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

  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.Featured

• How to mark a call returned? (in Case Module)

  You can easily mark call status as returned in CaseFox; by following the few steps mentioned below Login -Dashboard -Cases -Calls -Mark as Returned Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select the cases from the sidebar and go to subsection calls. Select desired call you want to mark as returned. Towards the right, you’ll find a checkbox, check as marked.Some readers

• How to add a calendar event for a case?

  Login CaseFox -Dashboard -Cases -Calendar Event -Add Calendar Event Simple Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to section calendar event, towards the top you will find a button to add a “calendar event simple”. Fill in the details and click on save.Some readers

• How to upload and use a document template for a case?

  Login CaseFox -Dashboard -Cases -Document Assembly -Upload document Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on cases from the sidebar. Once you have opened the "cases" tab, go to the subsection document assembly. Towards the top right you will find a section to drop or upload your files. Upload all your document templates. Below it you can also see the list of all the document templates attached to a case. For adSome readers

• How to move an expense entry to another case? (in Case Module)

  You can only move unbilled expense entries. To move expense entries with CaseFox in a few easy steps; to move entries follow the below steps: CaseFox -Dashboard -Cases -Time/Expense -Expense entry -Move Icon Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to subtab time/expense. From the listing, select the desired entry. To move a certain entry, click on the icon situated towards theSome readers

• How to move a time entry to another case under the cases tab?

  You can only move unbilled time entries. To move time entries with CaseFox in a few easy steps; to move entries follow the below steps: CaseFox -Dashboard -Cases -Time/Expense -Time entry -Move Icon Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to subtab time/expense. From the listing, select the desired entry. To move a certain entry, click on the icon situated towards the right top. ySome readers

• How to delete an expense entry? (in Case Module)

  You can delete an expense entry with CaseFox in a few easy steps; to delete follow the below steps: CaseFox -Dashboard -Cases -Time/Expense -Delete Icon Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to subtab time/expense. From the listing, select the desired entry. To delete a certain entry, click on the delete icon, situated towards the right.Few readers

• How to copy a case contact to another case?

  Login CaseFox -Dashboard -Cases -Case Contact -Copy to Another Case Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on cases from the sidebar. Go to the section case contacts and you will see a list of contacts assigned in the case. On the desired case contact scroll towards the right you will find an icon to copy it to another case. Click on it, choose the case you want the contact copied to.Few readers

• How to mark invoices fully paid? (in Case Module)

  Login CaseFox -Dashboard -Cases -Billing - Three dots - Mark Fully Paid Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on cases. Choose 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 mark fully paid option. Click on the mark fully paid.Few readers

• How to combine invoices in bulk? (in Case Module)

  Login -Dashboard -Cases- -Billing -Combine You can combine multiple invoices of the same client. After generating invoices for different cases/matters (or projects) of a client (either one by one manually or using the One-Click Bulk Invoice Generation feature), Visit the "Cases" tab and select a desired client from the list Then on the left side, click on the "billing" tab. Under the billing tab, If there are two or more invoices in the invoice list, selectFew readers

• How to add a personal note in a case?

  Login CaseFox -Dashboard -Cases -Personal Notes -Add Personal Note Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on cases from the sidebar. Once you have opened the the cases tab, go to the subsection personal notes. Towards the right you will find an icon on the top right “Add Message”. Add your message and click on save.Few readers

• How to move a payment to a different case? (in Case Module)

  With CaseFox you can move your payment to a different case in a few quick steps; mentioned below Login CaseFox -Dashboard -Cases -Billing -Payments - Three dots -Move payment Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to the billing section, choose the payments part, click on the desired payment record. To the right, click on the “three dots” and you will find the move payment optiFew readers

• How to configure settings for cases?

  Login CaseFox -Dashboard -Cases -Settings -> Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on cases from the sidebar. Once you have opened the the cases tab, go to the sub section settings. In the settings section, you will be able to find all type settings from cases, custom fields, staff. access/ rates, case task and evidence map. Move forward with the settings you want configured.Few readers

• How to copy payments to Xero? (in Case Module)

  With CaseFox you can copy your payments to Xero in a few quick steps; mentioned below Login CaseFox -Dashboard -Cases -Billing -Payments - Three dots - Copy to Xero Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. Click on Cases from the side bar Go to the billing section, choose the payments part, click on the desired payment record. To the right, click on the “three dots” and you will find the copy to Xero option. CFew readers

• What does billed and unbilled time entries mean? (in Cases Module)

  Time entries for which you have generated an invoice are called billed time entries and for which invoices are not generated they are called unbilled entries.Few readers

• How to attach documents in a case?

  Login CaseFox -Dashboard -Cases -Documents -Upload File Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to section documents, towards the right you will find a button “ Upload Document”. Choose where you want to upload the document from the drop down. Upload the document into and click on save.Few readers

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

  Login CaseFox -Dashboard -Cases -Billing - Three dots - Download Invoices In Word 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 Word. After clicking on it, a file will be downloaded to your system.Few readers

• How to search for communication logs? (in Case Module)

  You can easily search in CaseFox; by following the few steps mentioned below Login -Dashboard -Cases -Calls -New Outgoing Message -Fill Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select cases from the sidebar and go to subsection calls Towards the top right you will find a search bar for searching them.Few readers

• How to generate payment receipts? (in Case Module)

  With CaseFox you can generate payment receipts in a few quick steps; mentioned below Login CaseFox -Dashboard -Cases -Billing - Payments - Three dots - Generate payment receipts Login to CaseFox Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to the billing section, choose the payments part, click on the desired payment record. To the right, click on the “three dots” and you will find the generate paymFew readers

• What does billed and unbilled expense entries mean? (in Case Module)

  Expense entries for which you have generated an invoice are called billed expense entries and for which invoices are not generated they are called unbilled entries.Few readers

• How to delete a case contact?

  Login CaseFox -Dashboard -Cases -Case Contact Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on cases from the sidebar. Go to the section case contacts and you will see a list of contacts assigned in the case. Choose your desired contact, scroll towards the right you will find an icon to delete the contact. Click on it to delete contact and confirm.Few readers

• How to add a new incoming message? (in Case Module)

  You can easily add a new incoming message in CaseFox; by following the few steps mentioned below Login -Dashboard -Cases -Calls -New Incoming Message -Fill Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select cases from the sidebar and go to sub-section calls. Choose calls from it, towards the right click on “Add Incoming Message”. Fill in the details and click on save.Few readers

• How to see a case contact for conflict check?

  Login CaseFox -Dashboard -Cases -Case Contact -Check Conflict Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on cases from the sidebar. Go to the section case contacts and you will see a list of contacts assigned in the case. On the desired case contact scroll towards the right you will find 3 dots, from the drop down choose conflict check.Few readers

• How to delete an event?

  Login CaseFox -Dashboard -Cases -Calendar Event - Event -Delete Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to the section calendar event, from the list choose the desired event. Scroll towards the right side, you will see an icon to delete an event. Click on it to confirm.Few readers

• How to add a calendar event according to calendaring rules?

  Login CaseFox -Dashboard -Cases -Calendar Event -Add Calendar Event Calendar Rules Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to section calendar event, towards the top you will find a button to add a “calendar event Calendar rules). Fill in the details and click on save.Few readers

• How to delete invoices in bulk? (in Case Module)

  Login -Dashboard -Clients - Cases -Billing -Delete You can delete multiple invoices of the same client. After generating invoices for different cases/matters (or projects) of a client (either one by one manually or using the One-Click Bulk Invoice Generation feature), Visit the "Cases" tab and select a desired client from the list. Then on the left side, click on the "billing" tab. Under the billing tab, If there are two or more invoices in the invoice list,Few readers

• How to download invoices in pdf format? (in Case Module)

  Login CaseFox -Dashboard -Cases -Billing - Three dots - Download Invoices In PDF 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 PDF. After clicking on it, a file will be downloaded to your system.Few readers

• How to add a new outgoing message? (in Case Module)

  You can easily add a new outgoing message in CaseFox; by following the few steps mentioned below Login -Dashboard -Cases -Calls -New Outgoing Message -Fill Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select cases from the sidebar and go to subsection calls. Choose calls from it, towards the right click on “Add Outgoing Message”. Fill in the details and click on save.Few readers

• How to delete a user/staff?

  Login -Dashboard -Settings-Organisation -Users -Staff Name -Delete 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 organisation click on users. A new window will open with a list of users. Click on the staff you want to delete, you’ll be prompted to a new window with details of the staff. Towards the top right, you will find an icon for delete. ClFew readers

• How to copy invoices in Xero/ QuickBooks? (in Case Module)

  Login CaseFox -Dashboard -Cases -Billing - Three dots - Copy to Xero/QuickBooks Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select cases from the sidebar. Choose 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 copy to Xero/QuickBooks option. Click on copy to Xero/Quickbooks.Few readers

• How to edit a time entry? (in Cases Module)

  You can edit an unbilled time entry with CaseFox in a few easy steps; to edit follow the below steps: CaseFox -Dashboard -Cases -Time/Expense -Edit Icon-Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to subtab time/expense. From the listing, select the desired entry. Click on the edit icon, situated towards the right. Fill in the details and click on save.Few readers

• How to write off an invoice? (in Case Module)

  Login CaseFox -Dashboard -Cases -Billing - Three dots - Write off Invoice Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select cases from the sidebar. Choose 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, write off invoice. After clicking on it, click on confirm.Few readers

• How to add a calendar event with a trigger?

  Login CaseFox -Dashboard -Cases -Calendar Event -Add Calendar Event Advanced Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to section calendar event, towards the top you will find a button to add a “calendar event advanced”. Fill in the details and click on save.Few readers

• How to email invoices in bulk? (in Case Module)

  Login CaseFox -Dashboard -Cases -Billing -Email Login to CaseFox. Go to the dashboard, to the left corner you will find the left sidebar. Choose cases from the sidebar. Then on the left side, click on the "bills" tab. Under billing tab, If there are two or more invoices in the invoice list, select the desired invoices you want to email. A button captioned as “Email” will appear on top left. Clicking on the button will cause a pop-up to appear. Click on confirmFew readers

• How to edit an expense entry under cases?

  You can edit an unbilled/ billed expense entry with CaseFox in a few easy steps; to edit follow the below steps: CaseFox -Dashboard -Cases -Time/Expense -Edit Icon-Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to subtab time/expense. From the listing, select the desired entry. Click on the edit icon, situated towards the right. Fill in the details and click on save.Few readers

• How to check the list of case contacts?

  Login CaseFox -Dashboard -Cases -Case Contact -Add Person Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on cases from the sidebar. Go to the section case contacts and you will see a list of contacts assigned in the case.Few readers

• How to mark an invoice as a draft?

  Login CaseFox -Dashboard -Cases -Billing - Mark as Draft Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select cases from the sidebar. Choose sub tab billing. Go to the billing section, click on the desired invoice. To the right, click on toggle to mark the invoice as draft.Few readers

• How to delete a time entry? (in Cases Module)

  You can delete an unbilled time entry with CaseFox in a few easy steps; to delete follow the below steps: CaseFox -Dashboard -Cases -Time/Expense -Delete Icon Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to subtab time/expense. From the listing, select the desired entry. To delete a certain entry, click on the delete icon, situated towards the right.Few readers

• How to retrieve/ search expense entries? (in Case Module)

  You can retrieve expense entries with CaseFox in a few easy steps; to search follow the below steps: CaseFox -Dashboard -Cases -Time/Expense -Search bar Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to subtab time/expense. From the listing, select the desired entry. To search a certain entry, type in the search tab, situated towards the left top.Few readers

• How to update a payment? (in Case Module)

  With CaseFox you can update your payment in a few quick steps; mentioned below Login CaseFox -Dashboard -Billing - Payments -Update Icon -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to the billing section, choose the payments section, click on the desired payment record. To the right, you will find an edit icon. Update the changes in the form and click on save.Few readers

• How to edit an event?

  Login CaseFox -Dashboard -Cases -Calendar Event - Event -Edit Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to the section calendar event, from the list choose the desired event. Scroll towards the right side, you will see an icon to edit an event. Click on it to make changes and confirm it.Few readers

• How to edit an invoice? (in Case Module)

  Login CaseFox -Dashboard -Clients -Billing - Three dots - Edit -Confirm Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select cases from the sidebar. Choose 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, edit. After clicking on it, make the necessary changes. Click on confirm.Few readers

• How to mark an event as completed?

  Login CaseFox -Dashboard -Cases -Calendar Event - Event -Mark Completed Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to the section calendar event, from the list choose the desired event. Scroll towards the right side, tick mark on the option mark as completed.Few readers

• How to add trust funds under clients?

  Login CaseFox -Dashboard -Clients -Trust Transactions -Add Funds -Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar. 4.Go to the sub tab trust transaction, towards the right click on button “Add Funds”. After clicking on add funds and fill in the details and click on save.Few readers

• How to add a new expense entry under cases?

  You can create an expense entry with CaseFox in a few easy steps; CaseFox -Dashboard -Cases -Time/Expense -New expense entry -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to subtab time/expense. On the top right click on “add new expense” entry. Fill in the details and click on save.Few readers

• How to archive call logs? (in Case Module)

  You can easily archive call records in CaseFox; by following the few steps mentioned below Login -Dashboard ->Cases -Calls -Archive Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select cases from the sidebar and go to subsection calls. Go to desired communication log, scroll down towards right. You’ll find the archive icon, click on the that to archive the call log.Few readers

• How to delete a payment? (in Case Module)

  With CaseFox you can delete your payment in a few quick steps; mentioned below Login CaseFox -Dashboard -Cases -Billing -Payments - Delete Icon Login to CaseFox Go to the dashboard, to the left corner you will find the sidebar. Click on Cases from the sidebar. Go to the billing section, choose the payments section, click on the desired payment record. To the right, you will find a delete icon. Update the changes in the form and click on save.Few readers

• How to pay invoices in bulk from trust?

  Login CaseFox -Dashboard -Cases -Billing -Pay from Trust Login to CaseFox. Go to the dashboard, to the left corner you will find the left sidebar. Choose cases from the sidebar. Then on the left side, click on the "bills" tab. Under billing tab,If there are two or more invoices in the invoice list, select the desired invoices you want to pay from trust. A button captioned as "Pay from Trust" will appear on top left. Clicking on the button will cause a pop-up tFew readers