Hassle-free Time keeping and Invoicing

FAQ 1

• Entering Discounts

Getting Started 3

• Integration List
• Getting Started & Setting up CaseFox
• Using Timer To Enter Time

EU GDPR 1

• GDPR - CaseFox Data Processing Agreement

Document Population 1

• Document Population / Document Assembly

CaseFox Overview 20

• CaseFox Overview
• How to Setup your Account
• Dashboard Overview
• Apps Integration Overview
• Setting overview

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Billing And Payments 13

• How to Record A Payment
• How to Pay an Invoice Using Client Trust Funds
• How to Generate Payment Receipt
• How to Create Trust Payment Request
• How to Delete Payment Entry

View all 13

Client 3

• How to Add Client
• How to Delete Client
• Client Online Portals Overview

Case 7

• How to Add Case
• How to Add Note Time/Expense Log
• How to Edit Or Delete Time Entry(Time/Expanse Log)
• How to move Time or Expense Entries to Another Case
• How to move a case under a Different Client

View all 7

Hourly Rates 1

• How to Set Case Hourly Rate

Staff 1

• How to Add Staff

Account 4

• Accounts Overview
• How To Add Funds Entry in Account
• How to Add Withdraw Fund Entry
• How to Transfer Funds Entry In Account

Ledger 4

• Ledger Overview
• Income And Expense Overview
• How to Add Income
• How to Add Expense

Vendor 3

• Vendor Overview
• How to Add Vendor
• How to Upload Vendor Documents

Calendar 3

• Calendar Overview
• How to Create Task In Calendar
• How to Create Event In Calendar

Task 1

• Task Overview

Call Logs 2

• How to Add Incoming & Outgoing Phone Messages
• Call Logs Overview

Setting 19

• How to Edit Business Details
• How to Change Time Zone And Currency Type
• Account and Subscription Overview
• Invoice General Setting
• How to Customize the Invoice Number, Email Template & Boilerplate Text

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Reports And Tools 1

• Report and Tools Overview

Integration 2

• App Integration Overview-CaseFox
• How to Install CaseFox Chrome Extension

General Information 10

• About Us
• Why Use CaseFox
• Feature Request
• Emails from CaseFox
• Tracking Non-Billable Time, MCLE hours, etc.

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Products 3

• What We Do
• Sign Up For Free
• How to Store Additional Information About a Case?

Registering a new account 11

• Why do I need to enter so much information?
• Will I be getting pesky sales call after signing up?
• What does it mean by "CaseFox is a multi-user system"?
• Is there a time restriction for the free account?
• Does the free plan come with less features?

View all 11

Getting Started with CaseFox 15

• How to add a new client
• How to create a case (project)
• Setting Different Hourly Rates For Different Cases/Clients
• Tips: Entering time and expenses
• How Do I Setup My Staff's Different Hourly Rates For A Case?

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Subscription Plans 7

• What are different subscription plans
• Special Offers
• Yearly Subscription Plans
• How Subscribe To Yearly Plan
• Payment Methods

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Importing Client List, Case List and Time Entries 3

• How To Import Client List
• Import into CaseFox Client List Case List and Time Entries From Other Software
• How To Archive and Re-open a Client

Using CaseFox 48

• Fix Fee or Cap Fee or Fix Budget Cases
• How To Archive A Case (Project)
• How To Use The Timer Buttons
• How To Enter Time/Expense
• Generating Reports

View all 48

Trust Accounting 12

• Single or Multiple Trust Accounts
• Trust Account Starting Balance
• Trust Balance on Invoices
• Accounting Advance Payment Without Using Trust Accounting
• Deleting Trust Account Entries

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Login Issues 3

• I am not able to login
• I did not receive the activation email
• Two Step Login

I Can't Find Answer To My Question 1

• How To Get Questions Answered

RSS Feed 20

• How Our Clients See Us
• Entering Time and Expense in CaseFox
• Setting Different Hourly Rates For Different Cases
• Generating Invoices For All Clients With One Click
• Import Your Client List into CaseFox

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Troubleshoot 3

• Wrong amount or no amount in "Total Cost" box
• Deleting Client, Case (or Project), User, Note, Invoice, Payment
• Page Errors and Crashes

Income Expense Ledger 4

• Income Expense Ledger
• Automatic Import of Expenses From Client Invoicing Data
• Vendor Management /Account Payable
• Account Payable and Account Receivable

Conflict Check 1

• What is Conflict Check?

Login Into CaseFox 3

• Login Using Google Credentials
• Persistent Login
• Changing Email Addresses

Desktop Timer 2

• How To Use Desktop Timer
• Time/Expense Entry Abbreviations

Fee Split Rules and Reports 2

• Fee Split/ Compensation Rules
• Report of all payments received in a selected month

Client Portal - Online Invoice Payments 3

• Get Paid Faster - Send Payment URLs to Your Clients
• Secure Communication With Clients
• Setting Up Client Portals

Calendaring and iCal Sync 5

• Calendaring Rules
• iCal Synchronization
• Email Reminders for Calendared Items
• Office365 (including Microsoft Exhange Online, Hotmail, etc.)/Outlook Calendar Linking
• Automatic Calendar Sync with Your Google Calendar

API 1

• Web API

Exporting From CaseFox 4

• What can be exported from CaseFox
• QuickBooks Integration
• Exporting to Juris
• Create Reports Using Raw Data

CaseFox Mobile Application 2

• CaseFox Android Application
• CaseFox iOS/iPhone Application

Invoices 26

• Editing Invoice
• Batch / Auto Invoice Generation
• Combining Invoices of a Client
• Custom Invoice Numbers
• How To Create LEDES Format Invoices. LEDES 1998B and LEDES XML2.0 Formats are supported.

View all 26

Text Messaging Integration 1

• Timekeeping via Text/SMS Messages

Integrations With Other Systems 8

• QuickBooks
• Google
• Dropbox
• Xero Accounting
• Office365/Hotmail/Outlook.com/Microsoft Exchange Online

View all 8

Xero Integration 2

• Getting Started with Xero Integration
• Xero Tracking Categories

Random Questions 25

• No Charge Time Entry
• Upgrading Account
• How to track payment of expenses
• Linking to Dropbox
• How to run a report for a particular timekeeper

View all 25

LawPay Integration 1

• Accepting Invoice and Trust Payments via LawPay

Quickbook Integration 3

• Importing Customers into CaseFox
• Exporting Invoices to Quickbooks
• Business validation error - Duplicate Name Exists

Configuring SMTP Server 1

• Configuring SMTP Server

Client Intake Form 1

• Client Intake Form

MatterSuite Tags 1

• What are MatterSuite Tags