FAQ Section

Notification Settings in Lawcus.

Written by Japneet Singh
Updated over a week ago

How does SMS work in workflow?

Written by Japneet Singh
Updated over a week ago

How to close a Matter automatically using automation.

Written by Japneet Singh
Updated over a week ago

How to unshare a matter with a client?

Written by Japneet Singh
Updated over a week ago

How to make task due dates appear on the integrated Google calendar?

Written by Japneet Singh
Updated over a week ago

Is there a way to restore deleted workflows?

Written by Japneet Singh
Updated over a week ago

Is it possible to see all leads (both hired and not hired) in one view?

Written by Japneet Singh
Updated over a week ago

Making "Lead Source" a required field when creating a new lead?

Written by Japneet Singh
Updated over a week ago

Can I print or save all the info in the note section in pdf?

Written by Ridwan Sharomi
Updated over a week ago

How to copy intake forms or workflow automation from one organization to another?

Written by Japneet Singh
Updated over a week ago

Do you do product demonstrations?

Written by Ridwan Sharomi
Updated over a week ago

How can you embed videos (YouTube or Vimeo) in forms?

Written by Japneet Singh
Updated over a week ago

How to check all the transactions made automatically by Lawcus.

Written by Japneet Singh
Updated over a week ago

How do I cancel a eSignature request after sending it out?

Written by Ridwan Sharomi
Updated over a week ago

Is there a reason why contact info isn't showing on the left side of matter information?

Written by Ridwan Sharomi
Updated over a week ago

Is it possible to extend my Lawcus trial?

Written by Ridwan Sharomi
Updated over a week ago

Is there a confirmation pop-up when deleting items?

Written by Ridwan Sharomi
Updated over a week ago

Is there a way to organize contacts by date added?

Written by Ridwan Sharomi
Updated over a week ago

Where do e-signed documents go, and how can we access it?

Written by Ridwan Sharomi
Updated over a week ago

How do I export custom fields?

Written by Ridwan Sharomi
Updated over a week ago

Which internet browser is best to use for Lawcus?

Written by Ridwan Sharomi
Updated over a week ago

Is there a way to add two spouses as clients to a single matter?

Written by Ridwan Sharomi
Updated over a week ago

What is your refund policy?

Written by Ridwan Sharomi
Updated over a week ago

Do you give refunds for users that have been inactive for a long time?

Written by Ridwan Sharomi
Updated over a week ago

Is there any difference between a credit request and a trust request?

Written by Ridwan Sharomi
Updated over a week ago

Can I put two billing addresses or contacts on an invoice?

Written by Ridwan Sharomi
Updated over a week ago

Is there a limit to features that can be tested in the trial period?

Written by Ridwan Sharomi
Updated over a week ago

What can I do if I can't download a trust request but need a fast alternative?

Written by Ridwan Sharomi
Updated over a week ago

If I sign up for a month just to test out Lawcus, am I locked in?

Written by Ridwan Sharomi
Updated over a week ago

Is it possible to convert an existing user profile into a new one when we have a new hire?

Written by Ridwan Sharomi
Updated over a week ago

I see some deposits in transactions, but nothing comes up in the client info screen to that effect. What is happening?

Written by Ridwan Sharomi
Updated over a week ago

Is there a way to send a single invoice for two matters to a client?

Written by Ridwan Sharomi
Updated over a week ago

Why is there an extra charge if I want more eSignature requests on my account or team?

Written by Ridwan Sharomi
Updated over a week ago

Is there an option to send an invoice or request trust funds from mobile?

Written by Ridwan Sharomi
Updated over a week ago

Is the LawPay usage fee included in the Lawcus subscription?

Written by Ridwan Sharomi
Updated over a week ago

How do I integrate Calendly with Lawcus?

Written by Ridwan Sharomi
Updated over a week ago

Where do synced emails appear after email syncing?

Written by Ridwan Sharomi
Updated over a week ago

Do you have Headnote integration?

Written by Ridwan Sharomi
Updated over a week ago

Where do I download the Outlook/Gmail add-on for email log syncing with my Lawcus account?

Written by Ridwan Sharomi
Updated over a week ago

Is there a way to automatedly create a Gmail folder in my email for a Google contact?

Written by Ridwan Sharomi
Updated over a week ago

What does the data migration process from a previous software to Lawcus look like?

Written by Ridwan Sharomi
Updated over a week ago

How much data can be imported from a previous software?

Written by Ridwan Sharomi
Updated over a week ago

Can I personally import custom fields from a previous software?

Written by Ridwan Sharomi
Updated over a week ago

Is there a way to import contacts from Outlook?

Written by Ridwan Sharomi
Updated over a week ago

Is it possible to filter cases by status when exporting matters into a CSV file?

Written by Ridwan Sharomi
Updated over a week ago

Do you help new users import their data from a different software provider?

Written by Ridwan Sharomi
Updated over a week ago

Can I disable a client's ability to post or record interactions?

Written by Ridwan Sharomi
Updated over a week ago

Is there a way to view the client portal from a particular client's perspective?

Written by Japneet Singh
Updated today

Do I need to create a matter for an invitee to be able to upload documents on the client portal?

Written by Ridwan Sharomi
Updated over a week ago

I'm running into a glitch when accessing a client file. What do I do?

Written by Ridwan Sharomi
Updated over a week ago

What do I do when I have trouble saving an invoice even when everything appears to be all set up?

Written by Ridwan Sharomi
Updated over a week ago

I've had a timer running on my system that I have paused severally but keeps coming back up. What do I do?

Written by Ridwan Sharomi
Updated over a week ago

I keep getting the "Error creating the document from template" message when trying to use a document template. What do I do?

Written by Ridwan Sharomi
Updated over a week ago

How do I structure a workflow to choose the task on whose completion a specific action is triggered?

Written by Ridwan Sharomi
Updated over a week ago

Is it possible to add a tag in the notes section of matters?

Written by Ridwan Sharomi
Updated over a week ago

How do I fix a matter that disappeared on matter view and can only be found if I search the contact name?

Written by Ridwan Sharomi
Updated over a week ago

Can we remove "Estimated Matter Value" in the lead intake form?

Written by Ridwan Sharomi
Updated over a week ago

How do I merge lead and contact for questionnaire tracking purposes?

Written by Ridwan Sharomi
Updated over a week ago

Is there a way to export intake form data via CSV for use elsewhere?

Written by Ridwan Sharomi
Updated over a week ago

Can I change my team name?

Written by Ridwan Sharomi
Updated over a week ago

Can I turn off the sound for messages on PC?

Written by Ridwan Sharomi
Updated over a week ago

Can I request a password reset for an account?

Written by Ridwan Sharomi
Updated over a week ago

What do I do if I have trouble logging in?

Written by Ridwan Sharomi
Updated over a week ago

Can there be more than one user having an "Owner" role designation?

Written by Ridwan Sharomi
Updated over a week ago

How do I fix glitches in matter numbering?

Written by Ridwan Sharomi
Updated over a week ago