In Lawcus, the Relation Type field is crucial in defining the relationships between different entities, such as clients, contacts, cases, matters, tasks, and other relevant entities. By customizing relation types, you can effectively categorize and establish connections between these entities, facilitating efficient tracking and management of relationships and designating contacts as Related Contacts within matters or leads.
Steps to Customize Relation Types
Access your
Avatar Iconby clicking on it and selectSettingsfrom the dropdown menu.Within the
Settingssection, navigate toFirm Settingsand locate theRelation Typesoption.Click on
Relation Typesto customize the available relation types.To modify existing relation types, click on the
EditorDeletebutton associated with each relation type.
To create a new relation type, click
New Relation Typetext field. Enter the desired relation type, pressEnter, or clickSaveto save your customization.
Once you have made the necessary changes, you will immediately notice the updated Relation Types dropdown menu under the "Add related contact" button on the matter or lead; edit or create new page.
Note: While adding a contact as a related contact, you can also directly create a Relation Type if it is not already created on the platform. You can simply type the name and click on Enter on the keyboard or click on the Add option as highlighted after typing.