By default, Lawcus displays your matters and leads in the pipeline view type. In this view, you get to see the various stages of leads and matters and how many there are at each stage.

However, you can also switch from the default pipeline view type of leads and matters to list view type at any time you desire. In the List view, you can directly see:

  • The name of the lead/matter;

  • The description of the lead/matter;

  • The persons responsible for handling the lead/matter, amongst other information columns you can choose to reveal or hide

Switching View Type in Leads

To switch View in Leads:

  1. Go to Leads


  2. Tap the View icon at the top right to switch from one view type to another

Note: Whichever view you choose, you can click any lead to view its details.

Switching View Type in Matters

To switch view type in Matters:

  1. Go to Matters

  2. Tap the View icon at the top right to switch from one view type of matters to another

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