In Lawcus, you can easily associate additional contacts to a matter or lead using the Relationships feature. This allows you to associate individuals or entities with a specific matter for better organization and management.
Steps to Add Related Contacts
AddorEdita Matter or Lead.Once you are in the matter or lead details, you will find the
Add Related Contactbutton on the right side. Click on it to start the process of associating additional contacts with the matter or lead.Add the type of relationship that exists between the matter and the contact you want to associate. For example, you might specify if they are a spouse, witness, opposing party, or any other relevant relationship type.
SearchandSelectthe contact you wish to associate with the matter. Lawcus will provide suggestions as you type, making finding the right contact quickly easy for you.Click on
Add relationto add it to Lawcus.Once you have selected the appropriate contact and defined the relationship type, click the
CreateorUpdate Matterbutton to save the changes. The contact will now be linked to the matter.The newly created related contact will appear in the related contact section on the edit or new page, making it much easier for quick reference.
Further, once the matter or lead is updated, the details will appear on the Clients & Contacts section on the right side.
Pro Tip: Lawcus allows you to utilize the information of related contacts within document templates. This feature can save you time and help you streamline your documentation process. You can read more about document templates here.
Adding New Relation Type or Contact
If you are adding a contact or relation type which is already not listed, you can simply type the name and click on Enter on the keyboard or click on the Add option as highlighted after typing.
Note: While adding a related contact, if you select the checkbox Invoice Recipient; you are designating that contact to receive invoices for that matter by default.
You can efficiently add additional contacts to a matter using relationships in Lawcus, improving your matter management and ensuring all relevant information is organized within your legal practice management software.
FAQ Section
FAQ1: Is there a way to add two spouses as clients to a single matter?
Answer: Right now, we do not support having several clients on one matter. To bypass this, you can create a matter for one spouse and add the other spouse as a related contact.
FAQ2: How can I request related contact addresses in document automation?
Answer: You can make use of ${Matter.Relationships.Relation.Address} merge field. Make sure to replace the word Relation with the actual relation type you have on Lawcus.
FAQ3: What do I do when related contact merge fields aren't working in document automation?
Answer: Please ensure there are no brackets or special characters included in the related contact merge field, as our software does not support this character within this category of merge fields.
For instance:
Matter.Relationships.Test(brackets).Address --> Will not function correctly
Matter.Relationships.Test.Address --> Will work as intended