Irrespective of whether your law firm is focused on a single or several practice areas, Lawcus is equipped to help you efficiently navigate through them all, from streamlining practice area templates to keeping practice group information organized. Practice areas are essential for categorizing and organizing your legal matters based on different areas of law. They enable streamlined workflow, efficient reporting and analysis, and customization to match your firm's specific practice areas.
Creating a Practice Area
Click the
Avatar Iconand clickSettings.Click
Firm Settingsand scroll down to selectPractice Areas.Enter the name of the
New Practice Areain theText Fieldand clickSave. Otherwise, you can clickEnteron your Keyboard to save the Practice Area after typing.
Editing a Practice Area
Click the
Avatar Iconand clickSettings.Click
Firm Settingsand selectPractice Areas.Click the
Edit Iconnext to the desired practice area.Incorporate the changes and click on
Updateor clickEnterto save the changes.
Deleting or Removing a Practice Area
Click the
Avatar Iconand clickSettings.Click
Firm Settingsand selectPractice Areas.Click the
Trash Can Iconnext to the desired practice area.
Managing Practice Area from Matters or Leads Page
Click on
LeadsorMatterson the left side menu.Locate
More Actionsand click on it to expand all options.Select
Practice Areasfrom the dropdown options. You will now be directed to the abovementioned options to manage them well.
FAQ Section
FAQ1: Can we create practice area defaults?
Answer: You can create a practice area default to streamline your operations. You can set up default members, document folders, estimated matter value, billing type, and custom fields per practice area. Read this article to learn more.