Adding a new stage to your pipeline in Lawcus is a straightforward process that allows you to tailor your workflow to your specific needs. In this guide, we will walk you through the steps to add a new stage seamlessly.
To add a new stage:
Navigate to the "Matters" section on the left sidebar of your Lawcus account dashboard. Click on it to view the matters section.
Locate “Pipeline” in the left corner and click the dropdown to select the pipeline to which you wish to add a new stage.
Scroll to the right of the last stage in the pipeline. You will notice the “+Add New Stage” option. Click on it to proceed.
Type the desired name for the stage into the input field.
Press the "Enter" key on your keyboard or click the “Add” button to save your newly created stage.
Follow these easy steps to enhance your organization and streamline legal processes with Lawcus.