Lawcus offers a range of default email templates to streamline your workflow. These templates are designed for various actions such as Client Portal New Messages, Client Portal Invitations, Team Member Invitation, New Task Assigned, and Matter Notes shared with clients. While you have the option to use these default templates indefinitely, it is essential to configure them as default templates during your initial account setup. This ensures that you don't inadvertently send out empty emails to clients until you've crafted a customized email template that aligns with your firm's style and voice.
Steps to Assign Email Templates
Go to
Automationon the left.Go to the
Email Templatestab and click onAssign Templates.
Choose the
desired actionsto which you want to assign email templates and assign the required template from the dropdown.
Once you have made the necessary assignments,
Saveyour changes to implement them effectively.
List of Actions that can use the Email Templates
Client Portal New Message
Client Portal Invitation
Team Member Invitation
New Task Assigned
Matter Note Shared With Client
Custom Form Link
Send email Interaction
Send Invoice by Email
Send eSign defaults