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How to Locate Notes and Interactions in a Matter or Lead Using Lawcus?

Effortlessly find notes & interactions in Lawcus with the powerful search bar.

Written by Devanshi Kackar

Lawcus makes it easy to find notes and interactions within a matter using the built-in search and filtering options. Whether you’re looking for a specific note, email, text message, phone log, or secure message, you can quickly narrow down the information you need.
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Locating and Searching Notes

Notes logged to a Matter or Lead can be searched and accessed directly from the main activity feed.

  1. Click Matters or Leads in the left sidebar menu and select your desired record.

  2. Under the default Info tab, locate the Search notes bar within the activity section.

  3. Type relevant keywords to display matching notes. Clear the search text to revert to the full activity list.

Locating and Managing Interactions

While recent emails automatically appear in the central Info tab activity feed, the dedicated Interactions tab provides complete visibility and management of all case communications.
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1. Viewing and Filtering Interactions

  • Open the Matter or Lead and click the Interactions tab from the top menu.

  • Filter by Type: Use the top bar to toggle between All, Emails, Text Messages, Secure Messages, or Phone Logs, or use the Search bar on the top right.

  • Filter by Teammate: Use the left sidebar menu (Inbox, Starred, Archived, Unassigned, or Team Inboxes) to view communications assigned to specific section or team members.

2. Creating New Communications (Compose)

  • Click the + Compose button at the top-left of the Interactions screen.

  • Select an action from the drop-down menu:

    • New Email: Write and send an email directly attached to the record.

    • Secure Message: Send an encrypted portal message to the client.

    • Phone Log: Log incoming or outgoing call details.

    • Text Message: Send an SMS directly from Lawcus (requires two-way texting to be enabled on your account).

Tip: To revert to the complete list of entries, simply clear the search box by deleting the text.

Tips for Efficient Searching:

  • Use Relevant Keywords: To get the most accurate results, input keywords that are specific to the information you are trying to find.

  • Be Precise: If you're dealing with many interactions, use unique phrases or details to locate the desired note quickly.

  • Use Filters: Depending on your requirements, you can also apply additional filters to refine your search even further.

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