Lawcus

Effective communication and accurate record-keeping are paramount in legal practice. This is especially true when talking with clients, colleagues, or other parties involved in legal matters. ​ Logging phone calls in Lawcus offers several benefits:

1. Efficient Record-Keeping
2. Clear Communication History
3. Improved Collaboration with teammates

Let's get started with the process of logging a phone call in Lawcus:

Click on <code>Interactions</code> from the left-side menu.

Click on <code>+ Compose Tab</code> and select <code>Phone Log</code> from the available options.

Fill in the applicable information on the <code>Form</code>.

1. <code>Client</code>: In this section, you can choose the contact associated with the client you recently spoke with.
2. <code>Matter-Lead</code>: Link the phone log to a specific case or matter within Lawcus for easy reference.
3. <code>Date</code>: Precisely record the date and time of your client interaction to maintain accurate records.
4. <code>Interaction Type</code>: When categorizing your client interaction, distinguish between <code>Outbound</code> (indicating you initiated the call) and <code>Inbound</code> (signifying that the client contacted you).
5. <code>Guests</code>: Select the relevant contacts and team members who participated in the call.
6. <code>Duration</code>: You can manually input the call's duration or use the timer function, which automatically captures the duration. The timer starts when the call begins and stops when it concludes.
7. <code>Subject</code>: Provide a brief description of the purpose of the call.
8. <code>Body</code>: Include any important notes or key takeaways from the conversation.

After completing all the necessary fields, click <code>Create</code>. This action will make sure that the phone call details are recorded in your Lawcus account.

1. Click on <code>Interactions</code> from the left-side menu.
2. Click on <code>+ Compose Tab</code> and select <code>Phone Log</code> from the available options.
3. Fill in the applicable information on the <code>Form</code>.
 1. <code>Client</code>: In this section, you can choose the contact associated with the client you recently spoke with.
 2. <code>Matter-Lead</code>: Link the phone log to a specific case or matter within Lawcus for easy reference.
 3. <code>Date</code>: Precisely record the date and time of your client interaction to maintain accurate records.
 4. <code>Interaction Type</code>: When categorizing your client interaction, distinguish between <code>Outbound</code> (indicating you initiated the call) and <code>Inbound</code> (signifying that the client contacted you).
 5. <code>Guests</code>: Select the relevant contacts and team members who participated in the call.
 6. <code>Duration</code>: You can manually input the call's duration or use the timer function, which automatically captures the duration. The timer starts when the call begins and stops when it concludes.
 7. <code>Subject</code>: Provide a brief description of the purpose of the call.
 8. <code>Body</code>: Include any important notes or key takeaways from the conversation.
 
 
4. After completing all the necessary fields, click <code>Create</code>. This action will make sure that the phone call details are recorded in your Lawcus account.

You can now ensure you never miss a detail and have easy access to your phone call history when needed.

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FAQ1: When logging calls, does Lawcus record the actual call time or the time I log it?

Answer: Lawcus records the duration of the actual call. You can use the timer to capture an accurate time.

Steps to Log a Phone Call

FAQ Section

FAQ1: When logging calls, does Lawcus record the actual call time or the time I log it?