Task
How do I export tasks in MatterSuite?
Go to the Tasks section. Locate and click the Export icon or Export Tasks option. Choose export settings (if available), such as: Click Export or Download. Refer to the image below
How do I edit a task?
Open the Tasks module. Locate the task you want to edit (use search or filters by status, priority, or assignee). Click the task title or the Edit icon next to it. Make the necessary changes (title, description, due date, priority, assignee, or ...
How do I link a task to a matter or client?
Open the Tasks module. Click Add Task or open an existing task for editing. In the task creation window, fill in the task details (title, description, priority, due date, etc.). Find the field labeled Link to Matter (or Linked Matter/Client). Click ...
How can I create a new task?
Go to the Tasks section. Click Add Task. Fill in the task details: Title Description Priority Due date Assignee (Optional) Link the task to a matter or client (see next section). 5. Click Save.
Overview of the Tasks Module
The Tasks Module in MatterSuite helps legal professionals efficiently organize and manage daily work. It centralizes all tasks in one place so teams can clearly see responsibilities, track deadlines, and stay productive. Each task can include details ...
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 ...