Attach related personal notes to time & expense entries. Send & receive messages and reply to clients through secure messaging. You can also fetch messages from your Gmail account.
Manage multiple trusts and operating accounts conveniently. You can also bulk pay invoices from Trust funds. Integration with Quickbook and Xero Accounting will make accounting easier for you.
Income and expense ledger displays your legal firm’s incomes and expenses for the year. You can download the consolidated expense report and all transactions. You can also upload related documents.
In operating accounts, funds can only be added and withdrawn by your law firm or can be transferred using “Transfer fund” from trust accounts whereas, In trust accounts, client-wise funds can be added and withdrawn.
CaseFox offers fully automated billing for fixed-price items that are billed at selected recurrences. Set up once and we will complete the circle by automatically generating invoices for these items.
After creating an invoice you can simply mark them fully paid or write them off. As you mark an invoice as fully paid, payment against that invoice will be recorded automatically.
REPORTS & TOOLS
Analyse your firm’s productivity and improve your performance.
Keep track of the productivity of your firm, which will help you in analyzing your work and performing better. You can download per day totals for the year, total by the month, totals by a user per month report and year to date reports.
We ensure strong security standards to protect your data from infringements.
PCI DSS is a set of security standards designed to ensure that all companies that accept, process, store or transmit credit card information maintain a secure environment.
Take advantage of our other prominent features.
Easily transfer all your data from your existing software to CaseFox. You can Import your clients & cases list, time-expense entries, etc. You can also export all your data in PDF and Excel files.
Sign Up for a Free Account Today!
Our free plan is free forever with all the features. No Credit Card required.