If you work in multiple practice areas, Lawcus helps you keep things organized by setting up certain defaults. The defaults that you have set above will apply to both existing matters and subsequent matters in the selected practice area.
The default settings you can set-up for each practice area include:
Members: Select the names of team members who will work in that practice area.
Document Folders: Specify separate folders to store the documents of each practice area.
Estimated matter value: Specify an estimated total cost of matters under the practice area.
Billing type: Set out the default billing type for matters under the particular practice area
Custom Field Groups: Select the custom field groups for the practice area (if any)
Defining default settings for practice areas
To define default folder and member assignees for your practice areas:
Tap the avatar image, then click
Firm Settings, then click
Practice Area Defaults
Choose a desired practice area, then specify its default settings, then click
Save default settingsto wrap-up the process