A pipeline template in Lawcus is a predefined set of stages that guide you through the life cycle of a legal matter or case. It is like having a predefined roadmap for your cases, helping you stay organized and ensuring no important steps are missed along the way. Each pipeline template is customizable, allowing you to tailor it to the specific needs of your practice area.
Here's a step-by-step guide on how to apply pipeline templates:
Click on the "Matters" link in the left sidebar of your Lawcus dashboard. This action will take you to the list of all your legal matters.
On the top of the matter window, locate and click "More Actions." This will open a dropdown menu with various options.
Click on "Pipeline Templates." You will see a list of available templates on the Pipeline Templates page. Browse through the list to find the template that best suits your matters.
Once you've identified the appropriate template, click on the "Apply Template" link next to it.
You've successfully applied a pipeline template to your matter in Lawcus. This will help you stay organized and ensure you follow a structured workflow tailored to your specific legal work.
Additional Tips:
After applying, you can customize the stages and tasks within a pipeline to better fit your matter's needs.
To edit or modify a pipeline, return to the "Matters" page and select the "Manage Pipelines" option under “More Actions” to modify.
By following these steps, you can efficiently utilize Lawcus's pipeline templates to streamline your legal matter management and ensure you don't miss any critical steps in the process.