CaseFox Legal Billing Software Demo

For more details visit: https://www.casefox.com/legal-billing-software/

How to create LEDES 1998B invoices

For more details visit: https://www.casefox.com/ledes-invoicing/

CaseFox iOS App

https://itunes.apple.com/us/app/casefox/id1073623175?mt=8

CaseFox Android App

To Download CaseFox Andriod App Visit: https://play.google.com/store/apps/details?id=com.casefox.casefoxmobile

Preview of Firm’s Month by Month Performance

Preview of Firm’s Month by Month Performance

Importing Google Calendar entries

Events created in CaseFox are automatically copied to your Google Calendar (if your account is linked with your Google account).  Changes made to these “copied” events in Google Calendar can be updated in CaseFox by clicking on “Update Cal/Tasks” button on the Dashboard.  Additionally, new events created in Google Calendar can also be imported by clicking on “From Google Cal” button on the Dashboard (system also launches a Google Cal import pop-up once every 15 minutes when you visit the Dashboard of your account).

Interest on late invoice payments

in “Add Client” or “View Client/Edit” screens, enter “Yearly Interest Rate” and select appropriate “Payment Terms”.  System will automatically calculate interest on over due invoices and include these charges on subsequent invoices.

Email invoices directly from your account

After creating an invoice, an envelope icon will appear in each invoice line under Clients or Cases/Projects tabs.  Click on this icon to email the invoice directly to the client.  PDF version of the invoice will be emailed.

Alternatively, click on the Invoices button on the Dashboard. The select “Email Selected Invoices” option to bulk email invoices to respective clients.

Timekeeping via SMS

In continuation of our effort to provide innovative and easy to use features to simplify your timekeeping and invoicing tasks, our SMS Timekeeping Add-On enables you to enter your time into your CaseFox account via Text/SMS messages. Now no more lost revenues due to missed timekeeping. Use your iPhone, Android or any mobile phone to log your billable time. You can simply send a text message to CaseFox in a simple specific format and the time note will be automatically entered into your account. Even better, you can save abbreviations (under Settings of your CaseFox account) and use them in these text messages. 

No changes to your account are needed except one. You will need to enter phone numbers of your staff (under the Staff tab in your CaseFox account). These phone numbers must be the numbers from which these staff members will be sending SMS messages to CaseFox. We will identify the user and your account by these phone numbers when we receive text messages. These phone numbers will not be used for any other purposes.

CaseFox Integrates with Google

CaseFox® uses Google Single SignOn to provide a seamless and transparent logon to CaseFox using your Google credentials. Please click on the “Google Login” button on the upper right corner on this page to start using CaseFox. If you are already logged into your google account, you will be requested to permit secure.casefox.com to retrieve your name and email from your Google account. For the first time only, you will also be requested to provide your firm’s name and address (to be printed on your invoices to your clients). After that, everytime you click on the Google Logic button, you will be taken directly to CaseFox Web Application without any login screen.

CaseFox also uses Google Calendar, Tasks and Contacts API. The tasks you create in CaseFox will automatically added to your Google Tasks. Similarly, calendar entries are also synced to your Google Calendar automatically. In addition, you can import your contacts from Google and convert them into CaseFox clients.

For more details visit: https://www.casefox.com/integration-with-g-suite/

CaseFox Integrates with Dropbox, Box, Google Drive

CaseFox® seamlessly integrates with Box, Google Drive and Dropbox to enable smooth and convenient case document management. The documents are uploaded securely in user’s own (or firm’s ) DropBox account. CaseFox uses DropBox authentication tokens, hence CaseFox will not ask or store your DropBox user name and password. 

Vendor Management Module

Vendor Management Module is live.  Please visit CaseFox Knowledge Management to read more.  There you will also find  a wealth of information about CaseFox.

Essential Technology For New Lawyers

Pennsylvania Bar Institute: Essential Technology For New Lawyers.

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Paper recommends CaseFox.