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FAQ Section

Answers to all FAQs and questions about Lawcus.

How does SMS work in Workflow?SMS in Workflow: A Comprehensive Guide to How it Works
How to manage Clients?Client Management Simplified: A Comprehensive Guide by Lawcus
Is there a way to Restore Deleted Workflows?
General

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
Can I filter client trust and matter balance reports by date to see available balance report at different times?Mastering Balance Analysis: Filter client trust & matter reports by date for comprehensive available balance insights.
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?
Should client retainers be added to the trust balance?
Document Templates: Supported File TypesLawcus supports only .doc file format for templates. It ensures seamless automation & easy creation of legal docs using merge fields.
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
Can I add more merge fields for document templates other than the available ones?
How do I create activity categories?Steps to Create Activity categories.
Can I preview uploaded files without having to download and open them?
Can I automate an e-mail reminder to go out days before a scheduled appointment?
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?
How do I export a matter report with custom field information?Mastering Custom Field Export in Lawcus: A Step-by-Step Guide
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
Invoicing & Subscription

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.
Is there an option to add non-billable expenses?
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.
Is there a way to export all expenses?Export all expenses easily with Lawcus.
How to Exclude Expenses from Client Invoices in Lawcus?Enter non-billable expenses and exclude them from client invoices in Lawcus using discounts.
How to add Zelle invoice payment options on Lawcus?Understand methods to put the Zelle payment details to your invoices.
Can I remove any undesirable category on 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.
Is the retainer balance different from the trust balance?Understand the relation between the Retainer Balance and Trust Balance
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
Can I Issue a Credit to a Client for an Overpaid Expense in Lawcus?Alternative Solution: Depositing Overpaid Expense in Lawcus to Adjust Client's Account.
Is there a feature for marking certain activities as unbillable?
Is there any difference between a credit request and a trust request?
What can I do if I can't download a trust request but need a fast alternative?
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.