Understanding Contact Views in Lawcus: All Contacts, Clients, and Potential Clients

The Contacts page in Lawcus helps you organize and manage different types of contacts efficiently. Contacts are grouped into separate views such as All Contacts, Clients, and Potential Clients, making it easier to track relationships, manage communication, and maintain accurate records. This guide explains the purpose of each contact view and how they can be used within Lawcus
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A Contact is any individual or organization stored in your Lawcus account. Contacts serve as the foundation for matters, communications, billing, and relationship management. This can include:

In Lawcus, contacts and leads are organized into different views to help you manage your data efficiently. These views allow you to separate general contacts, potential clients, and active clients for better workflow management.

There are three main views in Lawcus:

Each view serves a specific purpose, explained below.
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All Contacts is a complete list of every contact stored in your system.

This includes:

This view is useful when you want to search or manage all contacts in one place, regardless of their status.

Potential Clients in Lawcus represent leads — individuals or organizations who may become clients in the future.

You can create a potential client by:

Key points:

In simple terms, Potential clients are prospects who may turn into clients later.

A Client in Lawcus, refers to a contact that you are actively working with.

Clients are typically:

In Lawcus, contacts can be created in two forms:
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A Person contact represents an individual.

Examples:

A Company contact represents an organization or business.

Examples:

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