FAQ Section
Answers to all FAQs and questions about Lawcus.
By Devanshi1 author38 articles
How to Manage the Access Provisioning of Clients?Manage your client's access to Lawcus with the simple steps.
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.
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 Clio?Data Migration from Clio
How to Create Activity Categories?Steps to Create Activity categories.
How do you check all the transactions in Lawcus accounts?Effortless Accounting with Lawcus: Managing Account Transactions
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 Submit and Track Feature Requests in Lawcus?Learn how to submit, vote, and track feature requests on the Lawcus product roadmap.
How to Show Outstanding Balances on a Client Invoice?Show outstanding balances on client matter invoices to encourage timely payments & improve cash flow.
Adding Interest to Unpaid Invoices in LawcusAdding interest work around: 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.
How to Override a Client Payment in Lawcus?Learn to override client payments in Lawcus by deleting or editing the payment on the invoice.
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.
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.
How to Import Contacts from Lawmatics into Lawcus?Migrate your contacts in Lawmatics into Lawcus.
How to Export Data from Amicus?Seamless Migration from Amicus
How to Export Data from Practice Panther?Migrating Data from PracticePanther to Lawcus: A Step-by-Step Guide
How to export data from MyCase?Data Migration from MyCase
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?
How to Generate a Lead Conversion Report in Lawcus?Track lead conversion to gain insights into lead generation. Filter by source, attorney, & more.