FAQ Section
Answers to all FAQs and questions about Lawcus.
How to manage Clients?Client Management Simplified: A Comprehensive Guide by Lawcus
Is there a way to Restore Deleted Workflows?
Robust Security Measures on LawcusUnderstand the top-notch security measures: encryption, IP restriction, 2FA, permission controls & trusted e-signatures.
Lawcus's W-9 FormStreamlining Your Legal Practice with our W-9 Form
While adding a repeating related contact, does the merge field sequence contacts like 1, 2, and so on?
Understanding the "Last Contacted" Date on Kanban CardsUnderstanding 'Last Contacted' on Lawcus Kanban Cards: Tracking recent interactions for matters.
Can I restore a deleted file?
Does my account data reside on our local network computer or in the cloud?
What Can I Find Using the Search Bar?Lawcus search bar finds contacts, matters, leads, docs, appointments & more. Type keyword, get filtered results by type.
How to export data from ClioData Migration from Clio
How to Create Activity Categories?Steps to Create Activity categories.
Can I preview uploaded files without having to download and open them?
Can I edit an event in the mobile app?
Is there a size limit on files that can be uploaded on Lawcus?
Do you do product demonstrations?Free Demos
How do you check all the transactions in Lawcus accounts?Effortless Accounting with Lawcus: Managing Account Transactions
Is there a confirmation pop-up when deleting items?
Switch to Lawcus 2.0
Lawcus 2.0 (Beta): All You Need to Know About the New User InterfaceDive into the details of Lawcus 2.0, our upgraded user interface, designed to enhance your experience and streamline your workflow.
Lawcus 2.0 (Beta): Themes
How to Set Up Payment Plans on Lawcus?Set up payment plans manually in Lawcus for clients.
How to Show Outstanding Balances on a Client Invoice?In Lawcus, show outstanding balances on client matter invoice to encourage timely payments & improve cash flow.
Adding Interest to Unpaid Invoices in LawcusAdding interest to unpaid invoices in Lawcus: create a flat fee entry named "Interest" and apply taxes if needed.
How to add Zelle invoice payment options on Lawcus?Understand methods to put the Zelle payment details to your invoices.
How to Apply Tax on an Invoice?Understand steps and different ways of applying taxes on invoices.
How to Filter Uninvoiced Time Entries in Lawcus?Easily filter out uninvoiced time entries for quick action.
Can I run billables for last month while excluding those from the current month?
How to Override a Client Payment in Lawcus?Learn to override client payments in Lawcus by deleting or editing the payment on the invoice. Follow these simple steps.
How to Clear and Redo, Delete, or Revise, or Edit an Invoice in Lawcus?Clear and Redo, OR Revise or Edit an Invoice in Lawcus with simple steps, but be cautious when deleting invoices.
How to Manage Online Payments in Lawcus?Accept online payments in Lawcus to streamline your payment process.
Can I set up automated draft invoice payments for my clients?Automated payments for clients
How do I issue a credit to a client for an overpaid expense in Lawcus?Depositing Overpaid Expense in Lawcus to Adjust Client's Account.
Understanding Invoicing Terms in Lawcus for Accurate Financial ReportingUnderstand invoicing terms for accurate financial reporting: credit balance, trust balance, uninvoiced entries, and outstanding balance.
Can I Consolidate Two Matters into One Invoice for Client Convenience on Lawcus?Sending a single invoice for multiple matters in Lawcus is currently unavailable.
What do I do when there's a glitch with Box integration?
Does Lawcus have an API I can use to integrate with other third-party tools?
Is Lawcus directly integrated with Stripe?
Where do synced emails appear after email syncing?
How to Resolve the "Error Unauthorized" Response When Integrating Lawcus with a Site?Get Oauth2 authorization from Lawcus and check API docs to fix 'Error Unauthorized' when integrating with a site.
How to Import Contacts from Lawmatics into Lawcus?Migrate your contacts in Lawmatics into Lawcus.
What do I do when I can't log in to my account in the data onboarding stage?
Can you help set up a new account?
Do you help new users import their data from a different software provider?
How to Export Data from AmicusSeamless Migration from Amicus
How to Export Data from Practice PantherMigrating Data from PracticePanther to Lawcus: A Step-by-Step Guide
How to export data from MyCaseData Migration from MyCase
Optimizing Workflow Exit Rules for Seamless Process.Workflow exit rules
Is there a way to add invoice amounts in a document, for example, using merge fields?
Can I create merge fields for my evergreen retainer amount?
Can I use the merge field to include related contact name in a workflow?
Is there a way to test automation?
Can I set up a workflow to move matters to the next stage once an invoice balance has been paid?
What do I do if data input to the "relationship type" field in related contact isn't saving?
Why are manual questionnaires sending out through a different email address?
Can an email sent via Lawcus be retracted?Retract email
How to Generate a Lead Conversion Report in Lawcus?Learn how to track lead conversion in Lawcus! Generate a report to gain insights into lead generation. Filter by source, attorney, & more.
How to Track Invoice Reminders Sent to Clients in Lawcus?Easily track invoice reminders sent in Lawcus. Set up reminders in Firm Settings, check the sent folder, and ensure timely delivery.
I do not have access to firm settings in my account settings.Access to firm settings for teammates
Can I use different emails for billing and email communication?
How to change the team name?
Can I turn off the sound for messages on PC?
How to Reset the Password of an Account?Reset the password of your user account.