The Top Information Bar allows Lawcus administrators to control which information users see first when opening a Matter, Lead, or Contact record.
Instead of relying on a fixed layout, firms can now customize this section to display the fields that are most important to their workflow. This helps users quickly access key information without navigating through multiple sections of a record.
Configuring Top Bar From Matter/Lead/Contact Page
Administrators can customize the Top Information Bar directly from the Matter, Lead, or Contact record.
To configure the configuration:
Open any Matter, Lead, or Contact.
Click the three-dot menu (⋮) in the top-right corner of the record.
Select Edit Top Fields.
The Top Bar Configuration window will open, allowing you to add, remove, and arrange the fields displayed in the record header.
The Top Information Bar supports both standard Lawcus fields and custom fields.
Examples of commonly displayed fields include:
Matter fields
Client fields
Custom fields
1. Preview: It displays how the customized Top Information Bar will appear on the Matter, Lead, or Contact record. As fields are added or removed, the preview updates automatically, allowing administrators to review the layout before applying changes.
2. Add Fields: The Add Fields option allows administrators to select which fields should be displayed in the Top Information Bar.For Matters and Leads, both record fields and related client fields can be added. Standard Lawcus fields as well as custom fields are supported, giving firms the flexibility to display information that is most relevant to them.
3. Show Client Fields: Allows to display client information directly within matter and lead records. This can be especially useful for displaying information such as:Client Name
Email Address
Phone Number
Company Information
Custom Contact Fields
When configuring client fields, Lawcus supports different field selections based on the client type.
Admins can choose separate fields for:
Person
Company
This helps ensure that only relevant information is displayed and keeps the header organized.
4. Use Secondary Row: If additional information needs to be displayed, administrators can enable the Use Secondary Row option.This adds a second row beneath the primary Top Information Bar, providing extra space for important fields while keeping the primary row clean and easy to read. The Secondary Row is useful for firms that want to display more information without overcrowding the main header section.
Configuring Top Bar From Settings
To configure the top bar:
Go to Settings.
Select Firm Settings.
Open Formatting Rules.
Locate the Matter Top Fields, Lead Top Fields, and Contact Top Fields sections.
Customize the Matter Top Bar
For Matters, you can display information such as:
Client Name
Matter Details
Custom Fields
Related Contact Name
Select the fields that you want to appear in the Matter top bar.
Customize the Lead Top Bar
The Lead top bar can also be customized using information such as:
Client Name
Lead Details
Custom Fields
Related Contact Name
Choose the fields that are most useful for your lead management workflow.
Customize the Contact Top Bar
For Contacts, you can display key information such as:
Name
Email
Phone
Address
Custom Fields
Lead Source
Referred By
This helps your team quickly access important contact information without opening additional sections.
Customize the Top Bar by Practice Area
You can also create different top bar configurations for Matters and Leads based on their Practice Area, instead of using the same top bar for every record.
For instructions, see Personalize the Top Bar by Practice Area.
Benefits of Top Bar Customization
Customizing the Top Information Bar helps firms:
Surface critical information immediately
Reduce navigation between records
Improve user efficiency
Display firm-specific custom fields
Create a workflow tailored to the firm’s needs
Keep important Matter, Lead, and Contact details visible at all times
Summary
The Top Information Bar gives Lawcus administrators greater flexibility in how information is presented throughout the platform.
By choosing which fields appear at the top of Matter, Lead, and Contact records—including custom fields and related client information—firms can create a more efficient and personalized user experience for their team.