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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
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
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 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?
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?
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 pause my Lawcus trial period till I'm ready?
Is there a size limit on files that can be uploaded on Lawcus?
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 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
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.
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?
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?
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?
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.
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?
What email address will Lawcus use to send emails if I don't integrate any email accounts with my Lawcus profile?
Does Lawcus have an API I can use to integrate with other third-party tools?
Is Lawcus directly integrated with Stripe?
Can I prevent the automatic creation of Google Drive folders for leads or potential matters?
Where do synced emails appear after email syncing?
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.
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?
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
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 AccountsURL for clients or team members to access their accounts.
Can I edit the email's content when we share matters with clients?
How to Set Up Client Portal Notifications in Lawcus?Guide to setting up client portal notifications in Lawcus for prompt response to client changes.
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?
Why are merge fields not pulling data into the Document template?
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?
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.
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 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?
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 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?
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.
Why am I not receiving email notifications from Lawcus about my activities?
Can my Zoom link appear automatically after an appointment is scheduled?scheduler link
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 to change the team name?
Can I turn off the sound for messages on PC?
How to Reset the Password of an Account?Reset the password of your user account.
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.