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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?
Is it possible to see all leads (both hired and not hired) in one view?
Is "Lead Source" a required field when creating a new lead?Lead Source for a New Lead
Securing Your Legal Data: Robust Security Measures on LawcusDiscover Lawcus' top-tier security measures: encryption, IP restriction, 2FA, permission controls & trusted e-signatures.
Lawcus's W-9 FormStreamlining Your Legal Practice with our W-9 Form
How to Archive Past Clients and Manage Non-Hired Leads in Lawcus?Manage past clients & non-hired leads in Lawcus: mark leads as not hired, close matters. No archiving feature currently available.
Can a teammate view all the time entries added by other teammates on a matter?
Why is the Rounding Time Preset Not Executing on Matters?Rounding Time Issue: Enter Minutes for Accurate Results.
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?
How to locate the link to your calendar to send people for scheduling?Create and share a calendar link to organize appointments with ease.
Can I track time without attaching any client or matter to it, and is it saved for subsequent analysis?
Does my account data reside on our local network computer or in the cloud?
Do all parties to an eSign automatically receive a copy of the signed document?
Should client retainers be added to the trust balance?
Can I use lead fields in an auto-generated document?
Document Templates: Supported File TypesLawcus supports only .doc file format for templates. It ensures seamless automation & easy creation of legal docs using merge fields.
Will signature requests sent out of Lawcus be available in my email sent folder?
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 Find Tagged Notifications?Lawcus makes it easy to find notifications about posts you've been tagged in - just look for the bell icon & check for tagged notifications.
Troubleshooting HelloSign: The interface never pops up to add the signature blocks.Fixing HelloSign Integration Issues in Lawcus
How to export data from ClioData Migration from Clio
How do I resend a document for E-signature?Steps to send a reminder for E-Signature.
Can I log emails?
Can I add more merge fields for document templates other than the available ones?
Can I get regular Lawcus notifications through SMS?
Is it possible to receive task reminders through SMS texts on my mobile phone?Steps to receive task reminders through SMS Text.
How do I remind a party to respond to an e-sign request?HelloSign's e-signature platform includes automatic and manual options for reminding signers to complete requests. Learn how.
If I save documents in the Files tab rather than the Google Drive option, where does it go?
When logging calls, is it the time you log the call that is notated or the time of the actual call?
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 access all files on a firm-wide basis instead of just the files associated with a particular matter?
What is the best way to ensure I'm notified when an invoice is satisfied?
How can I attach the opposing party's name to a lead to easily identify a conflict of interest?
Can I automate an e-mail reminder to go out days before a scheduled appointment?
Can I edit an event in the mobile app?
What do you use for eSigns?
Can I assign multiple roles to the related contact of a matter?
Can I pause my Lawcus trial period till I'm ready?
Is there a size limit on files that can be uploaded on Lawcus?
Can I send an appointment scheduler link to a client on behalf of another user?
Does a resync of Quickbooks data have any effect on Lawcus setup?Re-sync of Quickbooks
How to copy intake forms or workflow automation from one organization to another?Creating Duplicates: Cloning Intake Forms and Workflow Automation
Do you do product demonstrations?Free Demos
How can you embed Youtube video in forms?Learn how to embed Youtube videos in forms with step-by-step instructions.
How do you check all the transactions in Lawcus accounts?Effortless Accounting with Lawcus: Managing Account Transactions
How do I cancel a eSignature request after sending it out?
Is there a reason why contact info isn't showing on the left side of matter information?
Is it possible to extend my Lawcus trial?
Is there a confirmation pop-up when deleting items?
Is there a way to organize contacts by created date?
Where do e-signed documents go, and how can we access them?
How do I export a matter report with custom field information?Mastering Custom Field Export in Lawcus: A Step-by-Step Guide
Which web browser is recommended for running Lawcus?Lawcus recommends using Google Chrome as the web browser for the best viewing experience.
Is there a way to add two spouses as clients to a single matter?
Lawcus 2.0 (Beta): Switch Between Old vs. New
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
Will it be an issue to cancel a user's subscription before we bill for his/her uninvoiced time?
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.
What's the difference between "use matter operating balance" and applying a balance?
Understanding Invoice Themes in LawcusDiscover invoice themes in Lawcus: Simple, Modern, and Pro. Customize your invoices to match your brand or style preferences.
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.
Can I add Zelle invoice payments on Lawcus?
Can I remove any undesirable category on invoices?
Does Lawpay support a payment link that accepts both e-checks and credit card payments?Lawcus Payment Options: No e-check support.
Can I revise or edit a generated invoice?
Deleting and Regenerating Invoices without Affecting Matter's Time EntriesLearn how to delete and regenerate invoices in Lawcus without affecting time entries.
How can I add tax to all invoices in bulk rather than individually?Bulk add tax on invoices
Troubleshooting: Unable to Access Financial Information Section for Invoice Creation in MattersTroubleshooting guide for accessing financial info section in Lawcus for invoice creation.
How to Filter Uninvoiced Time Entries in Lawcus?Easily filter out uninvoiced time entries in Lawcus with three simple steps: select activities, apply filter, and export.
Can I run billables for last month while excluding those from the current month?
Where do I add an online payment link for invoices?
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
Is it possible to Clear and Redo an Invoice in Lawcus?Learn how to clear and redo your billing process in Lawcus with these simple steps, but be cautious when deleting invoices.
Do the invoices generated include clickable payment links?
Will LawPay client payments show up automatically on Lawcus or not?
How to Manage Payments in LawcusStreamlining Online Credit Card Payments with Lawcus: Integration and Manual Payment Options.
Can users be on different pricing plans?
Who determines the billing interval for user accounts?
How to Ensure You're Not Paying for a User Who is No Longer Listed on Your Account?Learn how to avoid being charged for deleted user access. Quick guide to delete, confirm & verify with billing system.
Am I charged for a new license immediately after I send out a user invitation?new user charge
Are subscription cancellations effective immediately or extend till the end of the period paid for?subscription cancellations effect
Can a client directly make partial online payments after receiving an invoice?
Accepting Online Payments with Lawcus.Accept online payments with Lawcus using LawPay and Confido Legal to streamline your payment process.
Can I set up automated draft invoice payments for my clients?Automated payments for clients
What is the font used in invoices?
Can I place my firm letterhead on an invoice?
What do I do when the application of available funds to an invoice isn't reflecting?
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.
If I make a user account inactive, will Lawcus stop charging me for it immediately?
If I cancel my subscription with Lawcus completely, is there a way to export my data?
Is there a feature for marking certain activities as unbillable?
Is There an Option to Write Off an Invoice?Write off unpaid invoices in Lawcus with a 100% discount.
Is there a way to change the name format on invoices exclusively?Change Matter name format on the invoice.
Is there a way to remove the hourly rate from the invoice so that it does not appear in each time entry?remove the hourly rate from the invoice
Is there any difference between a credit request and a trust request?
Where do I find invoice payment links for clients?
Can I put two billing addresses or contacts on an invoice?
Is there a limit to features that can be tested in the trial period?
What can I do if I can't download a trust request but need a fast alternative?
If I sign up for a month just to test out Lawcus, am I locked in?
Is it possible to convert an existing user profile into a new one when we have a new hire?
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.
Why is there an additional charge for more eSignature requests on Lawcus?Lawcus charges extra for additional eSign requests beyond the Business plan limit of 40 per user per month due to third-party service costs.
Is there an option to send an invoice or request trust funds from mobile app?
Is the LawPay usage fee included in the Lawcus subscription?
Troubleshooting Guide: "App is Blocked" Error when Connecting Lawcus with GoogleTroubleshoot the "app is blocked" error when connecting Lawcus with Google.
Should we be using the "Lawcus" or the "Lawcus 1.17.1" on Zapier?
How to embed intake forms on the websiteSteps to get HTML code to embed intake forms on the website.
What do I do when there's a glitch with Box integration?
Do QuickBooks updates automatically reflect in Lawcus?
Is there a way to automatically create a Zoom appointment through the appointment scheduler?Steps to automatically generate a new Zoom appointment using the appointment scheduler.
How does calendar sync from Lawcus Scheduler work?Discover how Lawcus Scheduler synchronizes calendars, featuring real-time updates and integration with Nylas.
What email address will Lawcus use to send emails if I don't integrate any email accounts with my Lawcus profile?
Why aren't OneDrive folders created for some matters?
Is LawPay integration the only way to accept online credit card payments from clients?
If I want to create a lead in Zapier, do I select "create person" or "create matter" as the action?
Can I change the American date format that appears when linking date custom fields in Zapier?
Does Lawcus have an API I can use to integrate with other third-party tools?
Is Lawcus directly integrated with Stripe?
Is the integration with Google apps one-way or two-way?
Can I prevent the automatic creation of Google Drive folders for leads or potential matters?
Can I preserve files for closed matters in the Lawcus folder on Google Drive?
Are custom fields supported in the 'Search Contact' result in Zapier?
What does 'token name' stand for in Zapier integration?
Where do synced emails appear after email syncing?
Do you have Headnote integration?
How to Download the Outlook/Gmail Add-on for Email Log Syncing with Lawcus Account?Get Outlook/Gmail add-on for email log syncing. Follow links to download. Clear cache if issues. Stay organized with Lawcus.
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 Automatically Create a Gmail Folder for a Google Contact?Automatically create a Gmail folder for a Google contact using built-in Gmail features or Zapier. Lawcus can organize emails per matter.
While shifting email hosting to Gmail, what to do to ensure all of the matters create labels in Gmail for the matter?Creating Gmail Labels for Matters
Can I import contacts from Lawmatics into Lawcus?Contact Import from Lawmatics
Is full export available if I'm looking to move out of Lawcus?
What do I do when I can't log in to my account in the data onboarding stage?
Do you help new users move files from GDrive to the new Lawcus/OneDrive?
How long does it take to help a new user set up workflow automation or intake forms?
Can you help set up a new account?
How much data can be imported from a previous software?Data Migration
Can I import custom fields from a previous software?Manually Import Custom Fields
Is there a way to import contacts from Outlook/Google?
Is it possible to filter cases by status when exporting matters into a CSV file?
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
URL for Client or Teammate Login to Lawcus AccountsLawcus Login: URL for clients/team members to access their accounts.
Why is my firm client portal link not opening but redirecting to my Lawcus account?
Can I edit the email's content when we share matters with clients?
How do I re-invite a user?Reinvite a user
How to Set Up Client Portal Notifications in Lawcus?Guide to setting up client portal notifications in Lawcus for prompt response to client changes.
Where are the documents uploaded by clients on our Client Portal saved?
Why is the work email linked with Lawcus not receiving the client portal invite?Linked Lawcus account blocks client portal invite.
Can I disable a client's ability to post or record interactions?
How to view the client portal from a specific client's perspective in Lawcus?View client portal from specific client's perspective in Lawcus: Create test matter & use personal email as client's email.
Do I need to create a matter for an invitee to be able to upload documents on the client portal?
What should I do if I can't send an invoice email?
What should I do if some of the recipients are not receiving my e-signature request?
Why are merge fields not pulling data into the Document template?
What do I do if matter folders aren't appearing in Outlook after integration?
What do I do when related contact merge fields aren't working in document automation?
Why are secure messages from clients showing in the Interactions tab rather than in the client's matter?
What to Do When You Can't Send an Engagement Letter to Clients?Troubleshoot why you can't send an engagement letter. Check email address and service, fix errors to proceed legally.
I'm running into a glitch when accessing a client file. What do I do?
What do I do when I have trouble saving an invoice, even when everything appears to be all set up?
I had a timer running on my system that I have paused, but it keeps coming back up. What do I do?
How to Fix "Error Creating the Document from Template" in Lawcus?Fix Lawcus' 'Error creating doc from template' by renaming to text-only, avoiding strange characters.
Can task tags be assigned when adding a task through a workflow?Assign task tags manually for effective organization (not available through workflows).
Creating Recurring Tasks through WorkflowsStreamline task management with recurring tasks in workflows: automate and simplify your workflow process.
Is there a way to stop a lead from progressing in a workflow?
How to automate lead movement from one stage to another?Automate lead movement from one stage to another.
How to Add a Custom Email Address in the Recipient Field for Email Automation?Customizing Recipients: Add Personalized Emails to Email Automation.
Is it possible to use automation to convert a lead to a matter?
Optimizing Workflow Exit Rules for Seamless Process.Workflow exit rules
Can I use matter name in automated emails instead of client name?
Can the automated SMS sent to clients have a clickable button that has a URL?
Can I bulk-email leads filtered based on practice area and tags?
Can I set up a Zap which pulls data from custom fields in a lead?
Can I send automated emails with matter custom fields when a lead moves stages?
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 automation to send a client an appointment scheduling SMS/email?Appointment scheduler
How to create an email signature with icons that has links?create email signature
If I use automation for sending emails, will it automatically use the email account integrated with Lawcus?Enhancing Email Automation in Lawcus
How to add a description to the intake form?Guide for including a description within the Lawcus Intake form
Can I use the merge field to include related contact name in a workflow?
Which email address is used by a workflow to send out automated emails?
How does SMS text work in workflow?
When creating a task via workflow, what does the Name field correspond to within tasks?
Is there a way to test automation?
Can I use LawPay payment as a trigger for workflow automation?
Can I automate the inclusion of date and time in an SMS through a workflow?
Can I set up a workflow to move matters to the next stage once an invoice balance has been paid?
How do I include a link to the scheduler in a workflow automation?
How can I request related contact addresses in document automation?
How do I trigger a workflow based on the completion of a specific task?Task Completion Trigger : Workflows
Will I get an email notification if I assign task(s) to myself?
Can I break out subtasks so that tasks and subtasks show up in one list?
Is there a feature to sort tasks or matters by priority?
Can I assign a priority to each task?
How do I check the current updates on Tasks?Step-by-step guide to check the current updates on Tasks.
Does making a user who's a matter's lead attorney inactive, remove the matter from our system?
Can you help delete some practice-specific custom fields that display when creating a matter?
How revise or edit the time entries in a matter?How revise or edit the time entries in a matter?
What is the best way to merge documents and notes of a matter that has a duplicate?
Can I filter matters by custom fields?Steps to add filter matter by custom fields.
Is it possible to add a tag in the notes section of matters?
How do I fix a matter that disappeared on matter view and can only be found if I search the contact name?
How to Find Completed Intake Forms in Lawcus?Find completed intake forms in Lawcus easily.
What do I do if some characters are getting cut off from the SMS received by our clients?
Deleting a Lead: Impact on Linked Contact and MatterDeleting a Lead: No Impact on Linked Contact & Matter.
Associating Additional Related Contacts with Matters or Leads in LawcusEffortlessly associate additional contacts as related contacts in Lawcus for streamlined collaboration.
How to check the lead creation date?lead creation date
Can I remove the firm logo on an intake form before sending it?
What do I do if data input to the "relationship type" field in related contact isn't saving?
How to Add a Middle Name Field to Client Information and Related Contact Info Blocks in Intake Forms?Add middle name field to Lawcus intake forms. Customize client and contact info. Follow the steps to add.
Why are manual questionnaires sending out through a different email address?
Can I drop in a contact information question in intake form that will create a company contact once filled?
Can I get a lead's intake form information to their lead file before it is associated with a matter?Accessing lead form data based on intake form type explained.
Which email address is used to send out automated emails If I don't integrate any?
Can I edit or change the response type on intake form questions?
Can my clients include other additional information in intake forms asides from contact?
Can I change the status of an intake form from 'completed' to 'in progress'?
Can My Client Edit an Intake Form After Submission?Clients can't edit submitted forms, but can request changes
Can I pull the email of the lead from the Contact list?
Is related contact to lead supposed to show up in the Contacts list but not lead itself?
Isn't new leads supposed to show up on the Contacts list once added?
Can I have contact custom fields appear by default in the new lead intake form?
Can an email sent via Lawcus be retracted?Retract email
Can I send a mass email to all contacts?No mass email feature is available.
How to Attach Intake Form Info to an Existing Lead?Steps to attach intake form info to an existing lead in Lawcus. Send the form, collect the info, and access it easily.
What do I do when my intake form is not mapping or creating a new lead?
Is it possible to shorten the length of the intake form URL?Shorten the length of intake form link.
Can I assign a lead to an existing matter?
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.
Can we remove "Estimated Matter Value" from the lead intake form?
Can I Merge a Lead and a Contact for Questionnaire Tracking?You can't merge leads and contacts, but convert lead records to contact records when they become clients.
Is there a way to export intake form data via CSV for use elsewhere?
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.
Adding Users without Roles in LawcusLawcus requires all users to have assigned roles.
Why am I not receiving email notifications from Lawcus about my activities?
Is there a way to view the IP history of logins into my account?
Can my Zoom link appear automatically after an appointment is scheduled?scheduler link
Can I add a license for my assistant to use Lawcus?
What do I do if the downloaded Google Authenticator doesn't recognize my phone number?
What do I do if SMS with a two-factor authentication code isn't delivering?
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 do I deactivate a user account?Step-by-step guide on deactivating a user account.
How to change the team name?
Can I turn off the sound for messages on PC?
Can I request a password reset for an account?
What to Do If You're Having Trouble Logging In to Lawcus?Learn what to do if you're unable to log in to Lawcus. Possible causes include incorrect login link, forgot password, or technical issues.
Can there be more than one user having an "Owner" role designation?
Resolving Matter Numbering Glitches in LawcusFixing matter numbering glitches in Lawcus made easy. Follow 5 simple steps in matter edit mode to override and save new numbering scheme.