Features
*Project Time Tracking for Billing
*Hourly Time Tracking for Payroll
*Expense Tracking
*Time-off Tracking
*HR Document Templates
*Customizable Reports
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Features
Timekeeping/Expense Tracking :
Simplified time & expense tracking for both billable and non-billable time/expenses. Time entry records are automatically used for billing.
Client & Case Management :
Keep information about clients and cases in one place. Manage case/client notes and phone calls. Enter different billable rates.
Bring Your Timekeeping Data From Other Systems :
Client list, case list and timekeeping data can be imported into CaseFox. One click export of your entire data.
Invoicing and Payments :
Easy invoicing based on previously recorded time entries/notes. Seamless integration with Xero Accounting. Export invoices to QuickBooks. One click bulk invoicing.
Trust Accounting :
Manage multiple trust and operating accounts easily. Trust and operating account transactions can be exported as Excel spreadsheets.
Tasks Management :
Create tasks and calendar items for cases. Integration with your Google account. Tasks/Events created in CaseFox are automatically entered in your Google account.
Easy LEDES Invoicing :
Painless LEDES 1998B invoicing. PDF, Word, ESIS Advocator and GreatAmerican formats also supported.
Case Documents Management :
CaseFox provides seamless integration with Dropbox and Google Drive. Document links may also be attached to case notes.
Calendaring :
Track various types of discovery requests and responses and case related events/reminders. CaseFox offers a simple docketing module to track case related events.
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