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How to manage Practice Areas?

Create and manage your practice areas to work efficiently.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

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

  1. Click the Avatar Icon and click Settings.

  2. Click Firm Settings and scroll down to select Practice Areas.

  3. Enter the name of the New Practice Area in the Text Field and click Save. Otherwise, you can click Enter on your Keyboard to save the Practice Area after typing.

Editing a Practice Area

  1. Click the Avatar Icon and click Settings.

  2. Click Firm Settings and select Practice Areas.

  3. Click the Edit Icon next to the desired practice area.

  4. Incorporate the changes and click on Update or click Enter to save the changes.

Deleting or Removing a Practice Area

  1. Click the Avatar Icon and click Settings.

  2. Click Firm Settings and select Practice Areas.

  3. Click the Trash Can Icon next to the desired practice area.

Managing Practice Area from Matters or Leads Page

  1. Click on Leads or Matters on the left side menu.

  2. Locate More Actions and click on it to expand all options.

  3. Select Practice Areas from 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.

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