Data Export From CaseFox

Features

Timekeeping
Billable/Non-Billable Time
Expense Tracking
Case/Matter Notes Management
Case Document Management
Bulk Invoicing in One Click
Timer
Fee Split Rules
Income Expense Ledger
Discovery Tracking/Docketing
Rule Based Calendaring
iCal Feed/Email Reminders
Conflict Check
Easy Trust Accounting
Client Portal
Phone Message Tracking
Vendor Management
Contract Staff Limited Access
Supports Diff. Hourly Rates/Case
Supports Hourly/Flat Fees
PDF/Word/LEDES/ESIS Invoices
Client Payment Management
Data Import /Export and Reporting
Task Management
Google Integration
Painless LEDES 1998B Invoicing
Superior Data Security/Backup
QuickBooks Integration
Timekeeping via SMS
Dropbox Integration
No Software To Install

Data Export and Reporting

You can export your client and case list in Excel format (link on the Dashboard). You can also export your time and expense entry data. On note display screens, you will see PDF and Excel icons to download time/expense data.

You may also export time/expense entries and trust accounting transaction data in PDF and Excel format. Click on "Settings/Reports" -> Export All.

The Reporting feature can be also be used for downloading selected data. The reporting feature allows you to download selected data using various filter criterias.

You can also export time entries from CaseFox and import them into Juris^TM accounting system. CaseFox can generate a Juris compliant CSV file in just one click.

Export to QuickBooks^TM : Client list and Invoices can be exported in QuickBooks IIF format. Visit Settings/Tools/Reports -> Export to QuickBooks.