Overview
Automating trust and credit requests in Lawcus helps reduce manual work and ensures accuracy. With Workflows, requests can be generated automatically based on specific triggers, keeping your firm’s financial processes efficient and consistent.
Step 1: Navigate to Workflows
Go to the
Automationtab in LawcusSelect
Workflowsfrom the left-side panelClick
+ New Workflow
This is where you will configure your automation.
Step 2: Choose a Trigger
Triggers define when the workflow will run.
Select a trigger event based on your firm’s process, such as:
When a Matter is Created
When a Matter Stage is Changed
When a Task is Completed
The trigger ensures that your trust or credit request is generated at the right moment.
Step 3: Add an Action
Once the trigger is set:
Click
Add ActionChoose
Create Trust/Credit Request(depending on your use case)
This action tells Lawcus what should happen when the workflow is triggered.
Step 4: Configure Request Details
In the action setup panel, define the required details:
Select the
Billing Contactand thematterEnter the
Requested Amount(fixed value or number type custom field)Add a
Description or Note(e.g., Initial Retainer or Replenish Balance)
For credit requests, similar fields can be configured based on your accounting setup.
Step 5: Save and Activate
After configuring your workflow:
Review all settings carefully
Click
SaveThen click
ActivateandUpdate.
To learn more about how to generate a trust request, please click this link: Here
To learn more about credit requests, please click this link: Here
You can add as many actions as needed after/before creating the credit or trust request, depending on your workflow requirements.
For example, you can set up a reminder for yourself, create a task, send emails with the requests
This helps you build a more complete and automated process around your requests.