Communications within Lawcus provide a central hub for seamless interaction with team members, clients, and affiliated parties. When accessing the "Communications" feature on Lawcus, you'll encounter the following components within the vertical bar:
Inbox: This houses both incoming and outgoing messages.
Starred: Messages marked for future attention.
Archived: Messages you've archived for reference.
Unassigned: Messages that lack assigned user action.
Team Inboxes: Admin users can access team inboxes here.
The horizontal bar in Communications defaults to "All," displaying all inbox messages. Additionally, you'll find these options:
Compose: Create new emails, messages, or phone logs.
Emails: Filter and access email messages.
Text Messages: Filter and access text messages.
Secure Messages: Filter and access secure messages.
Phone Logs: View captured phone call details.
A "Search" bar in the top-right corner aids in quick navigation.
Note: Secure Messages are sent to Lawcus client portal, while Text Messages reach clients' phones.
Pro Tips:
You can sort communications by "Latest" or "Oldest."
Filter messages by desired date ranges.
Composing Emails:
Click "Compose" on the top bar, then select "Emails."
Choose the client, matter/lead, recipient, add templates, subject, draft email body, and attach files.
Efficiently communicate by adding "CC" and "BCC."
Use the default signature checkbox.
Click "Send" to dispatch the email.
Composing Secure Messages:
Click "Compose" on the top bar, then select "Secure Messages."
Select the client, matter/lead, recipient, add subject, draft message body, and attach files.
Click "Send" to dispatch the secure message.
Recording a Phone Log:
Click "Compose" on the top bar, then select "Phone Log."
Choose the client, matter, add guests, select communication type (outbound/inbound), specify the duration, add a subject, and enter call details.
Click "Create" to record the phone log.
Utilize the timer option for precise call duration. This creates an editable time entry.
Additional Tips:
Archive, star, and delete messages by hovering over them.
Download attachments by clicking the download button.
Archive or delete threads via the "Ellipsis" button next to the communication subject.
To assign messages:
Click "Unassigned" to view unassigned communications.
Select a message, then click "+Assign To" to assign users. Multiple users can be assigned.
Click "Clear" (x) to unassign.
Important Notes:
Clients can send emails only to assigned attorneys on the client portal.
A single team member leads to auto-assignment.
Share files with client portal users from the matter details page.
Track user-based read/unread counts for efficient management.
Efficiently manage your communications within Lawcus to foster collaboration and enhance client interactions.