• How to email a URL to a client?

  Login -Dashboard -Clients - Client -3 Dots -Email URL Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, click on the desired client. On the top right, click on the 3 dots from the list, a drop-down will show. From that click on the option email URL to the client. A pop will open, click on the email URL to the client.Some readers

• How to configure settings for a particular client?

  Login CaseFox -Dashboard -Clients -Settings Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on clients from the sidebar. Go to sub-tab settings.Some readers

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

  Login CaseFox -Dashboard -Clients -Billing & Payments - Three dots - Download Invoices In PDF Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select clients from the side bar. Choose sub tab billing & payments 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 downloaFew readers

• How to download receipts for trust transactions?

  Login CaseFox -Dashboard -Clients -Trust Transactions -Download Receipts Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar. Go to the sub tab trust transaction, a list of clients would be visible. Choose your desired client, scroll towards the right, you will find an icon to download receipts. 6.To download the receipt, click on the icon and in your downloads a file will be saved.Few readers

• How to edit an invoice? (from Clients Module)

  Login CaseFox -Dashboard -Clients -Billing & Payments - Three dots - Edit -Confirm Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar. Choose sub tab billing & payments 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 create a new time entry under cases?

  You can create a time entry with CaseFox in a few easy steps; CaseFox -Dashboard -Cases -Time/Expense -New time 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 time” entry. Fill in the details and click on save.Few readers

• How to edit client details?

  Login -Dashboard -Clients -Edit Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, choose the desired client and on the right you will find an edit icon. After clicking on the edit icon, a new window will open, make the desired edits and click on save.Few readers

• How to download an invoice in LEDES format?

  Login CaseFox -Dashboard -Clients -Billing & Payments - Three dots - Download Invoices In LEDES Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select clients from the side bar. Choose sub tab billing & payments 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 downFew readers

• How to validate LEDES for a client?

  Login -Dashboard -Clients - Client -3 Dots -LEDES Validation Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, click on the desired client. On the top right, click on the 3 dots from the list, a drop-down will show. From that click on option LEDES Validation. A pop-up window will open, configure the settings according to you.Few readers

• How to record payment?

  Login CaseFox -Dashboard -Clients -Billing & Payments - Record Payment Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar. Choose sub tab billing & payments. Go to the billing section, click on the desired invoice. To the right, click on record payment and confirm it.Few readers

• How to sync a client with Google Contacts?

  Login -Dashboard -Clients - Client -3 Dots -Sync Google Contact Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, click on the desired client. On the top right, click on the 3 dots from the list, a drop-down will show. From that click on the option sync Google contacts. A pop-up will open, click on yes.Few readers

• How to add trust funds under clients? (from Clients Module)

  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 retrieve/ search time entries under the cases tab?

  You can retrieve unbilled time 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 move payment to a different invoice?

  Login CaseFox -Dashboard -Clients -Billing & Payments -Three Dots -Move Payment Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar . Choose billing & payments from the sub-tab bar. Go to the payments section, click on the desired payment record. Towards the right, click on the three dots. In the drop down click on move payment.Few readers

• How to generate a payment receipt?

  Login CaseFox -Dashboard -Clients -Billing & Payments -Three Dots -Generate Payment Receipt Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar. Choose billing & payments from the sub tab. Go to the payments section, click on the desired payment record. Towards the right, click on the three dots. In the drop down click on generate payment receipt.Few readers

• How to edit, delete or unarchive cases under clients?

  Login -Dashboard -Clients - Client -Add Case -Fill in Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, click on the desired client. On the right, you will find edit, delete and unarchive icons respectively. Click on them to perform the desired action.Few readers

• How to check the details of a client?

  Login -Dashboard -Clients - Client -Details Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, click on the desired client you want to check the details of.Few readers

• How to add a new client? (From Clients Module)

  Login -Dashboard -Clients -Add Client -Details Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. Towards the right you will find “add client”. Click on it and a pop up window will open to fill details. Fill in the details and click on save.Few readers

• How to search for clients?

  Login -Dashboard -Clients - Search Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. On the right side, next to add a client button, there is a search bar.Few readers

• How to add cases under clients?

  Login -Dashboard -Clients - Client -Add Case -Fill in Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, click on the desired client. Once you have open the tab on your desired client, go to the sub-tab “Cases/Projects”. In the sub-tab, you will be able to see an option on the top right corner “Add Case”. Fill in tFew readers

• How to delete trust transactions?

  Login CaseFox -Dashboard -Clients -Trust Transactions -Delete Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar. Go to the sub tab trust transaction, a list of clients would be visible. Choose your desired client, scroll towards the right, you will find an icon to delete trust transactions. 6.To delete trust transaction click on it and confirm.Few readers

• How to add a new client message?

  Login CaseFox -Dashboard -Clients -Messages -Add Client Message Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on clients from the sidebar. Under the sub tab go to clients, towards the right you will find an option “Add Message”. Click on it and fill in the details and click on save.Few readers

• How to export details of clients?

  Login -Dashboard -Clients - Client -Export Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, click on the desired client. On the top right you will find the export icon, click on the export icon. A document will be downloaded to the system.Few readers

• How to email invoices in bulk?

  Login CaseFox -Dashboard -Clients -Billing -Email Login to CaseFox. Go to the dashboard, to the left corner you will find the left sidebar. Choose clients from the side bar. 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 conFew readers

• How to download all messages?

  Login CaseFox -Dashboard -Clients -Messages -Download all Messages Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on clients from the sidebar. Under the sub-tab go to clients, towards the right you will find an option “ Download Messages”. A new file will be downloaded onto your system.Few readers

• How to attach documents in a client message?

  Login CaseFox -Dashboard -Clients -Messages -Add Documents Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar. Go to the sub-tab messages and choose the desired communication log. Double click on it, a new window will open. Under add message, add your note and click on save.Few readers

• How to mark invoices fully paid?

  Login CaseFox -Dashboard -Clients -Billing & Payments - Three dots - Mark fully paid Login to CaseFox Go to the dashboard, to the left corner you will find the sidebar. Click on clients Choose the sub-tab billing & payments 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 delete a client?

  Login -Dashboard -Clients -Delete Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, choose the desired client, and on the right you will find a delete icon. Click on it and confirm.Few readers

• How to write off an invoice?

  Login CaseFox -Dashboard -Clients -Billing & Payments - Three dots - Write off Invoice Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select clients from the side bar. Choose sub tab billing & payments 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 edit payment?

  Login CaseFox -Dashboard -Cleints -Billing & Payments -Update Icon -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar. Choose billing & payments from the sub tab. Go to 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 delete payment?

  Login CaseFox -Dashboard -Clients -Billing & Payments -Delete Icon -Confirm Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar. Choose billing & payments from the sub tab. Go to the payments section, click on the desired payment record. To the right, you will find a delete icon. Click on confirm.Few readers

• How to withdraw trust funds?

  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 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 close and archive a client?

  Login -Dashboard -Clients - Close/Archive Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar and a new window will open. A list of clients will be shown, choose the desired client, and on the right you will find a close/ archive icon. Click on it and confirm.Few readers

• How to copy a payment to xero?

  Login CaseFox -Dashboard -Clients -Billing & Payments -Three Dots -Copy to Xero Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar. Choose billing & payments from the sub tab. Go to the payments section, click on the desired payment record. Towards the right, click on the three dots. In the drop down click on copy to xero.Few readers

• How to print checks for trust funds?

  Login CaseFox -Dashboard -Clients -Trust Transactions -Print Check Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on Clients from the sidebar. Go to the sub tab trust transaction, a list of clients would be visible. Choose your desired client, scroll towards the right, you will find an icon to print checks. To print a check, click on the icon and in your downloads a file will be saved.Few readers

• How to mark an invoice as draft?

  Login CaseFox -Dashboard -Clients -Billing & Payments - Mark as Draft Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select clients from the sidebar. Choose sub tab billing & payments from the bar. 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 combine invoices in bulk?

  Login -Dashboard -Clients - Client -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 "Clients" 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 lFew readers

• How to delete invoices in bulk?

  Login -Dashboard -Clients - Client -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 "Clients" 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 liFew readers

• How to download an invoice in word format?

  Login CaseFox -Dashboard -Clients -Billing & Payments - Three dots - Download Invoices In Word Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select clients from the side bar. Choose sub tab billing & payments 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 downloFew readers

• How to pay invoices in bulk from the trust account?

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

• How to copy invoices in Xero/ QuickBooks?

  Login CaseFox -Dashboard -Clients -Billing & Payments - Three dots - Copy to Xero/Quickbooks Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select clients from the side bar. Choose sub tab billing & payments 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