Bulk Update allows you to make the same change across multiple records at once, eliminating the need to open and edit each record individually. Whether you’re updating tasks after a court date changes, assigning a new team member, retagging contacts, or updating matters, Bulk Update helps you complete repetitive work in just a few clicks.
Bulk Update is available across multiple areas of Lawcus and applies the same action to all selected records while respecting your permissions.
Watch the video below for a complete walkthrough of how Bulk Update works across Lawcus. You’ll learn how to select multiple records, update them in a single action, manage tasks, contacts, leads, matters, activities, and invoices, and see real-world examples like shifting task deadlines, assigning teammates, and updating retainers.
"For a complete visual walkthrough of bulk update, watch the video below:
https://www.youtube.com/watch?v=dDaAKL89kG4"
Supported Modules
Bulk Update is available across the following modules in Lawcus:
Tasks - Update task details such as status, assignees, due dates, tags, and more.
Contacts - Manage lead sources, referrals, tags, and other contact information in bulk.
Leads - Update stages, timekeepers, members, tags, hiring status, and more.
Matters - Manage dates, members, tags, privacy, retainers, and other matter details.
Activities - Update multiple time entries, expenses, and flat fees in a single action.
Invoices - Perform existing invoice actions on multiple invoices simultaneously.
Each module provides bulk actions that are relevant to the records you’re working with. Select the guide above for detailed instructions, available fields, permissions, and module-specific behavior.
How Bulk Update Works
Using Bulk Update follows the same process across all supported modules.
Open the module you want to update.
Select the records using the checkboxes.
The Bulk Action Bar appears at the bottom of the page.
Choose the field or action you want to perform.
Select the new value or complete the action.
Review and confirm the changes.
The available actions vary depending on the module.