Effortlessly organize all matter details in one place with Lawcus, just like maintaining a dossier in the real world. To access and manage all the essential information related to a particular matter in Lawcus, follow these simple steps:
Click on "Matters" in the sidebar menu to open the Matters screen.
In the Pipeline view, click on the Matter Card of Interest. Click on the name of the matter if it is in List View.
The Matter Details screen will be displayed, providing an overview of the matter.
A. In this section, you will find the name of the matter and an edit icon, allowing you to make any necessary changes to the entry. Additionally, you can mark a matter as starred by clicking on the star.
Starred matters will be conveniently listed at the top of the Favorite Matters list in the left sidebar.
B. Tabs for Detailed Information: The Matter Details screen consists of various tabs to access specific details of the matter:
Info: View general details of the matter.
Tasks: Access a list of tasks associated with the matter.
Files: View files exchanged with the client.
Calendar: Access information about meetings with the client.
Time: View details of time spent on the matter.
Expenses: View details of expenses related to the matter.
Flat Fees: Access details of any charged flat fees.
Invoices: View a list of invoices related to the matter.
Transactions: Access other transactions related to the matter, such as Deposit entries.
C. Matter Information: This section contains essential information, such as the matter's name, estimated value, and the names of the originating and responsible attorneys.
D. Activity History: Details of all your activities or interactions with the client.
E. Use this area to add:
Add Notes about the matter or client
Add notes about a Meeting
Add a record of a Fact
Add details of an issue related the client or matter
Add a Phone log entry
Add an Email log entry
F. Visibility Settings: You can set the visibility of the matter to control who can access it.
G. Close the Matter Details: Click this option to close the Matter Details screen and return to the previous screen.
H. Quick Actions panel: Use the Quick Actions panel to perform the following actions with this matter entry quickly:
Changes to the matter.
Changing visibility.
Marking the matter as closed.
Deleting the matter.
Adding details of time spent on the matter, or keeping track of time spent on some activity.
Adding details of a matter-related expense.
Adding details of any flat fee charged.
Sending intake forms.
Applying workflows.
I. Financial information: This panel contains a summary of the matter-related financial information, including the estimated matter value, outstanding balances, and un-invoiced amounts. You can also directly create an invoice, and request funds from this panel.
J. Client and Contacts Panel: The Client and Contacts panel is at the bottom right corner of the Matter Details screen. It displays the client's name and the names of the billing contact and relatives (if entered into the system).
By using these features, Lawcus enables you to efficiently manage and access all the necessary details related to a specific matter, streamlining your legal practice and improving client communication and service.