Law firms differ from one another in many ways, from practice area to firm culture or processes, jurisdictions, governing bar rules, amongst other things. All these make it near-impossible to create unified default fields for data gathering.
That's why Lawcus makes it feasible for its users to - in addition to the default fields on forms - create different types of custom fields with which they can capture more information about a case or client as well as streamline the intake process.
In this video, we demonstrate how to:
Add new matter and contact custom fields
Add new custom fields groups
Add custom fields to groups
Link custom fields and groups to practice areas