FAQ Section

All the answers there is to frequently asked questions about Lawcus

Ridwan Sharomi avatar Japneet Singh avatar Devanshi Kackar avatar
254 articles in this collection
Written by Ridwan Sharomi, Japneet Singh, and Devanshi Kackar
General

Can I archive past clients and/or those who chose not to hire?

archive/remove leads/matter/clients
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Written by Ridwan Sharomi
Updated this week

Why is rounding time preset not executing on matters?

Rounding Time Settings
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Written by Ridwan Sharomi
Updated over a week ago

Can I filter client trust and matter balance reports by date to see available balance report at different times?

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Written by Ridwan Sharomi
Updated over a week ago

While adding a repeating related contact, does the merge field sequence contacts like 1, 2, and so on?

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Updated over a week ago

What date is used for the "last contacted" display on the Kanban card for a matter or matter pipeline view?

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Updated over a week ago

Can I restore a deleted file?

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Written by Ridwan Sharomi
Updated over a week ago

Where can I locate the link to send people to my calendar?

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Written by Ridwan Sharomi
Updated over a week ago

Can my answering service access the calendar to book my consults?

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Updated over a week ago

Do I have to pay additionally for the Lawcus calendar and appointment scheduler?

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Written by Ridwan Sharomi
Updated over a week ago

Can I track time without attaching any client or matter to it, and is it saved for subsequent analysis?

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Written by Ridwan Sharomi
Updated over a week ago

Does my account data reside on our local network computer or in the cloud?

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Written by Ridwan Sharomi
Updated over a week ago

Integrate multiple calendars with Lawcus calendar

Integrate multiple calendars with Lawcus calendar
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Updated over a week ago

Do all parties to an eSign automatically receive a copy of the signed document?

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Updated over a week ago

Should client retainers be added to the trust balance?

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Updated over a week ago

Can I use lead fields in an auto-generated document?

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Updated over a week ago

Can document templates be anything other than .doc files?

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Updated over a week ago

Will signature requests sent out of Lawcus be available in my email sent folder?

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Written by Ridwan Sharomi
Updated over a week ago

What can I use the Search Bar to find?

Search Bar
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Updated over a week ago

Where would I find the notifications if I am tagged?

notifications
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Written by Ridwan Sharomi
Updated over a week ago

Having trouble sending an e-signature request. The HelloSign interface never pops up to add the signature blocks.

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Written by Devanshi Kackar
Updated over a week ago

How to migrate data from Clio to Lawcus

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Written by Devanshi Kackar
Updated over a week ago

How do I resend a document for signature?

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Written by Devanshi Kackar
Updated over a week ago

Can I log emails?

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Written by Ridwan Sharomi
Updated over a week ago

How long does it take for a newly scheduled appointment to show up on integrated calendars?

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Written by Ridwan Sharomi
Updated over a week ago

Can I add more merge fields for document templates other than the available ones?

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Written by Ridwan Sharomi
Updated over a week ago

Can I get regular Lawcus notifications through SMS?

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Written by Ridwan Sharomi
Updated over a week ago

Can I get task reminders via SMS texts on my mobile phone?

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Written by Ridwan Sharomi
Updated over a week ago

How do I remind a party to respond to an e-sign request?

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Written by Ridwan Sharomi
Updated over a week ago

If I save documents in the Files tab rather than the Google Drive option, where does it go?

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Written by Ridwan Sharomi
Updated over a week ago

When logging calls, is it the time you log the call that is notated or the time of the actual call?

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Updated over a week ago

Can I add more activity categories for time entries?

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Updated over a week ago

Can I preview uploaded files without having to download and open them?

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Written by Ridwan Sharomi
Updated over a week ago

Can I access all files on a firm-wide basis instead of just the files associated with a particular matter?

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Written by Ridwan Sharomi
Updated over a week ago

What is the best way to ensure I'm notified when an invoice is satisfied?

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Updated over a week ago

Can I see my calendar availability while adding a meeting under a contact?

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Updated over a week ago

Can I schedule an appointment directly from the contact?

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Updated over a week ago

How can I attach the opposing party's name to a lead to easily identify conflict of interest?

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Written by Ridwan Sharomi
Updated over a week ago

Can I automate an e-mail reminder to go out days before a scheduled appointment?

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Written by Ridwan Sharomi
Updated over a week ago

Can I view my calendar on the mobile app?

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Updated over a week ago

What do you use for eSigns?

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Updated over a week ago

Can I assign multiple roles to the related contact of a client?

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Updated over a week ago

Can I pause my Lawcus trial period till I'm ready?

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Updated over a week ago

Is there a size limit on files that can be uploaded on Lawcus?

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Updated over a week ago

Can I send an appointment scheduler link on behalf of another user to a prospect?

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Updated over a week ago

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

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Updated over a week ago

Does a resync of Quickbooks data have any effect on Lawcus setup?

resync of Quickbooks
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Updated over a week ago

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

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Written by Japneet Singh
Updated over a week ago

Do you do product demonstrations?

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Written by Ridwan Sharomi
Updated over a week ago

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

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Written by Japneet Singh
Updated over a week ago

How to check all the transactions made automatically by Lawcus.

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Written by Japneet Singh
Updated over a week ago

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

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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?

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Written by Ridwan Sharomi
Updated over a week ago

Is it possible to extend my Lawcus trial?

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Updated over a week ago

Is there a confirmation pop-up when deleting items?

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Written by Ridwan Sharomi
Updated over a week ago

Is there a way to organize contacts by date added?

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Written by Ridwan Sharomi
Updated over a week ago

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

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Written by Ridwan Sharomi
Updated over a week ago

How do I export custom fields?

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Updated over a week ago

Which internet browser is best to use for Lawcus?

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Updated over a week ago

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

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Updated over a week ago
Invoicing & Subscription

Is there a way to add interest to unpaid invoices?

add interest to invoice
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Updated over a week ago

Is there a way to export all expenses?

export expense
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Written by Ridwan Sharomi
Updated this week

Can I make an expense non-billable to a client?

non-billable expense
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Updated this week

Does Lawpay support a payment link that accepts both e-checks and credit card payments?

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Written by Ridwan Sharomi
Updated over a week ago

Can I revise/edit a generated invoice?

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Written by Ridwan Sharomi
Updated over a week ago

Can an invoice be deleted and regenerated without deleting the matter's time entries?

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Written by Ridwan Sharomi
Updated over a week ago

How can I add tax to invoices in bulk rather than individually?

bulk add tax
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Updated over a week ago

Not able access financial info section in matters to create an invoice

Not able access financial info in matters
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Written by Ridwan Sharomi
Updated over a week ago

How to sort time entries that are to be billed/invoiced

sort time entries that are to be billed/invoiced
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Written by Ridwan Sharomi
Updated over a week ago

Is Lawcus subscription inclusive of Calendly access?

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Written by Ridwan Sharomi
Updated over a week ago

How to mark invoices as paid?

mark invoice as paid
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Updated over a week ago

Can I run billables for last month while excluding those from the current month?

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Updated over a week ago

Where do I add an online payment link for invoices?

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Written by Ridwan Sharomi
Updated over a week ago

Can I override a client payment?

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Updated over a week ago

Is retainer balance different from trust balance?

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Written by Ridwan Sharomi
Updated over a week ago

Is it possible to clear and redo our entire wrongly-setup billing process?

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Updated over a week ago

Will there be a clickable payment link in the invoice for clients when invoices are generated?

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Written by Ridwan Sharomi
Updated over a week ago

Will LawPay client payments show up automatically on Lawcus or not?

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Updated over a week ago

Is the only way to accept credit card payments online by purchasing a LawPay account and setting up the integration?

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Written by Devanshi Kackar
Updated over a week ago

Can users be on different pricing plans?

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Updated over a week ago

Who determines the billing interval for user accounts?

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Updated over a week ago

How do I make sure I'm no longer paying for a user who was listed on our account?

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Updated over a week ago

Am I charged for a new license immediately after I send out a user invitation?

new user charge
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Updated over a week ago

Are subscription cancellations effective immediately or extend till the end of the period paid for?

subscription cancellations effect
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Updated over a week ago

Can a client directly make partial online payments after receiving an invoice?

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Written by Ridwan Sharomi
Updated over a week ago

Can I accept online payment with Lawcus?

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Updated over a week ago

Can I set up automated draft invoice payments for my clients?

automated payments for clients
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Updated over a week ago

What is the font used in invoices?

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Updated over a week ago

Can I place my firm letterhead on an invoice?

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Updated over a week ago

What do I do when the application of available funds to an invoice isn't reflecting?

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Written by Ridwan Sharomi
Updated over a week ago

How can I issue a credit to a client for an overpaid expense?

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Written by Ridwan Sharomi
Updated over a week ago

If I make a user account inactive, will Lawcus stop charging me for it immediately?

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Written by Ridwan Sharomi
Updated over a week ago

If I cancel my subscription with Lawcus completely, is there a way to export my data?

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Written by Ridwan Sharomi
Updated over a week ago

Is there a feature for marking certain activities as unbillable?

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Written by Ridwan Sharomi
Updated over a week ago

Is there an option to write off an invoice?

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Written by Ridwan Sharomi
Updated over a week ago

Is there a way to exclusively change the name format on invoices?

change name format on invoice
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Written by Ridwan Sharomi
Updated over a week ago

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
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Written by Ridwan Sharomi
Updated over a week ago

What is your refund policy?

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Updated over a week ago

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

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Updated over a week ago

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

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Written by Ridwan Sharomi
Updated over a week ago

Where is the payment link with which a client can pay?

payment
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Updated over a week ago

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

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Written by Ridwan Sharomi
Updated over a week ago

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

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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?

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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?

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Updated over a week ago

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

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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?

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Written by Ridwan Sharomi
Updated over a week ago

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

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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?

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Written by Ridwan Sharomi
Updated over a week ago

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

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Written by Ridwan Sharomi
Updated over a week ago

Is the LawPay usage fee included in the Lawcus subscription?

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Written by Ridwan Sharomi
Updated over a week ago
Integrations

What should a teammate do when getting "app is blocked" error while connecting Lawcus with Google?

"app is blocked" error while connecting Lawcus with Google?
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Written by Ridwan Sharomi
Updated this week

How to embed intake forms on the website

embed intake forms
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Written by Ridwan Sharomi
Updated over a week ago

What do I do when there's a glitch with Box integration?

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Updated over a week ago

Do QuickBooks updates automatically reflect in Lawcus?

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Written by Ridwan Sharomi
Updated over a week ago

Is there a way to automatically create a zoom appointment through the appointment scheduler?

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Written by Devanshi Kackar
Updated over a week ago

The events added on my Google calendar don't show up in Lawcus

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Written by Devanshi Kackar
Updated over a week ago

How does calendar sync from Lawcus Scheduler work?

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Written by Devanshi Kackar
Updated over a week ago

If I don’t integrate any emails with my Lawcus account? Which email address will Lawcus use to send out emails?

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Written by Devanshi Kackar
Updated over a week ago

Why aren't OneDrive folders created for some matters?

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Written by Ridwan Sharomi
Updated over a week ago

Is LawPay integration the only way to accept credit card payments online from clients?

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Written by Ridwan Sharomi
Updated over a week ago

If I want to create a lead in Zapier, do I select "create person" or "create matter" as the action?

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Written by Ridwan Sharomi
Updated over a week ago

Can I change the American date format that appears when linking date custom fields in Zapier?

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Updated over a week ago

Does Lawcus have an API I can use to integrate with other third-party tools?

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Updated over a week ago

Is Lawcus directly integrated with Stripe?

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Updated over a week ago

Is the integration with Google apps one-way or two-way?

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Updated over a week ago

Do events deleted on Google Calendar automatically delete on Lawcus Calendar?

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Updated over a week ago

Can I prevent the automatic creation of Google Drive folders for leads or potential matters?

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Updated over a week ago

Can I preserve archive files for closed matters in the Lawcus folder on Google Drive?

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Updated over a week ago

Are custom fields supported in 'Search Contact' result in Zapier?

custom fields in zapier
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Updated over a week ago

What does 'token name' stand for in Zapier integration?

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Written by Ridwan Sharomi
Updated over a week ago

Can I integrate Calendly with Lawcus?

Calendly
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Updated over a week ago

Where do synced emails appear after email syncing?

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Updated over a week ago

Do you have Headnote integration?

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Updated over a week ago

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

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Updated over a week ago

How do I fix the 'Error Unauthorized' response when trying to integrate Lawcus with a site?

Lawcus API Integration
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Updated over a week ago

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

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Updated over a week ago
Troubleshooting

What do I do if I'm trying to send an invoice in a matter and the email won't send?

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Written by Ridwan Sharomi
Updated over a week ago

What do I do if some recipients are not receiving my e-Sign request?

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Written by Ridwan Sharomi
Updated over a week ago

Why are merge fields not pulling data into Google Document template?

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Written by Ridwan Sharomi
Updated over a week ago

What do I do if matter folders aren't appearing in Outlook after integration?

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Written by Ridwan Sharomi
Updated over a week ago

What do I do when related contact merge fields aren't working in document automation?

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Updated over a week ago

Why are secure messages from clients showing in the Interactions tab rather than in the client's matter?

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Updated over a week ago

What do I do when unable to send an engagement letter to clients?

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Updated over a week ago

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

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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?

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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?

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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?

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Updated over a week ago
Automation & Workflows

Create recurring tasks through workflows

recurring tasks through workflows
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Written by Ridwan Sharomi
Updated this week

How to automate lead movement from one stage to another

automate lead movement from one stage to another
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Written by Ridwan Sharomi
Updated over a week ago

How to add a custom email in the Recipient Field?

add custom email
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Updated over a week ago

Is it possible to use automation to convert a lead to a matter?

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Updated over a week ago

Workflow exit rules

Workflow exit rules
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What are exit conditions in workflow automation?

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Updated over a week ago

Can I use matter name in automated emails instead of client name?

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Updated over a week ago

Can the automated SMS sent to clients have a clickable button that has a URL?

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Updated over a week ago

Will future emails on an assigned workflow still go out for a closed matter?

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Updated over a week ago

Can I bulk-email leads filtered based on practice area and tags?

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Updated over a week ago

Can I set up a Zap which pulls data from custom fields in a lead?

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Updated over a week ago

Is there a way to add invoice amounts in a document, for example, using merge fields?

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Updated over a week ago

Can I create merge fields for my evergreen retainer amount?

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Updated over a week ago

Can I use automation to send an appointment scheduling SMS/email to a client?

appointment scheduler
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Updated over a week ago

How to create an email signature with icons that has links?

create email signature
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Updated over a week ago

If I use automation to send out emails automatically, will that also use the email integrated with Lawcus?

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Written by Devanshi Kackar
Updated over a week ago

How to add a description without an option in the intake form?

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Written by Devanshi Kackar
Updated over a week ago

Can I use the merge field to include related contact name in a workflow?

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Updated over a week ago

Which email address is used by a workflow to send out automated emails?

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Updated over a week ago

How does SMS text work in workflow?

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Updated over a week ago

When creating a task via workflow, what does the Name field correspond to within tasks?

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Updated over a week ago

Is there a way to test automation?

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Updated over a week ago

Can I use LawPay payment as a trigger for workflow automation?

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Updated over a week ago

Can I automate the inclusion of date and time in an SMS through a workflow?

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Updated over a week ago

Can I set up a workflow to move matters to the next stage once an invoice balance has been paid?

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Updated over a week ago

How do I include a link to the Scheduler in a workflow automation?

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Updated over a week ago

How can I request related contact addresses in document automation?

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Updated over a week ago

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

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Updated over a week ago
CRM & Client Intake

Will the linked contact and matter be deleted if I delete a lead?

delete lead
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Updated over a week ago

How to associate additional contacts in saved contact?

associate additional contacts
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Updated over a week ago

How to check the lead creation date

lead creation date
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Updated over a week ago

Can I remove the firm logo on an intake form before sending it?

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Updated over a week ago

What do I do if data input to the "relationship type" field in related contact isn't saving?

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Updated over a week ago

Can the middle name field appear in the "Client Information" and "Related Contact Info" blocks on intake forms?

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Updated over a week ago

Can I attach a document to an email template?

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Updated over a week ago

Why are manual questionnaires sending out through a different email address?

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Updated over a week ago

Can I get a lead's intake form information to their lead file before it is associated with a matter?

lead intake form
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Updated over a week ago

Which email address is used to send out automated emails If I don't integrate any?

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Updated over a week ago

Can I edit or change the response type on intake form questions?

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Updated over a week ago

Can my clients include other additional information in intake forms asides from contact?

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Updated over a week ago

Can I change an intake form status from 'completed' to 'in-progress?

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Updated over a week ago

Can my client edit an intake form after submission?

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Updated over a week ago

Can an email sent via workflow be retracted?

retract email
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Updated over a week ago

Can I send a mass email to all contacts?

mass email
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Updated over a week ago

How can I attach the info from an intake form to an existing lead?

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Updated over a week ago

What do I do when my intake form is not mapping or creating a new client lead?

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Updated over a week ago

Is it possible to shorten the length of intake form link?

shorten the length of intake form link
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Updated over a week ago

Can I assign a lead to an existing matter?

lead
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How to get lead conversion report

lead conversion report
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Updated over a week ago

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

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Updated over a week ago

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

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Written by Ridwan Sharomi
Updated over a week ago

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

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Written by Ridwan Sharomi
Updated over a week ago
Account Control & Settings

Is there a way to view the IP history of logins into my account?

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Written by Ridwan Sharomi
Updated over a week ago

Can my Zoom link appear automatically after an appointment is scheduled?

scheduler link
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Written by Ridwan Sharomi
Updated over a week ago

Can I add a license for my assistant to use Lawcus?

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Written by Ridwan Sharomi
Updated over a week ago

What do I do if the downloaded Google Authenticator isn't recognizing my phone number?

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Written by Ridwan Sharomi
Updated over a week ago

What do I do if SMS with a two-factor authentication code isn't delivering?

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Written by Ridwan Sharomi
Updated over a week ago

I do not have firm settings in my account settings

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Written by Devanshi Kackar
Updated over a week ago

Can I use different emails for billing and email communication?

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Written by Ridwan Sharomi
Updated over a week ago

Can I deactivate the admin user account without losing the information contributed?

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Written by Ridwan Sharomi
Updated over a week ago

Can I change my team name?

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Written by Ridwan Sharomi
Updated over a week ago

Can I turn off the sound for messages on PC?

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Written by Ridwan Sharomi
Updated over a week ago

Can I request a password reset for an account?

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Written by Ridwan Sharomi
Updated over a week ago

What do I do if I have trouble logging in?

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Written by Ridwan Sharomi
Updated over a week ago

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

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Written by Ridwan Sharomi
Updated over a week ago

How do I fix glitches in matter numbering?

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Written by Ridwan Sharomi
Updated over a week ago