Getting Started
How To's
CRM & Client Intake
- How to Setup Appointment Scheduler
- How to get Drip Marketing working
- How to add a new client intake form?
- Adding New Leads
- Viewing Details of Leads
- Marking a Lead as a Converted Lead
Automation - Workflows
- How to configure a Task Completed Workflow Action
- How to Setup Scheduler Appointment Workflow Action
- What is a workflow?
- How to create a workflow
- How to configure the Create Matter action
- How to configure the Create Document action
Dashboard & Reports
Matters
- How to Filter Matters
- How to Create Time Entry from a Matter
- How to Create a Time Entry from a Note
- How to Quickly Locate or Find a Note or Other Interaction in a Matter
- How to Star and Unstar Notes, Meeting Notes, Facts, Time Log Entries and other Matter-related Interactions for Quick Access
- How to Pin and Unpin Notes, Meeting Notes, Facts, Time Log Entries and other Matter-related Interactions for Quick Access
Contacts
Pipelines
Billing
- How to add a new time entry
- How to add a new expense
- How to add a quick invoice
- How to start a timer
- How to stop a timer
- How to send an invoice
Accounting
Document Assembly
Tasks
- How to Filter Tasks
- How to set task due date based on another task
- How to View All Completed Tasks
- How to Re-open a Completed Task
- How to Mark a Task as Completed
- How to Add a Reminder for a Task
Interaction Logs
Custom Fields
- Create Matter Custom Fields
- Create Matter Custom Fields Group
- Create Contact Custom Fields
- Create Contact Custom Fields Group
- Show Custom Field by Default on the forms
- Set Custom Field as required on the forms
Account Settings
- How to Add or Invite Your Teammates to Lawcus
- How to Create New User Role
- How to Enable IP Address Security
- How to Define or Edit Permissions for Existing User Roles
- How to Designate User Roles
- Refund Policy
Import & Export
Integrations
- How to disable the Zoom integration
- How to Integrate Your Zoom Account With Lawcus
- How to connect your GSuite account to Lawcus EU data center
- How to connect your GSuite account to Lawcus
- How to Set Up Email and Calendar Integration
- How to setup Zapier