Hassle-free Time keeping and Invoicing
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Knowledge base
General
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 Mint Training Videos
CaseFox Overview
20
CaseFox Overview
How to Setup your Account
Dashboard Overview
Apps Integration Overview
Setting overview
View all 20
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
View all 19
Reports And Tools
1
Report and Tools Overview
Integration
2
App Integration Overview-CaseFox
How to Install CaseFox Chrome Extension
CaseFox Knowledge Base and How To Use Topics
General Information
10
About Us
Why Use CaseFox
Feature Request
Emails from CaseFox
Tracking Non-Billable Time, MCLE hours, etc.
View all 10
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?
View all 15
Subscription Plans
7
What are different subscription plans
Special Offers
Yearly Subscription Plans
How Subscribe To Yearly Plan
Payment Methods
View all 7
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
View all 12
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
View all 20
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 Case Management System
MatterSuite Tags
1
What are MatterSuite Tags