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 JurisTM accounting system. CaseFox can generate a Juris compliant CSV file in just one click.

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