Help Center

Search results for:confido

How to set up Lawcus Payments?

Set up Lawcus Payments powered by Confido Legal to improve payment collection, reduce costs, and manage cash efficiently… Lawcus payments, powered by Confido Legal, is designed specifically for law firms… Locate Lawcus Payments Powered by Confido Legal option, and click on the Connect button

How do you check all the transactions in Lawcus accounts?

Lawcus only stores transactions that are made on Lawcus or using the Lawpay/Confido Legal integration

How to add trust funds to invoices?

On Lawcus, invoice payments can be made directly by clients when Lawpay/Confido integration is set up

How to set the Payment Received Workflow Trigger.

trigger if any payment is made on the invoice, whether through online payment integrations like Lawpay/Confido

How to Clear and Redo, Delete, or Revise, or Edit an Invoice in Lawcus?

Confirm on the warning notification… Confirm when prompted to complete the process… Confirm when prompted

How to Merge Contacts?

trigger to the final contacts details page on which you need to Acknowledge the consequences and then confirm… the details by clicking on the Confirm Merge button

How to Track Invoice Reminders Sent to Clients in Lawcus?

Check the Sent Folder: To confirm the delivery of a reminder email, check the sent folder of your

Creating New Events on Lawcus Calendar

d) Click the cancel icon to discard changes and confirm "Discard" when prompted… Alternatively, you can click on the Edit icon to verify all the details, then click on the "Delete" button to confirm

How to Merge Matters?

It will trigger to the final matters details page on which you need to consent and confirm the details… by clicking on the Confirm Merge button

How to Organize Automations with Folders?

In the next window, confirm the removal by clicking "Yes, remove it.”