FAQ Section

All the answers there is to frequently asked questions about Lawcus

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255 articles in this collection
Written by Maninder Kaur and Devanshi Kackar
General

Lawcus's W-9 Form

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Written by Maninder Kaur
Updated over a week ago

Security on Lawcus

Security on Lawcus
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Written by Maninder Kaur
Updated over a week ago

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

archive/remove leads/matter/clients
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Written by Maninder Kaur
Updated over a week ago

Why is rounding time preset not executing on matters?

Rounding Time Settings
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Written by Maninder Kaur
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 Maninder Kaur
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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Updated over a week ago

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

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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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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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Updated over a week ago

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

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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 Maninder Kaur
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 Maninder Kaur
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 Maninder Kaur
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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Updated over a week ago

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

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Updated over a week ago

Can I get regular Lawcus notifications through SMS?

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Written by Maninder Kaur
Updated over a week ago

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

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Written by Maninder Kaur
Updated over a week ago

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

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Written by Maninder Kaur
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 Maninder Kaur
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

How to create activity categories

Activity categories
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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 Maninder Kaur
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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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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Written by Maninder Kaur
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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Updated over a week ago

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

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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

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 Devanshi Kackar
Updated over a week ago

Do you do product demonstrations?

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Written by Maninder Kaur
Updated over a week ago

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

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Written by Devanshi Kackar
Updated over a week ago

How to check all the transactions made automatically by Lawcus.

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Written by Devanshi Kackar
Updated over a week ago

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

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Written by Maninder Kaur
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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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 Maninder Kaur
Updated over a week ago

Is there a way to organize contacts by date added?

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Written by Maninder Kaur
Updated over a week ago

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

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Written by Maninder Kaur
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 do payment plans on Lawcus?

payment plans
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Updated over a week ago

Is there a way to show outstanding balances for a client matter on an invoice?

outstanding balances on an invoice
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Updated over a week ago

Difference between Simple and Pro invoice themes?

Simple and Pro invoice themes
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Updated over a week ago

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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Updated over a week ago

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

non-billable expense
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Updated over a week ago

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

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Updated over a week ago

Can I revise/edit a generated invoice?

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Updated over a week ago

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

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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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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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Updated over a week ago

Is Lawcus subscription inclusive of Calendly access?

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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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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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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

Are clickable payment links included in generated invoices?

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Updated over a week ago

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

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Written by Maninder Kaur
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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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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Updated over a week ago

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

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Updated over a week ago

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

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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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Updated over a week ago

Is there a feature for marking certain activities as unbillable?

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Updated over a week ago

Is there an option to write off an invoice?

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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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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 Maninder Kaur
Updated over a week ago

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

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Updated over a week ago

Where do I find invoice payment links for clients?

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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Updated over a week ago

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

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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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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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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 Maninder Kaur
Updated over a week ago

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

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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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Updated over a week ago

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

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Updated over a week ago

Is the LawPay usage fee included in the Lawcus subscription?

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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 Maninder Kaur
Updated over a week ago

Should we be using the "Lawcus" or the "Lawcus 1.17.1" on Zapier?

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Written by Devanshi Kackar
Updated over a week ago

How to embed intake forms on the website

embed intake forms
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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 Maninder Kaur
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 Maninder Kaur
Updated over a week ago

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

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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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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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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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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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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

Can task tags be assigned when adding a task through a workflow?

task tags
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Updated over a week ago

Create recurring tasks through workflows

recurring tasks through workflows
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Updated over a week ago

How to automate lead movement from one stage to another

automate lead movement from one stage to another
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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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Written by Devanshi Kackar
Updated over a week ago

Workflow exit rules

Workflow exit rules
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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

Is there a way to find completed intake forms in the matter?

find completed intake forms in the matter
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Updated over a week ago

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 do you associate additional related contacts on the matter?

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

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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Updated over a week ago

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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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 Maninder Kaur
Updated over a week ago
Account Control & Settings

Is there a way to know an invoice reminder was sent to a client?

invoice reminder
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Updated over a week ago

How to add users without any roles?

add users
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Written by Maninder Kaur
Updated over a week ago

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

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Written by Maninder Kaur
Updated over a week ago

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

scheduler link
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Written by Maninder Kaur
Updated over a week ago

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

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Written by Maninder Kaur
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 Maninder Kaur
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 Maninder Kaur
Updated over a week ago

I do not have firm settings in my account settings

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a week ago

Can I use different emails for billing and email communication?

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

Deactivate user account

Deactivate user account
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

Can I change my team name?

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Written by Maninder Kaur
Updated over a week ago

Can I turn off the sound for messages on PC?

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Written by Maninder Kaur
Updated over a week ago

Can I request a password reset for an account?

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Written by Maninder Kaur
Updated over a week ago

What do I do if I have trouble logging in?

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Written by Maninder Kaur
Updated over a week ago

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

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Written by Maninder Kaur
Updated over a week ago

How do I fix glitches in matter numbering?

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Written by Maninder Kaur
Updated over a week ago