In Lawcus, pipelines are a great way to organize and track the progress of your matters. This article will guide you through the steps to add a new pipeline to your Lawcus account. Follow the instructions below to get started:
Access the Matters Section: On the left sidebar of your Lawcus dashboard, locate and click on the "Matters" tab.
Click on "More Actions" from the top bar menu.
Select "Create a New Pipeline" from the dropdown menu.
Input Pipeline Name: You will see a text field where you can enter the name of your new pipeline. Choose a descriptive and relevant name for your pipeline that reflects its purpose or stage in your workflow.
Click on "Create" to save the Pipeline: Lawcus will now create the new pipeline and add it to your account.
Congratulations! You have successfully added a new pipeline to your Lawcus account. Now you can use this pipeline to organize and track the progress of your matters more effectively. If needed, you can repeat these steps to create additional pipelines as per your requirements.
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. For further assistance or more advanced pipeline management features, please refer to the Lawcus documentation or contact our support team.