Intuitive User Interface
Rich Feature Set
CaseFox® follows the KISS (Keep It Simple Stupid) approach. CaseFox TM features are easy to understand and learn and provide a simplified approach to handling many routine (yet important) tasks. CaseFox® can be used by attorneys, CPAs and other hourly billing professionals. CaseFox offers multi-currency support and incorporates features that are equally useful to attorneys, public accountants and other professionals around the world. Entered time tracking data, trust fund transactions, clients and case list can be exported in Microsoft Excel format. Role based user management would allow you to control your staff's and contract attorneys' access to cases.
Simplified time/expense tracking to track billable and non-billable time/expenses. User friendly display of entered time. Time entry records are automatically used for creating invoices. Export entered time data and case notes to Excel and PDF format. User friendly display layout of entered time/expense data. Easy to use simplified and common screen for entering notes, expenses and time tracking data. Simply click of "Add Note" links to enter a note, time or expense. Possible to enter different hourly rates for different cases.
Case documents may be attached to case notes in an intuitive manner. Expense receipts may also be attached to expense entries. Since you may already be using a document storage (either third party Internet based document storage, local/shared drive, etc.) , you may simply save document links with the case notes. For example, you may use googleDocs for document storage and attach the unique URL for an uploaded document with a case note/time entry.
Keep information about clients and cases at one place.
With time records, notes may be entered. No more writing on papers and files things about cases. Private notes (not printed on invoices) may be entered. Private notes are useful to jot down things about a case for your own later recollection. The description of a billable item automatically becomes line items in invoices.
Create tasks and calendar items for cases. Integration with gMail. Tasks and Calendar items created in CaseFox are automatically entered in your gMail talks list and calendar, respectively.
Two-click invoicing based on previously recorded time entries/notes. Plain and simple.
Available from anywhere through a Web browser with the Internet connectivity.
Manage multiple trust accounts easily.
View a list of unpaid invoices, upcoming reminders and tasks, unbilled hours for each staff, etc. at one place.