Client Analytics Dashboard
An analytic client dashboard that summarises your client information on a single screen
Organize your client database with CaseFox. An analytic client management dashboard that serves you with all the important information. Take a quick glance at the active & closed cases, billing information, pending payments, contact, and billing information.
Centralized data related to all the activities on the client dashboard
CaseFox’s legal client management dashboard lessens your burden of going through a pile of files back and forth by summing up the important client data so that you can skim through it in one view. Stay updated with the client’s contact information and billing information which includes phone, address, law firm ID, LEDES ID, and data like payment & billing term.
Summarised view of active & closed cases, billed time, and fee information.
The client management dashboard also helps you have a quick look over the billing details such as Total fee and expense billed, total invoiced, and total paid by the client. It also provides the data regarding the billed and unbilled time for that particular client along with the active and closed cases and trust account balances.
Deliver an exclusive client portal along with the quick-view dashboard to your clients
CaseFox helps you serve your clients better by providing for them a separate dashboard where they can view their payment details. CaseFox powered portal also allows your clients to make payment directly from the portal. They can also send messages to your firm and request for an appointment through such a portal.