Cases
How to download blank letters?
Login -Dashboard -Reports -Cases -Blank Letter to Client 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 “Cases” and click on “Blank Letter to Client”. A Word Or PDF file will be downloaded into your downloads folder.Some readersHow to download notes, invoices and payment lists?
Login -Dashboard -Reports -Cases -All Time Entries & Other Reports 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 “Cases” and click on “All Time Entries & Other Reports”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to download all time entries and other reports?
Login -Dashboard -Reports -Cases -All Time Entries & Other Reports 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 “Cases” and click on “All Time Entries & Other Reports”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to download a voucher timesheet?
Login -Dashboard -Reports -Cases -Voucher Timesheet 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 “Cases” and click on “Voucher Timesheet”. An Excel Or PDF file will be downloaded into your downloads folder.Few readersHow to download the fixed fee case report?
Login -Dashboard -Reports -Cases -Fix fee Case Report Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select Reports from the sidebar. Go to the subtab “Cases” and click on “Fix fee Case Report”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to get details of task code activity?
Login -Dashboard -Reports -Cases -Task Code Activity Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select Reports from the side bar. Go to the sub-tab “Cases” and click on “Task Code Activity”. An Excel Or PDF file will be downloaded into your downloads folder.Few readersHow to download a list of elements and facts to cause of action (COAs)?
Login -Dashboard -Reports -Cases -Evidence Map 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 “Cases” and click on “Evidence map”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to export all notes?
Login -Dashboard -Reports -Cases -Export all notes 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 “Cases” and click on “Export all notes”. An Excel Or PDF file will be downloaded into your downloads folder.Few readersHow to download a case list?
Login -Dashboard -Reports -Cases -Case List 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 “Cases” and click on “cases”. An Excel Or PDF file will be downloaded onto your downloads folder.Few readersHow to download a list of all contact names?
Login -Dashboard -Reports -Cases -Name List 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 “Cases” and click on “Name List”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to export only unbilled notes (case)?
Login -Dashboard -Reports -Cases -Export Only Unbilled Notes 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 “Cases” and click on “Export only unbilled notes”. An Excel Or PDF file will be downloaded into your downloads folder.Few readersHow to download monthly reports for billable reports?
Login -Dashboard -Reports -Cases -Month by Month Report 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 “Cases” and click on “Month by Month Report”. A Word Or PDF file will be downloaded into your downloads folder.Few readers
Tools
How to generate bulk invoices? (From Reports)
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.PopularHow to generate reports?
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.PopularHow to run a conflict check?
Login -Dashboard -Reports -Tools -Run Conflict Check 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 “Conflict Check”. Type in the keyword to check conflict.Few readersHow to check for case reports?
Login -Dashboard -Reports -Tools -Category Performance 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 “Category Performace”. After opening the window, make a selection according to you.Few readersHow to directly do action on invoice?
Login -Dashboard -Reports -Tools -Action on Invoice 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 “Action On Invoice”. After opening the window, make a selection according to you.Few readersHow to generate advanced reports?
Login -Dashboard -Advanced Reports -> Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select Admin from the sidebar situated at the end of the bar, below the left. From the left sidebar select “Advanced Report”. After selecting you will be promoted to a new window, select according to your need from the various options provided.Few readers
Notes for Time and Expense Entry
How to download all case wise time entries & reports?
Login -Dashboard -Reports -Note(Time/Expense) -“Export Casewise Time Entries & Reports” 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 “Note(Time/Expense) “ and click on “export casewise time entries & report”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to download all notes by year?
Login -Dashboard -Reports -Note(Time/Expense) -Download all notes by years 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 “Note(Time/Expense) “ and click on “Download all notes by years”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to export only unbilled notes by clients?
Login -Dashboard -Reports -Note(Time/Expense) -“Export Only Unbilled Notes By Client” Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub tab “Note(Time/Expense) “and click on “Export unbilled notes by clients”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to export casewise billable entries?
Login -Dashboard -Reports -Note(Time/Expense) -“Export Case Wise Billable Entries” Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub tab “Note(Time/Expense) “and click on “Export Case Wise Billable Entries”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to export all notes by staff and download case wise notes?
Login -Dashboard -Reports -Note(Time/Expense) -“Export all notes by staff” Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub tab “Note(Time/Expense) “and click on “Export all notes by staff”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to download all personal notes by client?
Login -Dashboard -Reports -Note(Time/Expense) -“Personal Notes by Client” Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub tab “Note(Time/Expense) “and click on “Personal Notes by Client”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to export only unbilled notes by case?
Login -Dashboard -Reports -Note(Time/Expense) -“Export Only Unbilled Notes by Case” Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub tab “Note(Time/Expense) “and click on “Export only unbilled notes by case”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to download casewise personal notes?
Login -Dashboard -Reports -Note(Time/Expense) -“Casewise Personal Notes” 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 “Note(Time/Expense) “and click on “casewise personal notes”. A Word Or PDF file will be downloaded onto your downloads folder.Few readers
Task & Events
How to export the calendar list?
Login -Dashboard -Reports -Tasks & Events -Export Calendar List 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 Tasks & Events and click on “Export Calendar List”. An excel or PDF file will be downloaded into your downloads folder.Few readersHow to check the list of all events?
Login -Dashboard -Reports -Tasks & Events -All Events List 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 Tasks & Events and click on “All Events List”. An excel or PDF file will be downloaded into your downloads folder.Few readersHow to check the list of all tasks?
Login -Dashboard -Reports -Tasks & Events -All Tasks List Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub tab Tasks & Events and click on “All Tasks List” . An excel or PDF file will be downloaded onto your downloads folder.Few readers
Account
How to download account transactions?
Login -Dashboard -Reports -Account -Download Account transaction 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 account and click on download account transaction An excel sheet will be downloaded to your downloads folder.Some readersHow to download a particular operating account transaction history?
Login -Dashboard -Reports -Account -Operating Accounting Transaction Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub-tab account and click on “Operating Accounting Transaction”. An excel or PDF file will be downloaded into your downloads folder.Few readersHow to download a summary of the client and trust account balance?
Login -Dashboard -Reports -Account -Client & Trust Account Balance 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 account and click on “Client & Trust Account Balance”. An excel sheet will be downloaded to your downloads folder.Few readersHow to download account receivable reports?
Login -Dashboard -Reports -Account -Account Receivable 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 account and click on Account Receivable. An excel sheet will be downloaded onto your downloads folder.Few readers
Staff
How to download an excel sheet for monthly bills by timekeeper?
Login -Dashboard -Reports -Staff -Monthly Billed client/ Timekeeper 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 “Staff” and click on “Monthly Billed client/ Timekeeper”. A Word Or PDF file will be downloaded into your downloads folder.Some readersHow to download all time and expense entries for staff?
Login -Dashboard -Reports -Staff -Message List 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 “Staff” and click on “Message List”. A Word Or PDF file will be downloaded into your downloads folder.Some readersHow to export all notes for staff?
Login -Dashboard -Reports -Staff -Export All Notes 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 “Staff” and click on “Export All Notes”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to download a message list for staff?
Login -Dashboard -Reports -Staff -Message List 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 “Staff” and click on “Message List” A Word Or PDF file will be downloaded into your downloads folder.Few readers
Productivity Reports
How to check the progress of your performance v/s target?
Login -Dashboard -Reports -Productivity Reports -Performance v/s Target 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 “Productivity Reports” and click on “Performance v/s Target”. After opening the window, you’ll have many options. Make a selection according to your need to generate a staff wise report.Few readersHow to download yearly and monthly client summaries?
Login -Dashboard -Reports -Productivity Reports -Download Yearly and Monthly Reports Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub-tab “Productivity Reports” and click on “Download monthly and yearly summaries”. An Excel Or PDF file will be downloaded onto your downloads folder.Few readersHow to download a staff billing report?
Login -Dashboard -Reports -Productivity Reports -Staff Billing Report 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 “Productivity Reports” and click on “Staff Billing Report” After opening the window, you’ll have many options. Make a selection according to your need to generate a staffwise report.Few readersHow to download a staffwise billing report?
Login -Dashboard -Reports -Productivity Reports -Staffwise Billing Report Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub tab “Productivity Reports” and click on “Staffwise Billing Report”. After opening the window, you’ll have many options. Make selection according to your need to generate a staff wise report.Few readersHow to download today’s productivity report?
Login -Dashboard -Reports -Productivity Reports -Today’s Report Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Reports from the side bar. Go to the sub tab “Productivity Reports” and click on “Today’s Report”. After opening the window, you’ll have an overview of your present day productivity.Few readers
Client
How to download a list of clients with active cases only?
Login -Dashboard -Reports -Clients -Client with Active Cases 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 “Clients” and click on “Client with Active Cases”. An excel or PDF file will be downloaded into your downloads folder.Some readersHow to export all notes at once?
Login -Dashboard -Reports -Clients -Export All Notes at Once 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 “Clients” and click on “Export All Notes at Once”. An excel or PDF file will be downloaded into your downloads folder.Some readersHow to export trust transactions for particular clients?
Login -Dashboard -Reports -Clients -“Export Transaction” 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 “Clients” and click on “Export Transaction”. An Excel or PDF file will be downloaded into your downloads folder.Few readersHow to download a report for all messages received by clients?
Login -Dashboard -Reports -Clients -Download all Messages 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 “Clients” and click on “Download all Messages”. An Excel Or PDF file will be downloaded into your downloads folder.Few readersHow to download a report for all the payments received through clients?
Login -Dashboard -Reports -Clients -Export Payments 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 “Clients” and click on “Export Payments”. An Excel Or PDF file will be downloaded into your downloads folder.Few readersHow to download the total hours of a particular client?
Login -Dashboard -Reports -Clients -“Daily Hours by Clients” 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 “Clients” and click on “Daily Hours by Clients”. An Excel Or PDF file will be downloaded into your downloads folder.Few readersHow to download invoices and payment statements?
Login -Dashboard -Reports -Clients -“Download Statement” 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 “Clients” and click on “Download Statement”. An Excel or PDF will be downloaded into your downloads folder.Few readersHow to download all client lists?
Login -Dashboard -Reports -Clients -Client List 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 Clients and click on “Client List”. An excel or PDF file will be downloaded into your downloads folder.Few readersHow to export only unbilled notes (clients)?
Login -Dashboard -Reports -Clients -Export Only Unbilled Notes 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 “Clients” and click on “Export Only Unbilled Notes”. An excel or PDF file will be downloaded into your downloads folder.Few readersHow to request additional trust funds?
Login -Dashboard -Reports -Clients -“Request Additional Trust Funds” 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 “Clients” and click on “Request Additional Trust Funds”. A word file will be downloaded onto your downloads folder.Few readers
Invoices and Payments
How to export all unpaid invoices till date?
Login -Dashboard -Reports -Invoice & Payments -Export all Unpaid 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 “Invoice& Payments” and click on “Export all Unpaid Invoices”. A Word Or PDF file will be downloaded into your downloads folder.Some readersHow to download invoices for a month or year?
Login -Dashboard -Reports -Invoice & Payments -Invoice for month/year 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 “Invoice& Payments” and click on “Invoice for month/year”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to download invoices in PDF format?
How to Download Invoices in PDF Format in CaseFox | Law Firm Billing SoftwareFew readersHow to download a letter to request additional trust funds?
Login -Dashboard -Reports -Invoice & Payments -Letter To Request Additional Trust Funds 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 “Invoice& Payments” and click on “Letter To Request Additional Trust Funds”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to check for money collected by staff?
Login -Dashboard -Reports -Invoice & Payments -Money Collected by Staff 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 “Invoice& Payments” and click on “ Money Collected by Staff”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to download account statements?
Login -Dashboard -Reports -Invoice & Payments -Invoice/ Account Statements Log in 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 “Invoice& Payments” and click on “Invoice for month/year”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to download overdue reminder notices for all clients?
Login -Dashboard -Reports -Invoice & Payments -Overdue Notices 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 “Invoice& Payments” and click on “overdue notices”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to download a list of account receivables from your clients?
Login -Dashboard -Reports -Invoice & Payments -Accounts Receivables 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 “Invoice& Payments” and click on “Account Receivables”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to download a yearly report with all clients for a particular year?
Login -Dashboard -Reports -Invoice & Payments ->Yearly Report 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 “Invoice& Payments” and click on “Yearly Report”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to download a detailed report for all clients, cases, invoices & payments from the start date?
Login -Dashboard -Reports -Invoice & Payments ->All Data Till Date Log in 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 “Invoice& Payments” and click on “All Data Till Date ”. A Word Or PDF file will be downloaded into your downloads folder.Few readersHow to export a report of time and expense entries which are not invoiced yet?
Login -Dashboard -Reports -Invoice & Payments -Letter To Request Additional Trust Funds 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 “Invoice& Payments” and click on “Letter To Request Additional Trust Funds”. A Word Or PDF file will be downloaded onto your downloads folder.Few readersHow to download a report depicting client-wise interest collected till date?
Log in -Dashboard -Reports -Invoice & Payments -Interest collected till date 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 “Invoice& Payments” and click on “Interest collected till date ”. A Word Or PDF file will be downloaded into your downloads folder.Few readers