In Lawcus, pipelines are a great way to organize and track your matters. Let's understand how to manage them efficiently.
Steps to Add a New Pipeline
Access the
Matters Sectionon the left and click onMore Actions.Select
Create a New Pipelinefrom the dropdown, and add theNameunderNew pipeline name fieldand click on theCreatebutton to create directly.Alternatively, under
More Actions, selectManage Pipelinesand add theNameunder theEnter to add pipeline fieldand click onSave. Click on theDesired Pipelineat the top and start adding stages by clicking on+Add New Stage, enter the stage name, and click onAddto complete.
Alternatively, click on your User
Avatarand selectSettings. Expand Firm Settings, click onPractice Configuration, then open thePipelinestab. Enter the pipeline name under Enter Name and click Add Pipeline.
On the Matters Page, you can click on any Pipeline and then click on +Add New Stage to add any additional stages.
Steps to Edit or Update a Pipeline
Click on
Matterson the left, and select theMore Actions Buttonand click on theManage Pipelines option.Alternatively, click on your
User Avatarand selectSettings. ExpandFirm Settingsclick onPractice Configurationand select theManage Pipelinesoption.Click on the
Edit Iconnext to the pipeline name.
Make all necessary changes and click on the
Updatebutton.
Steps to Delete a Pipeline
Click on
Matterson the left, and select theMore Actions Buttonand click on theManage Pipelines option.Alternatively, click on your
User Avatarand selectSettings. ExpandFirm Settingsclick onPractice Configurationand select theManage Pipelinesoption.Click on the
Trash IcontoDeleteandConfirmwhen 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.