Q: How to download an invoice in LEDES format? (in Case Module)

Login CaseFox -&gt; Dashboard -&gt; Clients -&gt; Billing -&gt; Three dots -&gt; Download Invoices In LEDES <ol> <li>Login to CaseFox.</li> <li>Go to the dashboard, to the left corner you will find the sidebar.</li> <li>Select cases from the sidebar.</li> <li>Choose the sub-tab billing from the bar.</li> <li>Go to the billing section, click on the desired invoice.</li> <li>To the right, click on the “three dots” and you will find the option, download invoices in LEDES.</li> <li>After clicking on it, a file will be downloaded to your system.</li> </ol>

Q: How to add staff through settings?

Login -&gt; Dashboard -&gt; Settings-&gt; Organization -&gt; Users -&gt; Add Staff <ol> <li>Login to CaseFox.</li> <li>Go to the dashboard, to the left corner you will find the sidebar.</li> <li>From there select settings and choose the subhead “organization”.</li> <li>Under the organization choose users, a new window will open.</li> <li>Towards the right corner click on the “ add staff” icon.</li> <li>Fill in the details and click on save.</li> </ol>

Q: How to generate bulk invoices? (From Reports)

Login -&gt; Dashboard -&gt; Reports -&gt; Tools -&gt; Bulk Generate Invoices <ol> <li>Login to CaseFox.</li> <li>Go to the dashboard, to the left corner you will find the sidebar.</li> <li>Select Reports from the sidebar.</li> <li>Go to the sub-tab “Tools” and click on “Bulk Generate Invoices”.</li> <li>After opening the window, make a selection according to you.</li> </ol>

Q: How to generate reports?

Login -&gt; Dashboard -&gt; Reports -&gt; Tools -&gt; Run Reports/ Exports <ol> <li>Login to CaseFox.</li> <li>Go to the dashboard, to the left corner you will find the sidebar.</li> <li>Select Reports from the sidebar.</li> <li>Go to the sub-tab “Tools” and click on “Run Reports/ Exports”.</li> <li>After opening the window, make a selection according to you.</li> </ol>

Question 1

How to download an invoice in LEDES format? (in Case Module)

Accepted Answer

Login CaseFox -> Dashboard -> Clients -> Billing -> Three dots -> Download Invoices In LEDES

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select cases from the sidebar.
Choose the sub-tab billing from the bar.
Go to the billing section, click on the desired invoice.
To the right, click on the “three dots” and you will find the option, download invoices in LEDES.
After clicking on it, a file will be downloaded to your system.

Question 2

How to add a trust account?

Accepted Answer

With CaseFox you can quickly add a operating account; by just few steps mentioned below

Login CaseFox -> Dashboard -> Accounts -> Add Account -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the left side bar.
Choose Accounts from the left side bar.
On the right side, click on “add account” button
Fill in the account details, check the box to select as an operating account.
Click on save.

Question 3

How to add staff through settings?

Accepted Answer

Login -> Dashboard -> Settings-> Organization -> Users -> Add Staff

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
From there select settings and choose the subhead “organization”.
Under the organization choose users, a new window will open.
Towards the right corner click on the “ add staff” icon.
Fill in the details and click on save.

Question 4

How to generate bulk invoices? (From Reports)

Accepted Answer

Login -> Dashboard -> Reports -> Tools -> Bulk Generate Invoices

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Tools” and click on “Bulk Generate Invoices”.
After opening the window, make a selection according to you.

Question 5

How to move a payment to a different case?

Accepted Answer

With CaseFox you can move your payment to a different case in few quick steps; mentioned below

Login CaseFox -> Dashboard -> Billing & Payments -> Three dots -> Move payment

Login to CaseFox
Go to the dashboard, to the left corner you will find the side bar.
Choose billing & payments from the bar.
Go to the payments section, click on the desired payment record.
To the right, click on the “three dots” and you will find the move payment option.
Click on the move payment option.

Question 6

How to generate reports?

Accepted Answer

Login -> Dashboard -> Reports -> Tools -> Run Reports/ Exports

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Tools” and click on “Run Reports/ Exports”.
After opening the window, make a selection according to you.

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