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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?
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
General

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?
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?
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?
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.
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.
How to export data from ClioData Migration from Clio
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 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?
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?
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
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?
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

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.
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?
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 for quick action.
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?
How to Manage Online Payments in Lawcus?Accept online payments in Lawcus to streamline your payment process.
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?
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.
Is there an option to send an invoice or request trust funds from mobile app?
Automation & Workflows

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.
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 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 do I trigger a workflow based on the completion of a specific task?Task Completion Trigger : Workflows
CRM & Client Intake

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.
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?