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How to Add a New Contact, Edit and Delete a Contact in Lawcus?

Steps to Add, Edit & Delete Contacts.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over 6 months ago

Adding new contacts to your Lawcus account allows you to manage your client and business relationships efficiently. Whether it's a new Company or any other relevant Person, Lawcus makes it easy to keep your contact list organized.

Steps to Add a New Contact

  1. On the left, click on Contacts. Click on New Person or New Company as per the requirement. Alternatively, you can click on + New button on the top from any page, and select either New Person or New Company under Contacts.

  2. The New Contact Form pop-up will appear. Note that you can also switch between Person or Company here as well. Now, you need to complete the following details:

    1. For a New Person the following details are required:

      1. Basic Details: Name (Mandatory), Gender, Date of Birth, Emails, and Phone Numbers. Note that you can add multiple emails and phone numbers and designate the primary email and phone number.

      2. Other Info (Not Mandatory): You can add other details like Title, Website, Company, Lead Source, Referred by, etc.

      3. Address: Add the Address here. You can also add multiple addresses and designate one address as the primary address.

      4. Custom Fields: Add custom fields as per your requirement and further Add the Contact Profession and Professional Connection Type.

    2. For a New Company Following Details are required:

      1. Basic Details: Add Name (Mandatory), Emails, and Phone Numbers. Note that you can add multiple emails and phone numbers and designate the primary email and phone number.

      2. Other Info (Not Mandatory): You can add other details like Website, Lead Source, Referred by, etc.

      3. Address: Add the Address here. You can also add multiple addresses and designate one address as the primary address.

      4. Custom Fields: Add custom fields as per your requirement and further Add the Contact Profession and Professional Connection Type.

  3. In either case, add the Tags by clicking on the Tag button.

  4. Allow the client portal access. To do that click on Client Portal Settings and toggle Allow client portal to give access to the client portal. Toggle Allow board view on client portal when the client has multiple matters to ease the view of the client.

  5. Once you complete all the information required to be captured, click the Save button. Or, you may click on Create & Add Matter button to create a matter for the client aftermath. If you wish to add another client after this, click on Save & Add New.

Steps to Edit a Contact

  1. Go to Contacts on the left and hover on the contact and click on the Edit Icon. Alternatively, click open the contact and select the Edit Icon next to the Contact Name.

  2. Make the necessary changes and click on the Update button to update the Contact.

Steps to Delete a Contact

  1. Go to Contacts on the left and select the Checkbox and click on the Delete button. You can also select multiple Contacts by clicking on the respective Checkboxes to Bulk Delete them. Alternatively, click open a Contact and click on the Delete (Trash Icon) next to the Contact Name.

  2. Check the checkbox: I understand that the data can't be recovered once deleted.

  3. Select on the Delete button.

Deleting a contact will permanently remove their information and notes. However, the following records will stay in the system but will no longer be linked to this client: Invoices, Matters, and Transactions.

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