Contacts, CRM & Client Intake
All the resources you need to manage your clients, leads, client onboarding and intake.
By Maninder and 1 other2 authors17 articles
- How to Assign Email Templates to Actions?Configure default and custom email templates for actions in Lawcus to ensure brand consistency.
- How to Use Conditional Logic on Forms in Lawcus?Learn how to use conditional logic for smarter, personalized online forms.
- How to Manage Lead Sources?Manage your referral sources to capture real data for strategic decisions.
- How to Share/Send Your Intake Form with a Client?Easily share intake forms in Lawcus: email, link, embed, or use workflow.
- How to Create Personalized Email Templates in Lawcus?Steps to create templates to save time and maintain consistency in communication.
- How to View Leads, Lead Details, and the Features Associated with Lead Interface?View and manage leads and their details and also utilize the features associated with them.
- How to Manage Lead Stages in Lawcus?Add, Edit, Delete, Change Order, Rename and Manage Lead Stages.
- How to Add, Edit, Delete Leads, and Convert them into Matters in Lawcus.Easily manage leads in Lawcus.
- How to Add a Client Intake Form in Lawcus?Steps to create a client intake or customer intake form and features associated with it.
- How to set Drip Campaigns in Lawcus using Workflows?Maximize the effectiveness of your Drip Marketing strategy with these key steps.
- How to Set Up Your Lawcus Appointment Scheduler?Set up an appointment scheduler, including linking multiple calendars, custom fields, appointment reminders, etc.
- How to View Contacts, Contact Details, and the Features Associated with Contact Interface?View the contact list and see all the associated features.
- How to add Related Contacts to a Matter or Lead in Lawcus?Effortlessly add related contacts to matters or leads.
- How to Add a New Contact, Edit and Delete a Contact in Lawcus?Steps to Add, Edit & Delete Contacts.
- How to Create & Apply Contact Tags in Lawcus?Create, apply and manage contact tags within Lawcus with quick steps.
- How to Merge Contacts?Learn how to merge contacts or duplicate contacts efficiently while retaining important information.
- Understanding Contact Views in Lawcus: All Contacts, Clients, and Potential ClientsA simple guide to understanding how contacts, clients, and leads are organized in Lawcus.