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.
Learn how to manage practice area by:
Creating a Practice Area
Removing a Practice Area
Adding members to a practice area
Adding Default Practice Area Document Folders
Linking custom fields groups to Practice Area
Creating a Practice Area
1. Click the Avatar text and click Settings
2. Click Firm Settings and scroll down to tap Practice Areas
3. Enter the new practice area name in the text field and click Save
Deleting or Removing a Practice Area
1. Click the Avatar text and click Settings
2. Click Firm Settings and tap Practice Areas
3. Click the trash can in front of the practice area of your choice
Adding members to a practice area
1. Click the Avatar text and click Settings
2. Click Firm Settings and tap Practice Area Defaults
3. Navigate to a desired practice area
4. Tap the first field and scroll down to select a team member you’d like to add
5. Click the Save default settings button
Adding Default Practice Area Document Folders
1. Click the Avatar text and click Settings
2. Click Firm Settings and tap Practice Area Defaults
3. Navigate to desired practice area
4. Click Add Folder and enter the new folder name
5. Click the Save default settings button
Linking custom fields groups to Practice Area
1. Click the Avatar text and tap Settings
2. Click Firm Settings and then tap Practice Area Defaults
3. Navigate to the desired practice area
4. Scroll down to the last text field and choose from existing custom fields groups
5. Click the Save default custom field group settings button