All Collections
FAQ Section
How to Archive Past Clients and Manage Non-Hired Leads in Lawcus?
How to Archive Past Clients and Manage Non-Hired Leads in Lawcus?

Manage past clients & non-hired leads in Lawcus: mark leads as not hired, close matters. No archiving feature currently available.

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

In Lawcus, archiving past clients is not currently a supported feature. However, there are alternative ways to effectively manage past clients and leads who did not proceed with hiring your services. This article will guide you through the steps to mark leads as not hired and close matters for past clients, providing you with a streamlined approach to organizing your client database.

Follow this article to mark a Lead as Not Hired.

By marking leads as not hired, you can easily differentiate them from active leads and prioritize your focus on potential clients who are actively engaging with your services.

Follow this article to Close a Past Client's Matter.

Closing matters for past clients allows you to maintain an organized and up-to-date matters list, enabling you to focus on your ongoing cases and better manage your workload.

Although archiving past clients is not currently a feature in Lawcus, by following the steps above, you can effectively manage and categorize your leads and matters. This approach ensures that your client database remains organized, allowing you to prioritize active leads and matters more efficiently.

Note: It's essential to regularly review your leads and matters to ensure accuracy and update statuses as needed. This practice will help you maintain a clean and organized system within Lawcus.

If you have any further questions or need assistance with Lawcus, please don't hesitate to reach out to our support team, who will be more than happy to help you.

Did this answer your question?