General
How to add new abbreviations?
How to add new abbreviations in CaseFox legal softwareSome readersHow to copy a client portal URL link?
Login -Dashboard -Settings -General -Client Portals-Copy Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on client portals, go to the client you want to copy the link of. Click on the “link” icon to copy.Some readersHow to delete a particular client from staff compensation rules?
How to delete a particular client from staff compensation rules in CaseFox legal softwareFew readersHow to generate a staff compensation rules report?
Login -Dashboard -Settings-General -Staff Compensation Rules -Export Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “General”. Go to staff compensation, towards the top right you’ll see “export”. In the form, fill in the details and click on save.Few readersHow to update staff under staff compensation rules?
Login -Dashboard -Settings-General -Staff Compnstation Rules Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “General”. Go to staff compensation, a list will open up. Choose one staff and hover towards the right, you will find the edit icon. Make the desired edits and and click on save. youtube How to Update Staff Under Staff Compensation Rules in CaseFox Law Firm SoftwareFew readersHow to customize calendaring rules?
Login -Dashboard -Settings -General -Calendaring Rules Custom Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on the subhead “Calendaring Rules Custom”. You will be promoted to a new window, update the required settings, and click on save.Few readersHow to edit field groups in certain cases?
How to edit field groups in certain cases in CaseFox legal softwareFew readersHow to configure LEDES invoice settings?
Login -Dashboard -Settings -General -LEDES Validation Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on the subhead “LEDES Validation”. A new window will open with various options for configuring the settings. Change the required settings and click on save.Few readersHow to delete a task group?
Login -Dashboard -Settings -General -Task Group -Delete task Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on the subhead “Task Group”. Towards the right-hand side of the task group, you will find a “delete” icon. To delete a task, click on the icon and confirm it.Few readersHow to create a new task group?
Login -Dashboard -Settings -General -Task Group -Add Task Group Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on the subhead “Task Group”. Towards the top right, click on add task group. Fill in the details and click on save.Few readersHow to delete abbreviations?
How to delete abbreviations in CaseFox legal billing softwareFew readersHow to add a new task (in Task Group)?
Login -Dashboard -Settings -General -Task Group -Add Task Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on the subhead “Task Group”. Towards the right-hand side of the task group, you will find a “Plus” icon. To add a task, click on the icon and fill in the details. Click on save.Few readersHow to configure calendaring rules?
Login -Dashboard -Settings -General -Calendaring Rules (Preconfigured) Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on the sub head “calendaring rules”. A new window will open, with various options. Go forward with the ones you want to change calendaring rules for.Few readersHow to check the date when the client portal URL link client URL link was last opened?
Login -Dashboard -Settings -General -Client Portals Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on client portals, from the list go to the client you want to check for . Towards the right under “Last clicked”. You will find details about when the link was last opened.Few readersHow to copy a task group?
Login -Dashboard -Settings -General -Task Group -Copy task Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on the subhead “Task Group”. Towards the right-hand side of the task group, you will find a “copy” icon. To copy a task, click on the icon.Few readersHow to create a client portal URL link?
Steps for creating a client portal URL link in CaseFox: Login -Dashboard -Settings -General -Client Portals-Create Client Portal URL Link -Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on client portals, towards the top right, you will find a button situated “Create Client Portal Url Link”. Click on the buttoFew readersHow to create custom field groups?
Login -Dashboard -Settings-General -Manage field Groups -Add Field Group -Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “General”. Click on custom field groups, to create a new custom field, click on the button situated towards the right top. A form will open, fill in the details in that and click on save. youtube How to Create Custom Field Groups in CaseFoFew readersHow to delete field groups?
How to delete field groups in CaseFox law firm management softwareFew readersHow to assign custom hourly rates to staff?
Login -Dashboard -Settings -General -Hourly Rate Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Click on the subhead “Hourly Rate” After clicking on it, you will be promoted to a new window. Under the list of hourly rates, choose the case category and assign it to one needed Click on save.Few readersHow to add staff compensation rules?
How to add staff compensation rules in CaseFoxFew readersHow to edit the task group name?
Login -Dashboard -Settings -General -Task Group -Edit Task Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to general. Click on the subhead “Task Group”. Towards the right hand side of the task group, you will find a “pencil” icon. To edit a task, click on the icon and fill in the details. Click on save.Few readers
Organization
How to add staff through settings?
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.PopularHow to download all staff entries for a particular staff?
Login -Dashboard -Settings-Organization -Users -Staff Name -Export 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. Click one the user to update details, towards the top right click the export icon. Select one option from the drop down and download the file.Some readersHow to change the global hourly rate?
Login -Dashboard -Settings-Organisation -Users -Staff Name -Update -Global Hourly Rate 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. Click on the user to update details, towards the top right click on the edit icon. Make the necessary changes under the global hourly rate subhead and click onSome readersHow to update staff details?
Login -Dashboard -Settings-Organisation -Users -Staff Name -Update 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. Click on the user to update details, towards the top right click on the edit icon. Make the necessary changes and click on save.Some readersHow to manage your subscription?
Login -Dashboard -Settings-Organisation -Manage Subscriptions Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. From there select settings and choose sub head “organisation”. Under the organisation choose manage subscription, a window will open. Do the necessary and save it.Few readersHow to delete my account?
Login -Dashboard -Settings-Organization -Manage Subscriptions -Delete my account 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 manage subscription, a window will open. Click on the delete my account, to do the required.Few readersHow to revoke access from all cases for a particular staff/user?
Login -Dashboard -Settings-Organisation -Users -Staff Name -Three Dots -Revoke access from all cases 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. Click on the user to update details, towards the top right click the three dots. Select the option and click on revoke access to all cases.Few readersHow to mark a staff/user as the first admin?
Login -Dashboard -Settings-Organisation -Users -Staff Name -Mark First Admin Only verified users and staff can be marked as first admin. 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. Click on the user to update details, towards the top right click on mark first admin. Make the necessary chanFew readersHow to add a line under the address on invoices?
Login -Dashboard -Settings-Organization -Firm Preferences -Business Details -A Line Under Your Address Block On Invoices Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose subhead “organization”. Under the organization choose firm preferences, a window will open. Go to firm preferences, you will be promoted to various options. In the subtab business details, type in your text in the fieFew readersHow to customize and configure email servers?
Login -Dashboard -Settings-Organisation -Email Server 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 email server, a new window will open. You will be promoted to various options. Add the details and make changes. Click on save.Few readersHow to upgrade my plan?
Login -Dashboard -Settings-Organisation -Manage Subscriptions -Upgrade plan Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. From there select settings and choose sub head “organisation”. Under the organisation choose manage subscription, a window will open. Click on the upgrade plan, to do the required.Few readersHow to connect with Xero?
Login -Dashboard -Settings-organization -Billing Syncing 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 billing syncing, a new window will open. You will be promoted to various options. To connect with Xero, choose Xero. Fill in the required details to connect.Few readersHow to check user history?
Login -Dashboard -Settings-Organisation -Users -Staff Name -Client details 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. Click on the user to check all the details and history.Few readersHow to change role type?
Login -Dashboard -Settings-Organization -Users -Staff Name -Update -Role Type 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. Click on the user to update details, towards the top right click on the edit icon. Make the necessary changes under the role type subhead and click on save.Few readersHow to edit localization?
How to edit localization in CaseFoxFew readersHow to set up check-up printing?
Login -Dashboard -Settings-Organisation -Check Printing -Fill in the details 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 check printing, a new window will open. You will be prompted to various options, fill in the details and set up check printing.Few readersHow to connect QuickBooks?
Login -Dashboard -Settings-Billing Syncing 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 billing syncing, a new window will open. You will be promoted to various options. To connect with QuickBooks, choose QuickBooks. Fill in the required details to connect.Few readersHow to check for payment history?
Login -Dashboard -Settings-Organization -Manage Subscriptions -Payment History 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 manage subscription, a window will open. Go to the sub-tab payment history, you will shown all your payment history.Few readersHow to edit firm preferences?
Login -Dashboard -Settings-Organization -Firm Preference s 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 firm preferences, a window will open. Go to firm preferences, you will be promoted to various options. Perform action as required.Few readersHow to edit business addresses?
How to edit business addresses in CaseFox law firm softwareFew readersHow to edit your PayPal email address?
Login -Dashboard -Settings-Organization -Firm Preferences -Business Details -Add PayPal Email 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 firm preferences, a window will open. Go to firm preferences, you will be promoted to various options. In the subtab business details, type in your email in the field “Your PayPal emailFew readersHow to grant access from all cases for a particular staff/user?
Login -Dashboard -Settings-Organisation -Users -Staff Name -Three Dots -Grant access to all cases 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. Click on the user to update details, towards the top right click the three dots. Select the option and click on grant access to all cases.Few readersHow to turn on two steps login?
Login -Dashboard -Settings-Organization -Security 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”. Click on security mentioned under organization. Turn on the toggle, to turn on 2 step security login.Few readers
Manage
How to create a tag?
Login -Dashboard -Settings -Manage -Tags -Add Tags Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find tags. Go to tags, you will be prompted to a new window. 6.To create a new tag click on the icon situated towards the top right “add tag” Fill in the details and click on save.Some readersHow to add UTBMS codes to task groups?
Login -Dashboard -Settings -Manage -UTBMS Codes -Add Group Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find UTBMS codes. After clicking on UTBMS codes, you will be promoted to a new window. Towards the top right, click on add group to add a new group. Fill in the details and click on save.Some readersHow to customize the intake form?
Login -Dashboard -Settings -Manage -Intake form -> Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find the intake form. After clicking on the intake form, you will be promoted to a new window. Fill in the details and click on save.Few readersHow to edit the event type?
Login -Dashboard -Settings -Manage -Event Types -Edit Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find event types. After clicking on the event types, you will be promoted to a new window. A list of all the events, you will find an edit icon beside each event type. Click on edit to edit the event type.Few readersHow to add expense type?
Login -Dashboard -Settings -Manage -Expense Type -Add Expense Group Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find the expense type. After clicking on expense type, you will be promoted to a new window. Towards the top right, click on add expense type to add a new expense type. Fill in the details and click on save.Few readersHow to create a case category?
Login -Dashboard -Settings -Manage -Case Category -Add Case Category Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find the case category. After clicking on the case category, you will be promoted to a new window. Towards the top right click on add category. Fill in the details and click on save.Few readersHow to update tag details?
Login -Dashboard -Settings -Manage -Tags -Update Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find tags. Go to tags, you will be prompted to a new window. To update a tag click on the icon situated beside the particular tag name. Make the required edits and click on save.Few readersHow to edit a case category?
Login -Dashboard -Settings -Manage -Case Category -Edit Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find the case category. After clicking on the case category, you will be promoted to a new window. A list of all the case categories, you will find an edit icon beside the case category. Click on edit to update the case category.Few readersHow to deactivate a tag?
Login -Dashboard -Settings -Manage -Tags -Deactivate Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find tags. Go to tags, you will be prompted to a new window. To deactivate a tag click on the toggle situated beside the particular tag name.Few readersHow to delete a tag?
Login -Dashboard -Settings -Manage -Tags -Delete Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find tags. Go to tags, you will be prompted to a new window. To delete a tag click on the delete icon, situated beside the particular tag name.Few readersHow to create an event type?
Login -Dashboard -Settings -Manage -Event Types -Add Event Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to manage. Under manage, you will find the event types Go to event types, you will be prompted to a new window. To add a new event type click on the icon situated towards the top right. Fill in the details and click on save.Few readers
Import/ Export
How to import contacts?
Login -Dashboard -Settings -Import/Export -Clients/Contacts -> Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to import/export. Click on contacts/clients, you will be promoted to a new window. You will be provided with various options, move forward with the ones needed, and import contacts accordingly.Few readersHow to export all data and documents?
Login -Dashboard -Settings -Import/Export -Export all data and documents Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to import/export. Click on Export all data and documents, you will be promoted to a new window. You will be provided with various options, move forward with the ones needed and export all data and documents accordingly.Few readersHow to import a case list for another system?
Login -Dashboard -Settings -Import/Export -Import case list Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to import/export. Click on export all data and documents, you will be promoted to a new window. You will provided with various options, move forward with the ones needed and export all data and documents accordingly.Few readersHow to import time entries?
Login -Dashboard -Settings -Import/Export -Import Time/Expense Entries Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. Select settings from the sidebar and go to import/export. Click on import time/expense entries, you will be promoted to a new window. You will be provided with various options, move forward with the ones needed, and import time entries accordingly.Few readers
Invoice
How to add invoice text translations?
Login -Dashboard -Settings-Invoice -Invoice text translation -Customise -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “Invoice” . Choose invoice text translation, you will be prompted to a new window with various options and fields. To change and alter invoices according to you, go ahead with the settings you feel need change. Type in the translation of the word, ySome readersHow to set up a custom invoice number?
Login -Dashboard -Settings-Invoice -Invoice Number -Customise -Update Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “Invoice”. Choose the invoice number, you will be prompted to a new window with various options. To add changes and alter invoices according to you, go ahead with the settings you feel need changes. Click on update. youtube How to Set Up a Custom InvoiceFew readersHow to add a currency conversion rate?
Login -Dashboard -Settings-Invoice -Currency Conversion Rates -Customise -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “Invoice”. Choose the currency conversation sub head, you will be prompted to a new window with various options. To add a new currency conversation, click on the icon situated at top right. Click on save.Few readersHow to add invoice boilerplate text?
Login -Dashboard -Settings-Invoice -Boilerplate Text -Customise -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “Invoice”. Choose boilerplate text, you will prompted to new window with window to type in your text. To add boilerplate text and alter invoices according to you, go ahead by typing the text in. Click on save.Few readersHow to delete a recurring billing cycle?
Login -Dashboard -Settings-Invoice -Automated Email -Delete Billing Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “Invoice”. Choose automated billing, you will be prompted to a new window. To delete a recurring bill, click on the delete icon situated on the left side.Few readersHow to update/change invoice settings?
Login -Dashboard -Settings-Invoice -Invoice Preferences-Customise -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “Invoice”. Choose invoice preferences, you will prompted to new window with various options. To change and alter invoices according to you, go ahead with the settings you feel need change. Click on save.Few readersHow to customize your invoice email template?
Login -Dashboard -Settings-Invoice -Invoice Email -Customise -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “Invoice”. Choose invoice email, you will be prompted to a new window with various options. To add changes and alter invoices according to you, go ahead with the addition of text. Click on update.Few readersHow to set up a recurring billing cycle?
Login -Dashboard -Settings-Invoice -Automated Email -Add Billing -Add client -Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the sidebar. From there select settings and choose the subhead “Invoice”. Choose automated billing, you will be prompted to a new window. To set up a recurring bill, click on “add billing” options, situated at top right. After clicking, fill in the details . Click on save.Few readers