Lawcus is a comprehensive and innovative practice management system designed for law firms of all sizes. It is built on a secure cloud-based platform, ensuring your data is always safe and accessible. With Lawcus, you can streamline your workflow, improve productivity and efficiency, and increase revenue.
Key features of Lawcus
Advanced no-code automation for complex tasks
Built-in CRM and client intake
Online payment, tasks, and appointments management
Time tracking, invoicing, and billing
Trust Accounting
Kanban boards for efficiency visualization
This guide will take you through the steps to get started with Lawcus and maximize its features.
Get familiar with the Lawcus interface and key features before setting up your account. Watch the video below for a quick overview of Lawcus and how to navigate the platform.
Watch the video: Getting Started with Lawcus – Overview of the Lawcus Interface
Tip: We recommend completing the setup steps in the order below before adding a large amount of live data. This will help ensure that your account is organized and ready for your team's day-to-day work.
Get Familiar with Lawcus
Before setting up your account, take a few minutes to explore the Lawcus interface.
The main navigation gives you access to the areas you will use most frequently:
Dashboard – Get an overview of your firm's activity and important information.
Contacts – Manage clients and other contacts.
Leads – Track prospective clients and manage your intake process.
Matters – Manage your cases and matter-related information.
Tasks – Create, assign, and track work.
Calendar – Manage events, meetings, and appointments.
Activities – Track time, expenses, and other activities.
Invoices – Create and manage invoices and billing records.
Accounts – Manage financial accounts and transactions.
Reports – Access reports and insights from your Lawcus data.
Workflows – Automate repetitive processes.
Quick-Access Tools
You can also use:
+ Add – Quickly create contacts, leads, matters, tasks, events, activities, invoices, and other records.
Search – Quickly find records and information across Lawcus.
Timer – Record time while you work.
Notifications – Stay updated on important activity.
Chat – Contact the Lawcus Support team when you need assistance.
Your Avatar menu gives you access to your profile, settings, organization management, integrations, subscription, and Help Center.
Set Up Your Firm
Once you are familiar with the workspace, start by configuring your firm's basic information.
To configure your firm information, go to:
Avatar > Settings > Firm Settings > Company Info
Add your firm's basic information, including:
Firm name
Firm logo
Contact information
Other relevant company details
Language
Currency
Date format
Naming preferences
Your firm information may be used throughout Lawcus, including in areas such as communications and billing. These settings help ensure Lawcus is configured to match how your firm operates.
Customize Lawcus to Match Your Firm
Customize Lawcus to match your firm's processes. Focus on the settings your team needs most, such as:
Custom Fields – Capture additional Contact and Matter information.
Practice Areas – Organize matters and workflows by practice area.
Tags – Organize and filter records.
Relation Types – Define relationships between contacts and matters.
Matter Locations – Add relevant matter locations.
Activity Categories – Organize time and expense entries.
Document Templates – Create documents using your firm's templates.
Client Portal – Configure the portal for client communication and collaboration.
Tip: Start with the essentials and add more customizations as your team gets familiar with Lawcus.
Learn more: Customizing Lawcus – Custom Fields, Practice Areas, Tags, Document Templates, and Other Settings
Complete Your Personal Profile
Each team member should review their personal settings before getting started.
Go to:
Avatar > Settings > Profile Settings
Depending on your account, you may be able to configure:
Name and email address
Time zone
Password
Email signature
Notification preferences
Two-Factor Authentication (2FA)
Practice rate and target
Learn more: How to Manage Your Profile Settings in Lawcus
Configure Your Billing Settings
If your firm uses Lawcus for time tracking and invoicing, configure your billing settings before creating your first invoice.
Go to:
Avatar > Settings > Billing Settings
Review the settings relevant to your firm, including:
Depending on your account, you may be able to configure:
Activity Settings
UTBMS Codes
Custom Hourly Rates
Taxes
Invoice Templates
Invoice Workflow
Set Up Your Team and Permissions
Once your firm's basic settings are ready, invite your teammates to Lawcus.
Go to: Avatar > Manage Your Organization
From here, administrators can:
Invite team members
Assign roles
Configure permissions
Create user groups
Add job titles
Manage user access
Set Up Your Matter Pipelines
Pipelines help you organize matters and visualize where each matter is in your firm's process.
You can create different pipelines for different practice areas and add stages that represent each step in your process.
For example:
Personal Injury
New Lead → Consultation → Retained → Discovery → Settlement → Closed
Family Law
New Lead → Consultation → Retained → Filing → Hearing → Closed
Connect Your Integrations
Integrations allow Lawcus to work alongside the other tools your firm uses.
Go to:
Avatar > Settings > Apps & Integrations
Review the available integrations and connect only the services your firm needs.
Common integration categories include:
Accounting
Quickbooks
Xero
Tip: After connecting an integration, run a quick test to make sure the connection and synchronization work as expected.
Import Your Existing Data
If you are moving to Lawcus from another system, you can import your existing data using the available import options.
Important: If you need assistance with data migration, please reach out to support@lawcus.com. Our team can handle the migration for you for an additional fee.
Start Using the Core Lawcus Features
Once your account is configured, you're ready to start working in Lawcus.
You do not need to learn every feature at once. Start with the areas your team uses most frequently.
Contacts
Store and manage client and professional contact information.
Learn more: Managing Contacts in Lawcus
Leads
Track prospective clients from initial inquiry through the intake process.
Learn more: Managing Leads and Lead Intake in Lawcus
Matters
Keep your case information, activities, tasks, documents, and related records organized in one place.
Learn more: Managing Matters in Lawcus
Tasks
Create, assign, and track work across your team.
Learn more: Managing Tasks in Lawcus
Calendar & Events
Schedule and manage meetings, appointments, deadlines, and other events.
Learn more: Managing Events in Lawcus
Activities
Track time, expenses, and other activities associated with your matters.
Learn more: Time Entry, Expense Entry, Flat fee.
Invoices
Create and manage invoices and billing-related records.
Learn more: Creating and Managing Invoices in Lawcus
Accounts
Manage supported financial and trust-related transactions.
Learn more: Create and Manage Accounts in Lawcus
Workflows
Automate repetitive processes and keep your firm's workflows consistent.
Learn more: Getting Started with Workflows in Lawcus
Once your essential settings are configured and your setup has been tested, your team is ready to start using Lawcus.
You can continue customizing Lawcus as your firm becomes more familiar with the platform. There is no need to configure every feature on day one.
Summary
A successful Lawcus setup starts with the essentials: configure your firm, personalize your account, set up your team and permissions, customize your workflows, and connect the tools your firm already uses.
Once your foundation is ready, import your data, test your setup, and introduce your team to the Lawcus features they will use most.
If you have more questions, you can use the Chat Icon on the platform or reach out to support@lawcus.com.