Lawcus helps you stay organized by setting certain defaults if you work in multiple practice areas. The defaults you set will apply to both existing matters and subsequent matters in the selected practice area.
Items part of Practice Area Defaults
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 or any other defaults:
Click on the
Avatar Image, then clickSettings.Open
Firm Settings, then clickPractice Area Defaults.Choose a
Desired Practice Areaby clicking on it, then specify the default settings, and then clickSave default settingsto wrap up the process
Note: Start typing to search or add the default settings before saving it.
That is all! Note that if your practice areas are not defined, follow this article to manage your practice areas efficiently.