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Streamline Document Management with Box Integration
Effortlessly sync and manage legal documents with Lawcus' Box integration… Next, you'll find a toggle button that allows you to "Enable" the Box integration… You will be prompted to enter your Box credentials to ensure a secure connection
What do I do when there's a glitch with Box integration?
When facing a glitch between Box and Lawcus, please follow the below steps: Reauthorize Integration… In Lawcus, check the integration settings for Box
Video: Integrating Google Drive, Dropbox, Box, and OneDrive with Lawcus
Box Integration: Explore the powerful integration between Lawcus and Box, which offers a secure and scalable… Witness how Lawcus enables easy access and management of your Box files within a single interface, optimizing
How to Filter Matters in Lawcus?
To close the filtering dialog box, click outside the dialogue box… Navigate to the Matters section, and click on the Filter option to open the filtering dialog box
How to Locate Notes and Interactions in a Matter Using Lawcus?
Tip: To revert to the complete list of entries, simply clear the search box by deleting the text
Efficiently Inviting Clients to Your Law Firm's Client Portal
of any third-party storage solutions integrated with your account, such as Google Drive, OneDrive, Box… Under Email Notifications, check the box for: "Receive email notification the moment any significant
How to Create a Custom Fields and features associated with it?
A dialog box will appear where you can enter your desired custom field Name… To make this custom field your default option, check the Default box or to make the custom field mandatory… for data entry, check the Required box
Gmail Add-on Integration Setup Guide for Lawcus
In the Marketplace search box, type "Lawcus" and select the Lawcus for Gmail add-on
Managing Multiple Calendars within Lawcus
Answer: After a user shares their calendar with you, go to the Calendar, check the box next to their
How to Create Custom Invoice Templates in Lawcus?
flat fees section, you can edit or remove labels to show only the necessary details by checking the box… However, if you don't need this feature, you can uncheck the box to disable it