Case Notes Management

Modified on Sat, 27 Aug 2016 at 11:37 AM

<p><a href="">CaseFox</a> offers integrated time entry and case note management to save time and efforts.  Case notes automatically becomes invoice line items.  Private notes and document links may also be attached to entered notes.  Private notes are not displayed on invoices.  Document links are automatically added to the Documents tab of the case for which the note was entered. No more switching screen and struggling to find how to do different things without getting lost.  Notes may be sorted by date and user.  Notes (including time, financial information in notes) can be exported to Excel and PDF documents.</p> <p>CaseFox offers unified note/time management.  Notes automatically flow to invoicing module.  Hence creating invoices entail simply clicking a few options rather than making billable amount entries again.  Expenses are also handled the same way.  No need to struggle to find billable expenses for invoicing.  This feature is important for legal case management and painless law firm billing and invoicing.</p>

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article