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Overview of Interactions on Lawcus

Streamlined communication hub for teams, clients & tasks.

Trupteeranjan Padhi avatar
Written by Trupteeranjan Padhi
Updated this week

Interactions within Lawcus provide a central hub for seamless interaction with team members, clients, and affiliated parties.

Elements within the Interactions Page

Vertical Tab

When accessing the Interactions 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.

Horizontal Tab

The horizontal tab in Interactions 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.

Steps to Compose Emails

  1. Click Compose on the top bar, then select Emails.

  2. Choose the Client, Matter/Lead, Recipient, Add Templates, Subject, Draft Email Body, and Attach Files.

  3. Efficiently communicate by adding CC and BCC.

  4. Use the Attach default signature checkbox.

  5. Click Send to dispatch the email.

Steps to Compose Secure Messages

  1. Click Compose on the top bar, then select Secure Messages.

  2. Select the Client, Matter/Lead, Recipient, Add Subject, Draft message body, and Attach files.

  3. Click Send to dispatch the secure message.

Steps to Record a Phone Log

  1. Click Compose on the top bar, then select Phone Log.

  2. Choose the Client, Matter-Lead, Add guests, select communication type (outbound/inbound), specify the duration, add a subject, and enter call details.

  3. Click Create to record the phone log.

  4. 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.

Steps to Assign Messages

  1. Click Unassigned to view unassigned communications.

  2. Select a message, then click +Assign To to assign users. Multiple users can be assigned.

  3. 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.

FAQ Section

FAQ1: How to print a phone log entry?

Answer: At the moment, this functionality is not available on Lawcus. However, Lawcus offers a comprehensive full backup feature, allowing you to capture and preserve all your interactions within the platform. This option lets you easily download a CSV file with your interactions and print your complete interaction history.

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