When you log in to Lawcus, the first screen you will see is the Lawcus Dashboard, which is divided into three main areas:

Let's explore each of these areas in detail:

- Accessing account settings

- Exploring the knowledge base, which contains help articles and tutorials

- Viewing your current subscription plan and details

- Creating and managing your teams

- Logging out from your account

Note: If you have set up a profile picture such as your photograph or your firm logo, it will be displayed in the avatar icon. Otherwise, the icon will display the initial of your first name.

Located to the left of the screen, the Sidebar Menu allows you to access different functionalities of the Lawcus software. The foremost options on the sidebar menu provide access to various features. At the bottom of the sidebar menu, you will find a list of the most recent matters you have worked on in Lawcus, tagged as "Favorite matters." Starred matters appear at the top of the list. To view all matters, click on "Show recent matters."

The Main Window provides a quick overview of your practice and consists of several panels that give you insights into your practice's performance.

Note: You can use the date range drop-down list to select the period for the graphs that appear in these panels and Lawcus will show data for the selected period. You can select any of the following periods:

You can either type the dates in mm/dd/yyyy format, or select the dates using the calendar icons.

Let's explore each of these panels:

Lawcus can integrate with Google Calendar, Outlook, and the Office 365 Calendar. If you have set up integration between Lawcus and your calendar, the Today's Agenda panel will display a list of all tasks or events scheduled for the current day. This panel also lists all events/tasks created within Lawcus. Click on "View all" icon to see the complete list.

The Lead Trends panel provides an overview of your success in converting leads into matters. It combines the Leads Added, Conversion Rate, and Pipeline Value panels.

A. This section shows you:

B. This section displays the Conversion Rate, which is the number of converted leads divided by the number of new leads in the selected date range.

C. This section shows you:

Note: Hovering over any data point in the graph shows you the values on that particular day. For example, in the following screenshot, we can see that on 09/22, we added one new lead, and converted two leads into clients (remember, conversions are based on the total number of leads in the pipeline); thus, we have a conversion rate of 200%.

D. From the drop-down list, you can select to view the data by Week or Month.

E. Click on the View All icon to see an expanded view of the graph.

Click the Cancel button to return to the normal view.

This panel provides valuable insights into your Conversion Rate for the selected period. It presents the data in two formats: a line graph and a breakdown based on Lead Source or Practice Area. Each breakdown category showcases the number of conversions and their corresponding dollar value.

Pro Tip: Hover your pointer over any data point on the graph to instantly view Conversion values for that specific day.

A. Utilize the drop-down list to customize your view by selecting Week or Month and filtering by Lead Source or Practice Area.

B. The number of conversions is interactive and acts as a link. By clicking on it, Lawcus will delve deeper into the data, revealing the names of the leads that were converted.

Furthermore, the lead names themselves are clickable links. Upon clicking a lead name, Lawcus takes you even further down the hierarchy, presenting the Lead Details screen for that specific lead. To return to the Dashboard, click the Close button located at the top-right corner of the Lead Details screen. (Refer to the "Viewing your Leads" for more information on the Lead Details screen.)

C. In cases where the panel contains extensive data, Lawcus provides a link at the bottom to display an expanded view. Clicking the link opens an expanded panel for a more comprehensive overview.
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D. By selecting the View All icon, you can access a detailed, expanded view of the graph.

Click the Cancel button to exit the current view and return to the normal display.

This panel shows the total value of all leads added in the pipeline for the selected period. It shows you the data as a line graph and also as break-up of that data (by Lead Source or by Practice Area). For each break-up category, it shows you the dollar value of the leads in that category.

Note: If you move the pointer over any data point in the graph, Lawcus shows you the values on that particular day.

A. From this drop-down list, you can select whether you want to see the data by Week or by Month and by Lead Source or by Practice Area.
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B. The dollar value is a link, and if you click on the link, Lawcus drills-down into the data and shows you the names of the leads.
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The lead names too are links, and if you click on a lead name Lawcus drills further down and shows you the Lead Details screen for that lead.
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​Tip: Click on the Close button at the top-right of the Lead Details screen to return to the Dashboard. (See Viewing your Leads for more information on the Lead Details screen.)
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If you do not want to drill-down to the Lead Details screen, click anywhere outside the box showing the leads to return to the previous screen.
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C. If there is more data than will fit in the panel, Lawcus displays a link at the bottom of the panel. Click on the link to open the expanded view of the panel.
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D. Click on the View All icon () to see an expanded view of the graph.

Click the Cancel button to return to the normal view.

This panel shows the leads added to the pipeline in the selected period. It shows you the data as a line graph and also as break-up of that data (by Lead Source or by Practice Area). For each break-up category, it shows you the number of leads in that category, and the percentage value of the category when compared with all the other categories.

Note: If you move the pointer over any data point in the graph, Lawcus shows you the values on that particular day.

A. From this drop-down list, you can select whether you want to see the data by Week or by Month and by Lead Source or by Practice Area.
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B. Each row is a link, and if you click on the link, Lawcus drills-down into the data and shows you the names of the leads.
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The lead names too are links, and if you click on a lead name Lawcus drills further down and shows you the Lead Details screen for that lead.
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​Tip: Click on the Close button at the top-right of the Lead Details screen to return to the Dashboard. (See Viewing your Leads for more information on the Lead Details screen.)
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If you do not want to drill-down to the Lead Details screen, click anywhere outside the box showing the leads to return to the previous screen.
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C. If there is more data than will fit in the panel, Lawcus displays a link at the bottom of the panel. Click on the link to open the expanded view of the panel.

D. Click on the View All icon () to see an expanded view of the graph.

Click the Cancel button to return to the normal view.

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Note: This graph is not based on the date range selected above.

This panel shows you how close or far you are from your targets.

Note: The target values shown in this panel are based on what is set in the User Settings: Practice Rate & Target screen. See documentation for more information on setting your hourly rate and annual billing targets.

A. Click on these links to see your Year-to-date (Ytd), Month-to-date (Mtd), Week-to-date (Wtd), and the current day’s (Tdy) performance.

B. Shows you the number of hours worked as against your target number of hours.
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​Note: Lawcus calculates your Hours Target value based on your hourly rate and your billing target. For example, if your annual billing target is $200,000 and your hourly rate is $400, Lawcus calculates the Hours Target as $200,000 ÷ $400 = $500/hour. (Lawcus divides these target values by the number of months (12), weeks (52), or number of working days (as defined in the User Settings: Practice Rate & Target screen), when you select Mtd, Wtd or Tdy, respectively. )

C. Shows you your actual earnings (based on your invoicing) as against your target.

Billable Performance Metrics

This section provides in-depth insights about billable entries and their associated performance metrics. It's designed to give you a clear understanding of how your billable work is performing.

A. Analyzing Different Time Frames: You'll find links here that allow you to explore various time frames: Year-to-date (Ytd), Month-to-date (Mtd), Week-to-date (Wtd), and the current day (Tdy). These options enable you to examine your billable performance over different periods, giving you a comprehensive overview of how you're doing.

B. Comparing Actual vs. Targeted Billable Hours: This section presents a comparison between the total billable hours you've recorded and the hours you were aiming for based on your targets. Your billable rate and annual hours target are crucial in determining what we call the "Billable Hours Target." Additionally, for the Month-to-date (Mtd), Week-to-date (Wtd), or Today (Tdy) selections, these target values are adjusted to match the corresponding time spans. This way, the system considers the specifics of your chosen time frame.

C. Evaluating Actual Billable Earnings Against Target: In this segment, you'll see how your actual billable earnings, as reflected in your invoices, compare to your predetermined target. This gives you a clear picture of how well your financial performance matches your intended goals. By directly comparing your earnings against your target, you can quickly gauge whether you're on track to meet your financial objectives.

Note: Your personalized settings, including your billable rate and annual hours target, influence the values you see here. To configure these settings, refer to the detailed instructions in the documentation. These settings are pivotal in ensuring that the insights and calculations provided in this panel are accurate and tailored to your specific situation.

Note: This graph is not based on the date range selected above.

This panel shows your total outstandings. It also gives you a break-up of the amount, i.e., how much is pending where you’ve recently issued invoices for which you have not yet received the payment (“Awaiting Payment”) and how much has been pending for more than a due date (“Overdue”).

This panel shows the value of the Work in Progress (WIP). WIP refers to work where either you have not yet created the invoice ("Uninvoiced Amount") or where you have created the invoice but have not yet marked it as Sent to Client ("Total in Draft")

Click on the Click to create an invoice link to directly create an invoice.

This panel shows the reasons for leads not being hired/converted in the selected date range, the number of leads lost for each reason, and the percentage value of the reason when compared with all the other reasons.

A. Each reason is a link. If you click on it, Lawcus displays the names of the Leads that were rejected for that reason.
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The lead names too are links, and if you click on a lead name Lawcus drills further down and shows you the Lead Details screen for that lead.
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​Tip: Click on the Close button at the top-right of the Lead Details screen to return to the Dashboard. (See Viewing your Leads for more information on the Lead Details screen.)
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If you do not want to drill-down to the Lead Details screen, click anywhere outside the box showing the leads to return to the previous screen.
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B. If there are more reasons than will fit in the panel, Lawcus will display a "more" link at the bottom of the panel. Click on this link to see the expanded view of this panel.

C. Alternatively, you can click on the View All () icon to open the Expanded view.

Click on the Cancel button to return to the Normal view.

This panel shows the top referrers for the selected date range, the number of leads referred, and the percentage value when compared to the total number of leads referred in that period.

A. Each referrer name is a link. If you click on it, Lawcus displays the names of the Leads that were referred by that person.
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The lead names too are links, and if you click on a lead name Lawcus drills further down and shows you the Lead Details screen for that lead.
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​Tip: Click on the Close button at the top-right of the Lead Details screen to return to the Dashboard. (See Viewing your Leads for more information on the Lead Details screen.)
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If you do not want to drill-down to the Lead Details screen, click anywhere outside the box showing the leads to return to the previous screen.
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B. If there are more referrers than will fit in the panel, Lawcus will display a "more" link at the bottom of the panel. Click on this link to see the expanded view of this panel.
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C. Alternatively, you can click on the View All () icon to open the Expanded view.

Click on the Cancel button to return to the Normal view.

Note: You can customize the view of your dashboard by hiding and/or resizing panels. See Customizing your Dashboard for more details.

You can also view important financial reports from the Dashboard. See Viewing Important Reports for more details.