How to Navigate and Customize the Side Menu Bar in Lawcus

The Side Menu Bar in Lawcus provides quick and easy access to the platform's main modules, applications, and frequently used features. It also allows you to personalize your workspace by accessing favorite and recent matters, adding frequently used links, and setting up quick actions.
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The Side Menu Bar is located on the left side of your Lawcus account and is divided into different sections to help you navigate the platform efficiently.
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This article explains each section of the Side Menu Bar and how to use it.
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The Main Navigation Menu provides access to the core modules in Lawcus. Each module is represented by an icon and a name, making it easy to identify and navigate to the required section.

The following modules are available in the Side Menu Bar:
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The Home section takes you to your Lawcus dashboard, where you can view important information, updates, and an overview of your work.
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The Tasks section allows you to create, view, assign, and manage tasks. You can track deadlines, monitor task progress, and organize your daily work.
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The Calendar section allows you to view and manage your schedule, including appointments, meetings, events, and other calendar activities.
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The Contacts section provides access to your firm's contact records. You can create, view, and manage individual and company contacts along with their related information.
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The Leads section allows you to manage potential clients and track their progress through the lead management process, from initial inquiry to conversion.
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The Matters section provides access to your firm's legal matters. You can view and manage matter details, related contacts, documents, tasks, activities, and other matter-related information.
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The Activities section allows you to record and manage time entries and expenses associated with your work and matters.
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The Billing section provides access to billing-related features, including invoices, payments, and other financial records.
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The Automation section allows you to create and manage workflows that automate repetitive tasks and processes within Lawcus.
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The Interactions section allows you to access and manage communication records and interactions associated with your firm's work.
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The Reports section allows you to generate, view, and analyze reports based on your firm's data.

Below the Main Navigation Menu, you will find the Apps section.

This section provides access to additional applications available within Lawcus.

The Insights option is displayed below the Apps section and is represented by a multicolored bar chart icon.
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Insights provides access to visual dashboards and analytics that help you monitor important information about your work and firm performance.
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Depending on your permissions, you may be able to access insights related to tasks, matters, time tracking, billing, and other areas of Lawcus.
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Click Insights to access the available dashboards and review the relevant information.
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The Recent & Fav Matters section provides quick access to matters you frequently work on or have recently visited.
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Instead of navigating to the Matters module and searching for a matter, you can access it directly from this section.
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The section includes two tabs:

The Favorite tab is represented by a yellow star icon and displays matters you have marked as favorites.

To access your favorite matters:

For example, in the screenshot, the matter "last, add - ep" is displayed under the Favorite tab.
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The Recent tab is represented by a history icon and displays matters you have recently accessed.

To view your recent matters:

You can switch between the Favorite and Recent tabs at any time.

To hide or display this section, click the downward arrow next to Recent & Fav Matters.
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The Links section allows you to add frequently used internal or external links to your Side Menu Bar for easy access.
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This helps you keep important resources and websites accessible without having to search for them every time.
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Once added, the link will appear under the Links section.

You can click the saved link whenever you need to access that resource.

Example: You can add links to frequently used resources such as internal company pages, external websites, or other important tools.
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The Quick Actions section allows you to add shortcuts to actions you frequently perform in Lawcus.
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This helps reduce the number of steps required to access commonly used functions.

Once added, the selected action will appear under Quick Actions.

You can then access the action directly from the Side Menu Bar instead of navigating through different modules.

At the bottom of the Side Menu Bar, you will find the Settings icon, represented by a gear.

You can customize your Lawcus Side Menu Bar by rearranging sections, showing or hiding sections, and changing how matters are displayed.
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To get started, click the gear icon at the bottom of the Side Menu Bar to open Navigation Bar Customization.
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The Reorder Sections tab allows you to customize the following sections:

To customize:

The Matter Format tab allows you to customize how matters are displayed in the Recent & Fav Matters section of the Side Menu Bar.

You can choose from four display options:

Lawcus allows you to collapse the Side Menu Bar to provide more space for the main content area.

The Collapse option is located at the bottom of the Side Menu Bar, next to the Settings icon.
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This option is useful when working with reports, tables, matter details, or other pages where additional screen space is helpful.

The Lawcus Side Menu Bar is designed to help you access important features and information quickly. You can personalize your navigation experience by:

With these options, you can organize your Side Menu Bar according to your daily workflow