click on save.
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 ...