Lawcus

In Lawcus, pipelines are a great way to organize and track your matters. Let's understand, how to manage them efficiently.

Access the <code>Matters Section</code> on the left and click on <code>More Actions</code>.

Select <code>Create a New Pipeline</code> from the dropdown, and add the <code>Name</code> under <code>New pipeline name field</code> and click on the <code>Create</code> button to create directly.

Alternatively, under <code>More Actions</code>, select <code>Manage Pipelines</code> and add the <code>Name</code> under <code>Enter to add pipeline field</code> and click on <code>Save</code>. Click on the <code>Desired Pipeline</code> on the top and start adding stages by clicking on <code>+Add New Stage</code>, enter the stage name, and click on <code>Add</code> to complete.

Further, alternatively, click on <code>User Avatar</code> and select <code>Settings</code>. Expand <code>Firm Settings</code> and click on <code>Manage Pipeline</code> and add the Name under <code>Enter to add pipeline field</code> and click on <code>Save</code>. It will ask you to add the <code>Stages</code>. Add all the stages by clicking on <code>+Add New Stage</code>, enter the stage name, and click on <code>Add</code> to complete.

1. Access the <code>Matters Section</code> on the left and click on <code>More Actions</code>.
2. Select <code>Create a New Pipeline</code> from the dropdown, and add the <code>Name</code> under <code>New pipeline name field</code> and click on the <code>Create</code> button to create directly.
3. Alternatively, under <code>More Actions</code>, select <code>Manage Pipelines</code> and add the <code>Name</code> under <code>Enter to add pipeline field</code> and click on <code>Save</code>. Click on the <code>Desired Pipeline</code> on the top and start adding stages by clicking on <code>+Add New Stage</code>, enter the stage name, and click on <code>Add</code> to complete.

4. Further, alternatively, click on <code>User Avatar</code> and select <code>Settings</code>. Expand <code>Firm Settings</code> and click on <code>Manage Pipeline</code> and add the Name under <code>Enter to add pipeline field</code> and click on <code>Save</code>. It will ask you to add the <code>Stages</code>. Add all the stages by clicking on <code>+Add New Stage</code>, enter the stage name, and click on <code>Add</code> to complete.

On the <code>Matters Page</code>, you can <code>click on any Pipeline</code> and then click on <code>+Add New Stage</code> to add any additional stages.

Click on <code>Matters</code> on the left, and select the <code>More Actions Button</code> and click on the <code>Manage Pipelines option</code>.

Alternatively, click on your <code>User Avatar</code> and select <code>Settings</code>. Expand <code>Firm Settings</code> and select the <code>Manage Pipelines</code> option.

Click on the <code>Edit Icon</code> next to the pipeline name.

Make all necessary changes and click on the <code>Update</code> button.

1. Click on <code>Matters</code> on the left, and select the <code>More Actions Button</code> and click on the <code>Manage Pipelines option</code>.
2. Alternatively, click on your <code>User Avatar</code> and select <code>Settings</code>. Expand <code>Firm Settings</code> and select the <code>Manage Pipelines</code> option.
3. Click on the <code>Edit Icon</code> next to the pipeline name.
4. Make all necessary changes and click on the <code>Update</code> button.

Click on the <code>Trash Icon</code> to <code>Delete</code> and <code>Confirm </code>when prompted to complete the process.

1. Click on <code>Matters</code> on the left, and select the <code>More Actions Button</code> and click on the <code>Manage Pipelines option</code>.
2. Alternatively, click on your <code>User Avatar</code> and select <code>Settings</code>. Expand <code>Firm Settings</code> and select the <code>Manage Pipelines</code> option.
3. Click on the <code>Trash Icon</code> to <code>Delete</code> and <code>Confirm </code>when prompted to complete the process.

Remember, if you have an active matter attached to a pipeline, you cannot delete that pipeline.

Note: Remember that adding a new pipeline does not automatically assign it to any matters. You will need to manually assign the pipeline to individual matters or configure automation rules to handle the pipeline assignments automatically.

Steps to add and manage pipelines to organize and track your matters efficiently.

Steps to Add a New Pipeline

Steps to Edit or Update a Pipeline

Steps to Delete a Pipeline