A: CaseManager has added 3-way billing to its practice management apps (coming any day). Attorneys can pick from Hourly, Flat Fee and Contingent fee billing types and get potential fee calculations at any time. For example, in a contingent fee case, enter the attorney's fee percentage in the Client Profile and at any time CaseManager will calculate the potential fee taking in consideration the amount of the recovery, expenses, and client payments.
Three-way billing requires very little setup. In Client Profile (in the case dashboard), select from Hourly, Flat and Contingent Fee representation. If you wish CaseManager to include the expenses in future fee calculations, click the checkbox for that. In Contingent Fee cases, enter the attorney's percentage of the recovery. (Note: For a one-third percentage, make sure you enter 33.33 for the attorney's percentage, not simply 33.) If "include expenses" has been checked, CaseManager will subtract the expenses from the gross recovery before applying the attorney's percentage.
To generate the attorney's fee calculation, in Time & Expenses, click the PDF/printing button and select your preferred viewing method--printing or PDF, from the printing options. The attorney's fee calculation will appear at the top of the report generated.
Google calendar sync is coming soon. Here is how to do it:
When Google calendar sync is set it up, calendar entries made in Google will sync to CaseManager and vice versa.
Setup involves inserting your Google Calendar ID into CaseManager, and your CaseManager sync address into Google Calendar. Here are the individual steps:
1. Put the CaseManager sync address in Google Calendar:
In your Google Calendar, identify (or create) the individual calendar you would like to sync with CaseManager. Click the down arrow to the right and then click "Share this Calendar". Then, under "Share with specific people", enter this CaseManager address in the "Enter email address" firstname.lastname@example.org. To the right click the down arrow and select "make changes to events". Then, slightly to the right, click "Add Person" and at the bottom of the page "Save".
2. Put Google Calendar ID in CaseManager.
Again click the down arrow to the right of the individual Google Calendar you wish to sync with CaseManager. Click "Calendar Settings". Scroll down to Calendar Address and, to the right of it, copy the Calendar ID. Go to CaseManager Settings. Paste the Calendar ID in the box called "Google Calendar ID" and exit Settings. That's it!
Using Google Calendar Sync
At this point, Events in your CaseManager calendar will quickly appear in Google Calendar.
To create Events in Google Calendar that will sync with CaseManager, in the event creation screen, as the title of the Event write the precise name of the CaseManager case/matter you wish the event to associate with. (If the precise name of the case/matter is not used, the event will not sync to CaseManager.) Ensure that the calendar selected is the calendar you have set up for synchronizing with CaseManager.
To enter additional event information, click "Edit event" use the time, location and description boxes to add information.
Now, the next time you click "Synchronize Calendar" in CaseManager and the screen refreshes, events created in Google Calendar will appear in CaseManager as a "Google Calendar Event".
Note: When creating an event in Google Calendar, if an time is not specified, Google Calendar records it as an "all-day" event. When such an event syncs with CaseManager, CaseManager will by default give it a 9 am time.
A: They are:
Archive: This feature puts your archived, or closed, cases in a separate list from your open cases. To archive your case, go to the case Dashboard, click the Archive icon (top right on desktop/laptop, bottom right on phone/tablet) and then choose "Yes". The entire case will be saved. (Deleting the case documents, if you choose, is possible; contact us.)
Client Payments: To record a payment by a client, in the Time & Expenses section of the case or matter in question, click the dollar sign icon (desktop/laptop) or "+" and choose "Add Payment" (phone/tablet), fill in the details, and click Save. CaseManager will total the payments.
Join CaseManager Users Group: This is our CaseManager community which we hope will provide you with useful information and also inform us about what will make CaseManager better. Your email address will not be given to anyone. In Settings, click Join Users Group and follow the directions. You can unjoin in the same way.
Comic of the Day: In the opening screen that you see when you open CaseManager, swipe the screen to the left with your finger or mouse. When you've finished, swipe the other way and click "Continue" to go to the Global Calendar.
When you finish installing CaseManager, it will ask you if you would like to link to Dropbox. This link is useful because it permits you to syncrhonize with your other devices (computers, phones, tablets) using CaseManager, as well as providing another backup for your data and documents.
If you have a Dropbox account, you will need to provide the sign-in credentials, and then click "Allow" when Dropbox asks if you would like to allow CaseManager to link to Dropbox. Thereafter, every time you syncrhonize with Dropbox, you will be updating your database and documents on Dropbox. If you do not have Dropbox yet, sign up for an account at Dropbox.com. It is free.
When you have finished with Dropbox, you’re ready to start using CaseManager. The first thing to do is to add a case or matter. To do that, go to Global Menu (swipe right or click on the CaseManager icon at the top left of the screen) and click on Cases. Add a case by clicking on the “+” at the top right of the screen.
Once you have a case, you access the case by clicking on it in the Cases list. You will see the Dashboard and the 8 categories of information you can create and display in CaseManager. When you select a category, you will see a list of your items. Add data by clicking the “+”.
When you start CaseManager for the day, it asks if you would like to synchronize your data/documents (you would choose Yes if you had added data with another device) and shows you some new legal news stories. When you click "Continue", CaseManager opens to the Global (“all cases”) Calendar so you can see what your day and month look like. You can add Events and Tasks in that view (rather than navigating to the individual cases to add that information) by using the “+”.
A: CaseManager does not currently integrate with Outlook or Google Calendar.
However, since this is one of the most requested additions, we are working to include it with our next major end-of-the-summer updates.
A: In any screen, swipe right or tap the CaseManager icon at the top left of the screen to display the global menu which includes all-cases lists as well as Newsfeed, Settings, and Sychronize.
A: Assuming you have established the link with Dropbox in Settings (see FAQ "How do I link CaseManager with Dropbox?"), you will be prompted whether or not you would like to synchronize upon starting and exiting CaseManager. You can also synchronize by accessing the global menu (swipe the screen to the right or tap the CaseManager logo at the top left of any screen) and pressing Synchronize.
When you sychronize, your Dropbox database and the database in your device will be made the same.
A: First, if you do not have a Dropbox account, sign up for one at Dropbox.com--it's free. Then, in CaseManager, go to settings and "Link Dropbox". Sign in to Dropbox and when asked whether to allow CaseManager to link with Dropbox, click "Allow".
A: There are two ways: The easiest--if the work you have done was pursuant to a saved Event or a Task, then all you have to do is tap "Send to Time & Expenses" and then fill in the number or hours and billing rate. (If you used the clock in the Event or Task screen then you don't even have to fill out the time.)
If the work was not the result of an Event or Task, go to Time & Expenses, tap the "+" time button, and then fill out the date, amount of time, and hourly rate.
A: Yes, your CaseManager data resides in each device on which you use CaseManager, and you can access it any time, with or without the internet. You only need the internet to synchronize your data with your Dropbox account. When you synchronize, you will acquire all data which you have previously pushed to Dropbox by synchronizing any of your devices.
Your data is very secure. First, GoodCase Apps could never be required to disclose your data because we do not have it! Your case information resides in a database on each device in which you have CaseManager and, if you synchronize through Dropbox, in a file on your own Dropbox account. Also, data on Dropbox is encrypted and, if you desire the maximum security, you can use Dropbox's two-factor authentication system. For more information, read Dropbox's statement regarding the security of your data, https://www.dropbox.com/help/27/en, and this article in Lawyerist on that issue, http://lawyerist.com/72903/dropbox-lawyers/.
A: On the Cases page (or any page but the Title Page), select Settings in the horizontal menu at the bottom. (If you don’t see Settings, touch More.) Your Name, Company, and Address appear in separate boxes. Touch the appropriate box. Using the keypad that appears, make the change. Retract the keyboard touching the keypad symbol at the bottom right. Use the bottom menu to proceed.
A: In the mobile devices (for iPhone, iPad and Android) touch that case, then go to Overview. Simply touch the misspelling and type the correct letters.
In the Windows/Mac apps, go to the case dashboard, click the edit button (the icon with the pen) and change the Case Title.
A: Jotted Notes need to be attached to another item—Note, Time & Expense entry, Task, or Event. For example, describe and save the formal Note within which the jotted Note resides. Or, email the jotted Note to yourself, then download it.
A: Android — Tap the back arrow. Apple — Tap the return key or the keyboard symbol, bottom right. Windows tablet—Tap the keyboard symbol bottom right, select the down arrow.
A: Touch the item, swipe your finger across the item, and touch the red “delete” button that appears.
A: Apple — Swipe right with one finger on the case name; the Delete button appears. Android — Touch and hold on item, the Delete button appears. Windows — Inside case, press the trash can icon.
A: Use the Cases button to find a Case.
A: Refresh the note function by tapping Erase then Pen. (If the problem persists, upgrade your device’s operating system.)
A: You have a choice of methods.
Apple:  Email it to yourself as an attachment. Then, on your device, open the email and the attachment. A menu appears with the option Open In. Tap it and CaseManager should be among the choices. Tap that and the instructions that appear will guide you. Be sure to name and save the document on CaseManager as instructed, or it won’t transfer.
Apple:  Use Dropbox. First upload the document to Dropbox. Then, in Dropbox, press the Open In button and select CaseManager. The document or photo will appear in the CaseManager Document Archive where you can select it and save it to the appropriate case.
Apple:  From iTunes. With the device cabled to a laptop or desktop, go to Apps from the top menu, then CaseManager in the File Sharing section. Click Add then browse and select the document or photo. Sync your device, then find the document in the CaseManager Document Archive. Select and save it to the appropriate case or matter.
Android:  Email it to yourself as an attachment, then download. In CaseManager, select the appropriate case, then Documents, then tap the + symbol and browse to the file in which the document or photo was saved to select it.
Android:  With the Android device cabled to a computer, drag the desired document to a document file in the Android device, where you can locate it from within CaseManager as above.
Windows desktop: Place the document in any desired folder. In CaseManager, from within a case and Documents, simply press or click the + symbol, then Browse and select the document.
Windows tablet: Email the document to yourself and save it, or save the document to a cloud service such as Dropbox and Skydrive, and import to CaseManager from there.
A: iOS — Select and display the document from the Documents section of CaseManager. Press the Open In button at the top right of the screen, and from the list of compatible applications, select the desired application. The document or photo will open in the selected application, where you can annotate or edit it. When you have finished, utilize the Open In button to transfer it back to CaseManager.
Android — Start the desired third-party application and open the desired document or photo by locating it in the folder from which it was originally added to CaseManager. When you have finished working with the document or photo, save it back to the original folder. Open it in CaseManager as you did originally, using the + symbol in the CaseManager/Case/Documents section and selecting the item from the original folder.
A: One of two situations, or perhaps both. First, two people can’t sync the same Dropbox file at the same time. Just a wait a moment and try again. (Time of a typical sync varies depending on the size of your CaseManager files and transmission speed.) Second, your Internet connection may have been temporarily interrupted during the sync. If this occurs, try again. (For best results, use the fastest, strongest signal source available.)
A: Apple devices: Use two fingers to scroll. Android: Open the note in Gallery or other apps to see the whole note. Windows: Press or mouse the scroll bar on the right side of the note to scroll.