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Video: Overview of Account Settings
Video: Overview of Account Settings
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

For new and old users of Lawcus, every day is an opportunity to discover new functionalities, get better at using the limitless features., and widen the possibilities that Lawcus opens up for law firm productivity.

In this video tutorial, we show where to look for what setting by going through every inch of your Lawcus account setting, including but not limited to the following:

  • User Settings - Profile Setup, Security, Notification, and more
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  • Firm Settings - Company Info, Custom Fields, Client Portal, Pipeline & Document Templates, Tags, and more
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  • Bill Settings - UTBMS Codes, Tax Settings, Invoice Templates, and more
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  • Apps & Integrations - Email & Calendar, Appointment Scheduler, Api Tokens, Zoom Quickbooks, and more.

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