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FAQ Section
All the answers there is to frequently asked questions about Lawcus
255 articles in this collection
Written by
Maninder Kaur
and
Devanshi Kackar
Notification Settings in Lawcus.
Written by
Devanshi Kackar
Updated over a week ago
How does SMS work in workflow?
Written by
Devanshi Kackar
Updated over a week ago
How to close a Matter automatically using automation.
Written by
Devanshi Kackar
Updated over a week ago
How to unshare a matter with a client?
Written by
Devanshi Kackar
Updated over a week ago
How to manage Clients?
manage Clients in Lawcus
Written by
Devanshi Kackar
Updated over a week ago
How to make task due dates appear on the integrated Google calendar?
Written by
Devanshi Kackar
Updated over a week ago
Is there a way to restore deleted workflows?
Written by
Devanshi Kackar
Updated over a week ago
Is it possible to see all leads (both hired and not hired) in one view?
Written by
Devanshi Kackar
Updated over a week ago
Making "Lead Source" a required field when creating a new lead?
Written by
Devanshi Kackar
Updated over a week ago
General
Lawcus's W-9 Form
Written by
Maninder Kaur
Updated over a week ago
Security on Lawcus
Security on Lawcus
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
Written by
Maninder Kaur
Updated over a week ago
Why is rounding time preset not executing on matters?
Rounding Time Settings
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?
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?
Written by
Maninder Kaur
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?
Written by
Maninder Kaur
Updated over a week ago
Can I restore a deleted file?
Written by
Maninder Kaur
Updated over a week ago
Where can I locate the link to send people to my calendar?
Written by
Maninder Kaur
Updated over a week ago
Can my answering service access the calendar to book my consults?
Written by
Maninder Kaur
Updated over a week ago
Do I have to pay additionally for the Lawcus calendar and appointment scheduler?
Written by
Maninder Kaur
Updated over a week ago
Can I track time without attaching any client or matter to it, and is it saved for subsequent analysis?
Written by
Maninder Kaur
Updated over a week ago
Does my account data reside on our local network computer or in the cloud?
Written by
Maninder Kaur
Updated over a week ago
Do all parties to an eSign automatically receive a copy of the signed document?
Written by
Maninder Kaur
Updated over a week ago
Should client retainers be added to the trust balance?
Written by
Maninder Kaur
Updated over a week ago
Can I use lead fields in an auto-generated document?
Written by
Maninder Kaur
Updated over a week ago
Can document templates be anything other than .doc files?
Written by
Maninder Kaur
Updated over a week ago
Will signature requests sent out of Lawcus be available in my email sent folder?
Written by
Maninder Kaur
Updated over a week ago
What can I use the Search Bar to find?
Search Bar
Written by
Maninder Kaur
Updated over a week ago
Where would I find the notifications if I am tagged?
notifications
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.
Written by
Devanshi Kackar
Updated over a week ago
How to migrate data from Clio to Lawcus
Written by
Devanshi Kackar
Updated over a week ago
How do I resend a document for signature?
Written by
Devanshi Kackar
Updated over a week ago
Can I log emails?
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?
Written by
Maninder Kaur
Updated over a week ago
Can I add more merge fields for document templates other than the available ones?
Written by
Maninder Kaur
Updated over a week ago
Can I get regular Lawcus notifications through SMS?
Written by
Maninder Kaur
Updated over a week ago
Can I get task reminders via SMS texts on my mobile phone?
Written by
Maninder Kaur
Updated over a week ago
How do I remind a party to respond to an e-sign request?
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?
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?
Written by
Maninder Kaur
Updated over a week ago
How to create activity categories
Activity categories
Written by
Maninder Kaur
Updated over a week ago
Can I preview uploaded files without having to download and open them?
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?
Written by
Maninder Kaur
Updated over a week ago
What is the best way to ensure I'm notified when an invoice is satisfied?
Written by
Maninder Kaur
Updated over a week ago
Can I see my calendar availability while adding a meeting under a contact?
Written by
Maninder Kaur
Updated over a week ago
Can I schedule an appointment directly from the contact?
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?
Written by
Maninder Kaur
Updated over a week ago
Can I automate an e-mail reminder to go out days before a scheduled appointment?
Written by
Maninder Kaur
Updated over a week ago
Can I view my calendar on the mobile app?
Written by
Maninder Kaur
Updated over a week ago
What do you use for eSigns?
Written by
Maninder Kaur
Updated over a week ago
Can I assign multiple roles to the related contact of a client?
Written by
Maninder Kaur
Updated over a week ago
Can I pause my Lawcus trial period till I'm ready?
Written by
Maninder Kaur
Updated over a week ago
Is there a size limit on files that can be uploaded on Lawcus?
Written by
Maninder Kaur
Updated over a week ago
Can I send an appointment scheduler link on behalf of another user to a prospect?
Written by
Maninder Kaur
Updated over a week ago
Does a resync of Quickbooks data have any effect on Lawcus setup?
resync of Quickbooks
Written by
Maninder Kaur
Updated over a week ago
How to copy intake forms or workflow automation from one organization to another?
Written by
Devanshi Kackar
Updated over a week ago
Do you do product demonstrations?
Written by
Maninder Kaur
Updated over a week ago
How can you embed videos (YouTube or Vimeo) in forms?
Written by
Devanshi Kackar
Updated over a week ago
How to check all the transactions made automatically by Lawcus.
Written by
Devanshi Kackar
Updated over a week ago
How do I cancel a eSignature request after sending it out?
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?
Written by
Maninder Kaur
Updated over a week ago
Is it possible to extend my Lawcus trial?
Written by
Maninder Kaur
Updated over a week ago
Is there a confirmation pop-up when deleting items?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to organize contacts by date added?
Written by
Maninder Kaur
Updated over a week ago
Where do e-signed documents go, and how can we access it?
Written by
Maninder Kaur
Updated over a week ago
How do I export custom fields?
Written by
Maninder Kaur
Updated over a week ago
What web browser should I use for running Lawcus?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to add two spouses as clients to a single matter?
Written by
Maninder Kaur
Updated over a week ago
Invoicing & Subscription
Is there a way to do payment plans on Lawcus?
payment plans
Written by
Maninder Kaur
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
Written by
Maninder Kaur
Updated over a week ago
Difference between Simple and Pro invoice themes?
Simple and Pro invoice themes
Written by
Maninder Kaur
Updated over a week ago
Is there a way to add interest to unpaid invoices?
add interest to invoice
Written by
Maninder Kaur
Updated over a week ago
Is there a way to export all expenses?
export expense
Written by
Maninder Kaur
Updated over a week ago
Can I make an expense non-billable to a client?
non-billable expense
Written by
Maninder Kaur
Updated over a week ago
Does Lawpay support a payment link that accepts both e-checks and credit card payments?
Written by
Maninder Kaur
Updated over a week ago
Can I revise/edit a generated invoice?
Written by
Maninder Kaur
Updated over a week ago
Can an invoice be deleted and regenerated without deleting the matter's time entries?
Written by
Maninder Kaur
Updated over a week ago
Not able access financial info section in matters to create an invoice
Not able access financial info in matters
Written by
Maninder Kaur
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
Written by
Maninder Kaur
Updated over a week ago
Is Lawcus subscription inclusive of Calendly access?
Written by
Maninder Kaur
Updated over a week ago
Can I run billables for last month while excluding those from the current month?
Written by
Maninder Kaur
Updated over a week ago
Where do I add an online payment link for invoices?
Written by
Maninder Kaur
Updated over a week ago
Can I override a client payment?
Written by
Maninder Kaur
Updated over a week ago
Is retainer balance different from trust balance?
Written by
Maninder Kaur
Updated over a week ago
Is it possible to clear and redo our entire wrongly-setup billing process?
Written by
Maninder Kaur
Updated over a week ago
Are clickable payment links included in generated invoices?
Written by
Maninder Kaur
Updated over a week ago
Will LawPay client payments show up automatically on Lawcus or not?
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?
Written by
Devanshi Kackar
Updated over a week ago
Can users be on different pricing plans?
Written by
Maninder Kaur
Updated over a week ago
Who determines the billing interval for user accounts?
Written by
Maninder Kaur
Updated over a week ago
How do I make sure I'm no longer paying for a user who was listed on our account?
Written by
Maninder Kaur
Updated over a week ago
Am I charged for a new license immediately after I send out a user invitation?
new user charge
Written by
Maninder Kaur
Updated over a week ago
Are subscription cancellations effective immediately or extend till the end of the period paid for?
subscription cancellations effect
Written by
Maninder Kaur
Updated over a week ago
Can a client directly make partial online payments after receiving an invoice?
Written by
Maninder Kaur
Updated over a week ago
Can I accept online payment with Lawcus?
Written by
Maninder Kaur
Updated over a week ago
Can I set up automated draft invoice payments for my clients?
automated payments for clients
Written by
Maninder Kaur
Updated over a week ago
What is the font used in invoices?
Written by
Maninder Kaur
Updated over a week ago
Can I place my firm letterhead on an invoice?
Written by
Maninder Kaur
Updated over a week ago
What do I do when the application of available funds to an invoice isn't reflecting?
Written by
Maninder Kaur
Updated over a week ago
How can I issue a credit to a client for an overpaid expense?
Written by
Maninder Kaur
Updated over a week ago
If I make a user account inactive, will Lawcus stop charging me for it immediately?
Written by
Maninder Kaur
Updated over a week ago
If I cancel my subscription with Lawcus completely, is there a way to export my data?
Written by
Maninder Kaur
Updated over a week ago
Is there a feature for marking certain activities as unbillable?
Written by
Maninder Kaur
Updated over a week ago
Is there an option to write off an invoice?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to exclusively change the name format on invoices?
change name format on invoice
Written by
Maninder Kaur
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
Written by
Maninder Kaur
Updated over a week ago
Is there any difference between a credit request and a trust request?
Written by
Maninder Kaur
Updated over a week ago
Where do I find invoice payment links for clients?
payment
Written by
Maninder Kaur
Updated over a week ago
Can I put two billing addresses or contacts on an invoice?
Written by
Maninder Kaur
Updated over a week ago
Is there a limit to features that can be tested in the trial period?
Written by
Maninder Kaur
Updated over a week ago
What can I do if I can't download a trust request but need a fast alternative?
Written by
Maninder Kaur
Updated over a week ago
If I sign up for a month just to test out Lawcus, am I locked in?
Written by
Maninder Kaur
Updated over a week ago
Is it possible to convert an existing user profile into a new one when we have a new hire?
Written by
Maninder Kaur
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?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to send a single invoice for two matters to a client?
Written by
Maninder Kaur
Updated over a week ago
Why is there an extra charge if I want more eSignature requests on my account or team?
Written by
Maninder Kaur
Updated over a week ago
Is there an option to send an invoice or request trust funds from mobile?
Written by
Maninder Kaur
Updated over a week ago
Is the LawPay usage fee included in the Lawcus subscription?
Written by
Maninder Kaur
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?
Written by
Maninder Kaur
Updated over a week ago
Should we be using the "Lawcus" or the "Lawcus 1.17.1" on Zapier?
Written by
Devanshi Kackar
Updated over a week ago
How to embed intake forms on the website
embed intake forms
Written by
Maninder Kaur
Updated over a week ago
What do I do when there's a glitch with Box integration?
Written by
Maninder Kaur
Updated over a week ago
Do QuickBooks updates automatically reflect in Lawcus?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to automatically create a zoom appointment through the appointment scheduler?
Written by
Devanshi Kackar
Updated over a week ago
The events added on my Google calendar don't show up in Lawcus
Written by
Devanshi Kackar
Updated over a week ago
How does calendar sync from Lawcus Scheduler work?
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?
Written by
Devanshi Kackar
Updated over a week ago
Why aren't OneDrive folders created for some matters?
Written by
Maninder Kaur
Updated over a week ago
Is LawPay integration the only way to accept credit card payments online from clients?
Written by
Maninder Kaur
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?
Written by
Maninder Kaur
Updated over a week ago
Can I change the American date format that appears when linking date custom fields in Zapier?
Written by
Maninder Kaur
Updated over a week ago
Does Lawcus have an API I can use to integrate with other third-party tools?
Written by
Maninder Kaur
Updated over a week ago
Is Lawcus directly integrated with Stripe?
Written by
Maninder Kaur
Updated over a week ago
Is the integration with Google apps one-way or two-way?
Written by
Maninder Kaur
Updated over a week ago
Do events deleted on Google Calendar automatically delete on Lawcus Calendar?
Written by
Maninder Kaur
Updated over a week ago
Can I prevent the automatic creation of Google Drive folders for leads or potential matters?
Written by
Maninder Kaur
Updated over a week ago
Can I preserve archive files for closed matters in the Lawcus folder on Google Drive?
Written by
Maninder Kaur
Updated over a week ago
Are custom fields supported in 'Search Contact' result in Zapier?
custom fields in zapier
Written by
Maninder Kaur
Updated over a week ago
What does 'token name' stand for in Zapier integration?
Written by
Maninder Kaur
Updated over a week ago
Can I integrate Calendly with Lawcus?
Calendly
Written by
Maninder Kaur
Updated over a week ago
Where do synced emails appear after email syncing?
Written by
Maninder Kaur
Updated over a week ago
Do you have Headnote integration?
Written by
Maninder Kaur
Updated over a week ago
Where do I download the Outlook/Gmail add-on for email log syncing with my Lawcus account?
Written by
Maninder Kaur
Updated over a week ago
How do I fix the 'Error Unauthorized' response when trying to integrate Lawcus with a site?
Lawcus API Integration
Written by
Maninder Kaur
Updated over a week ago
Is there a way to automatedly create a Gmail folder in my email for a Google contact?
Written by
Maninder Kaur
Updated over a week ago
Migrations & Imports
Can I import contacts from Lawmatics into Lawcus?
Data Import
Written by
Maninder Kaur
Updated over a week ago
Is full export available if I'm looking to move out of Lawcus?
Written by
Maninder Kaur
Updated over a week ago
What do I do when I can't log in to my account in the data onboarding stage?
Written by
Maninder Kaur
Updated over a week ago
Do you help new users move files from GDrive to the new Lawcus/OneDrive?
Written by
Maninder Kaur
Updated over a week ago
How long does it take to help a new user set up workflow automation or intake forms?
Written by
Maninder Kaur
Updated over a week ago
Can you help set up a new account?
Written by
Maninder Kaur
Updated over a week ago
How much data can be imported from a previous software?
Written by
Maninder Kaur
Updated over a week ago
Can I personally import custom fields from a previous software?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to import contacts from Outlook?
Written by
Maninder Kaur
Updated over a week ago
Is it possible to filter cases by status when exporting matters into a CSV file?
Written by
Maninder Kaur
Updated over a week ago
Do you help new users import their data from a different software provider?
Written by
Maninder Kaur
Updated over a week ago
Client Portal
What URL can a client/teammate use to log in to their respective Lawcus accounts?
URL for client/teammate to login
Written by
Maninder Kaur
Updated over a week ago
Can a matter be shared with multiple contacts?
Written by
Maninder Kaur
Updated over a week ago
Can I edit the content of the email sent out when we share matters with clients?
Written by
Maninder Kaur
Updated over a week ago
If I share a note under info with a client, where are they supposed to see the note?
Written by
Maninder Kaur
Updated over a week ago
How to reinvite a user
Reinvite a user
Written by
Maninder Kaur
Updated over a week ago
Do I get a notification when a client makes changes on the Client Portal?
client portal notifications
Written by
Maninder Kaur
Updated over a week ago
Where are the documents uploaded by clients on our Client Portal saved?
Written by
Maninder Kaur
Updated over a week ago
Why is the work email linked with Lawcus not receiving the client portal invite?
Written by
Maninder Kaur
Updated over a week ago
Can I disable a client's ability to post or record interactions?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to view the client portal from a particular client's perspective?
Written by
Devanshi Kackar
Updated over a week ago
Do I need to create a matter for an invitee to be able to upload documents on the client portal?
Written by
Maninder Kaur
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?
Written by
Maninder Kaur
Updated over a week ago
What do I do if some recipients are not receiving my e-Sign request?
Written by
Maninder Kaur
Updated over a week ago
Why are merge fields not pulling data into Google Document template?
Written by
Maninder Kaur
Updated over a week ago
What do I do if matter folders aren't appearing in Outlook after integration?
Written by
Maninder Kaur
Updated over a week ago
What do I do when related contact merge fields aren't working in document automation?
Written by
Maninder Kaur
Updated over a week ago
Why are secure messages from clients showing in the Interactions tab rather than in the client's matter?
Written by
Maninder Kaur
Updated over a week ago
What do I do when unable to send an engagement letter to clients?
Written by
Maninder Kaur
Updated over a week ago
I'm running into a glitch when accessing a client file. What do I do?
Written by
Maninder Kaur
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?
Written by
Maninder Kaur
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?
Written by
Maninder Kaur
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?
Written by
Maninder Kaur
Updated over a week ago
Automation & Workflows
Can task tags be assigned when adding a task through a workflow?
task tags
Written by
Maninder Kaur
Updated over a week ago
Create recurring tasks through workflows
recurring tasks through workflows
Written by
Maninder Kaur
Updated over a week ago
How to automate lead movement from one stage to another
automate lead movement from one stage to another
Written by
Maninder Kaur
Updated over a week ago
How to add a custom email in the Recipient Field?
add custom email
Written by
Maninder Kaur
Updated over a week ago
Is it possible to use automation to convert a lead to a matter?
Written by
Devanshi Kackar
Updated over a week ago
Workflow exit rules
Workflow exit rules
Written by
Maninder Kaur
Updated over a week ago
Can I use matter name in automated emails instead of client name?
Written by
Maninder Kaur
Updated over a week ago
Can the automated SMS sent to clients have a clickable button that has a URL?
Written by
Maninder Kaur
Updated over a week ago
Will future emails on an assigned workflow still go out for a closed matter?
Written by
Maninder Kaur
Updated over a week ago
Can I bulk-email leads filtered based on practice area and tags?
Written by
Maninder Kaur
Updated over a week ago
Can I set up a Zap which pulls data from custom fields in a lead?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to add invoice amounts in a document, for example, using merge fields?
Written by
Maninder Kaur
Updated over a week ago
Can I create merge fields for my evergreen retainer amount?
Written by
Maninder Kaur
Updated over a week ago
Can I use automation to send an appointment scheduling SMS/email to a client?
appointment scheduler
Written by
Maninder Kaur
Updated over a week ago
How to create an email signature with icons that has links?
create email signature
Written by
Maninder Kaur
Updated over a week ago
If I use automation to send out emails automatically, will that also use the email integrated with Lawcus?
Written by
Devanshi Kackar
Updated over a week ago
How to add a description without an option in the intake form?
Written by
Devanshi Kackar
Updated over a week ago
Can I use the merge field to include related contact name in a workflow?
Written by
Maninder Kaur
Updated over a week ago
Which email address is used by a workflow to send out automated emails?
Written by
Maninder Kaur
Updated over a week ago
How does SMS text work in workflow?
Written by
Maninder Kaur
Updated over a week ago
When creating a task via workflow, what does the Name field correspond to within tasks?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to test automation?
Written by
Maninder Kaur
Updated over a week ago
Can I use LawPay payment as a trigger for workflow automation?
Written by
Maninder Kaur
Updated over a week ago
Can I automate the inclusion of date and time in an SMS through a workflow?
Written by
Maninder Kaur
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?
Written by
Maninder Kaur
Updated over a week ago
How do I include a link to the Scheduler in a workflow automation?
Written by
Maninder Kaur
Updated over a week ago
How can I request related contact addresses in document automation?
Written by
Maninder Kaur
Updated over a week ago
How do I structure a workflow to choose the task on whose completion a specific action is triggered?
Written by
Maninder Kaur
Updated over a week ago
Tasks
Can I break out subtasks so that tasks and subtasks show up in one list?
Written by
Maninder Kaur
Updated over a week ago
Is there a feature to sort tasks/matters by priority?
Written by
Maninder Kaur
Updated over a week ago
Can I assign a priority to each task?
Written by
Maninder Kaur
Updated over a week ago
How to check current updates on Tasks?
check current updates on Tasks
Written by
Maninder Kaur
Updated over a week ago
Matters
How revise or edit the time entries in a matter?
How revise or edit the time entries in a matter?
Written by
Maninder Kaur
Updated over a week ago
What is the best way to merge documents and notes of a matter that has a duplicate?
Written by
Maninder Kaur
Updated over a week ago
Can I filter matters by custom fields?
Written by
Maninder Kaur
Updated over a week ago
Is it possible to add a tag in the notes section of matters?
Written by
Maninder Kaur
Updated over a week ago
How do I fix a matter that disappeared on matter view and can only be found if I search the contact name?
Written by
Maninder Kaur
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
Written by
Maninder Kaur
Updated over a week ago
Will the linked contact and matter be deleted if I delete a lead?
delete lead
Written by
Maninder Kaur
Updated over a week ago
How do you associate additional related contacts on the matter?
associate additional contacts
Written by
Maninder Kaur
Updated over a week ago
How to check the lead creation date
lead creation date
Written by
Maninder Kaur
Updated over a week ago
Can I remove the firm logo on an intake form before sending it?
Written by
Maninder Kaur
Updated over a week ago
What do I do if data input to the "relationship type" field in related contact isn't saving?
Written by
Maninder Kaur
Updated over a week ago
Can the middle name field appear in the "Client Information" and "Related Contact Info" blocks on intake forms?
Written by
Maninder Kaur
Updated over a week ago
Why are manual questionnaires sending out through a different email address?
Written by
Maninder Kaur
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
Written by
Maninder Kaur
Updated over a week ago
Which email address is used to send out automated emails If I don't integrate any?
Written by
Maninder Kaur
Updated over a week ago
Can I edit or change the response type on intake form questions?
Written by
Maninder Kaur
Updated over a week ago
Can my clients include other additional information in intake forms asides from contact?
Written by
Maninder Kaur
Updated over a week ago
Can I change an intake form status from 'completed' to 'in-progress?
Written by
Maninder Kaur
Updated over a week ago
Can my client edit an intake form after submission?
Written by
Maninder Kaur
Updated over a week ago
Can an email sent via workflow be retracted?
retract email
Written by
Maninder Kaur
Updated over a week ago
Can I send a mass email to all contacts?
mass email
Written by
Maninder Kaur
Updated over a week ago
How can I attach the info from an intake form to an existing lead?
Written by
Maninder Kaur
Updated over a week ago
What do I do when my intake form is not mapping or creating a new client lead?
Written by
Maninder Kaur
Updated over a week ago
Is it possible to shorten the length of intake form link?
shorten the length of intake form link
Written by
Maninder Kaur
Updated over a week ago
Can I assign a lead to an existing matter?
lead
Written by
Maninder Kaur
Updated over a week ago
How to get lead conversion report
lead conversion report
Written by
Maninder Kaur
Updated over a week ago
Can we remove "Estimated Matter Value" in the lead intake form?
Written by
Maninder Kaur
Updated over a week ago
How do I merge lead and contact for questionnaire tracking purposes?
Written by
Maninder Kaur
Updated over a week ago
Is there a way to export intake form data via CSV for use elsewhere?
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
Written by
Maninder Kaur
Updated over a week ago
How to add users without any roles?
add users
Written by
Maninder Kaur
Updated over a week ago
Is there a way to view the IP history of logins into my account?
Written by
Maninder Kaur
Updated over a week ago
Can my Zoom link appear automatically after an appointment is scheduled?
scheduler link
Written by
Maninder Kaur
Updated over a week ago
Can I add a license for my assistant to use Lawcus?
Written by
Maninder Kaur
Updated over a week ago
What do I do if the downloaded Google Authenticator isn't recognizing my phone number?
Written by
Maninder Kaur
Updated over a week ago
What do I do if SMS with a two-factor authentication code isn't delivering?
Written by
Maninder Kaur
Updated over a week ago
I do not have firm settings in my account settings
Written by
Devanshi Kackar
Updated over a week ago
Can I use different emails for billing and email communication?
Written by
Maninder Kaur
Updated over a week ago
Deactivate user account
Deactivate user account
Written by
Maninder Kaur
Updated over a week ago
Can I change my team name?
Written by
Maninder Kaur
Updated over a week ago
Can I turn off the sound for messages on PC?
Written by
Maninder Kaur
Updated over a week ago
Can I request a password reset for an account?
Written by
Maninder Kaur
Updated over a week ago
What do I do if I have trouble logging in?
Written by
Maninder Kaur
Updated over a week ago
Can there be more than one user having an "Owner" role designation?
Written by
Maninder Kaur
Updated over a week ago
How do I fix glitches in matter numbering?
Written by
Maninder Kaur
Updated over a week ago