Lawcus, a Law practice management software, provides a wide range of features to streamline the legal practice workflow. User permissions are an essential component of the software that helps to control access to these features based on the user's role. The following overview explains user permissions and their meaning in Lawcus.

Overview of User Permissions

User permissions are essential authorizations that dictate a user’s actions within Lawcus, a legal practice management software. Each user in Lawcus is assigned a specific role, which comes with a set of permissions that determine the user's level of access to the system's features. As an admin or owner, you can create and assign users’ roles and edit permissions as needed.

Lawcus currently has three default user roles, i.e., Admin, Co-counsel & Member, and you can’t edit these roles. However, as mentioned above, you can create new roles & assign users, and such custom user roles can be edited later. Lawcus suggests you create roles with varying permission combinations to accommodate other users like Attorneys, Paralegals, Legal Assistants, Finance, Operation & Project Management, etc. The Admin has the highest level of access and control over the software's functionalities, while the admin can update all the custom permissions.

The Roles and Permissions page outlines the various existing user roles and the permissions embedded under each role, allowing you to edit user permissions as desired.

List of Permissions and Their Meanings

Currently, 18 feature permissions can be granted to each user role. Here's a list of what each permission entails:

  1. Accounting: Permits access to accounting operations, such as managing payments, money requests, transfers, withdrawals, and deposits to and from trust and bank accounts.

  2. Invoicing: Enables access to prepare invoices and add client payments.

  3. Reports: Grants access to comprehensive data on firm performance, account receivables, account ledger, revenue, and work activities.

  4. CRM-Reports: Allows access to specialized reports, such as lead conversion rate, unconverted prospects and reasons, and other CRM-related data.

  5. Contacts: Authorizes access to view and update the client database.

  6. Leads: Ability to handle client prospects, including monitoring lead sources, lead pipeline value evaluation, and general management of leads.

  7. Matters: This enables the capability to create new matters and handle all matter-related tasks, including logging update notes, adding custom fields, regulating matter numbering, and conducting conflict searches.

  8. Workflows: Gives access to build and maintain workflows to generate triggers for automating low-level administrative chores.

  9. Intake Forms: Capability to design and modify intake forms and questionnaires to obtain information from prospects.

  10. Document Templates: Ability to create documents based on previously-saved templates and create other document templates.

  11. Team Activities: Grants access to comprehensive data on each team member's time, expenses, and flat fee entries.

  12. Personal Activities: Enables team members to have extensive access to their individual time entries, expenses, and flat fees.

  13. Tasks: Permits a team member to create and assign tasks to others.

  14. Interactions: Authorization to monitor and record client interactions, including phone logs, email conversations, and client portal communications.

  15. Users Management: Ability to manage users, including adding new members, defining and assigning roles, and modifying role permissions.

  16. Email Templates: Permit access to manage Email Templates.

  17. eSign Templates: Permit management of eSign Templates.

  18. Team Activities: Authorization to control Team Activities.

Understanding user permissions is essential to ensure that your Lawcus users have access to the appropriate features they need to work efficiently. The Roles and Permissions page makes it easy to manage user permissions based on their role and needs. If you have questions or need more help with user permissions, you can contact Lawcus support.


[Roles & Permissions, User rights or privileges, User access, access provisioning, access control]

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