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Contacts, CRM & Client Intake
All the resources you need to manage your clients, leads, client onboarding and intake.
How to manage referral sources?Lawcus helps manage law firm referrals through online directories, word-of-mouth, and professional networks.
Using Conditional Logic on Forms in LawcusStreamline form-filling with Lawcus: Learn how to use conditional logic for smarter, personalized online forms.
How to Assign Email Templates to Actions?Configure default and custom email templates for actions in Lawcus to ensure brand consistency.
How to Share Your Intake Form with Customers in Lawcus?Easily share intake forms in Lawcus: email, link, or embed.
How to Create Personalized Email Templates in Lawcus?How to Create Personalized Email Templates in Lawcus? Learn to create templates to save time and maintain consistency in communication.
How to Reopen a Closed Lead in Lawcus?Reopening closed leads is easy with Lawcus. Follow these 5 simple steps to quickly retrieve necessary information and avoid starting over.
Viewing Leads in LawcusEfficiently manage leads with Lawcus. Track progress, view interactions, and convert leads into loyal customers. Pipeline and List views.
Defining Lead Conversion Stages in LawcusTailor your Lawcus lead stages.
Deleting Leads in LawcusEffortlessly delete leads in Lawcus with our step-by-step guide.
Viewing Lost Leads in LawcusDiscover how to access and review Lost Leads in Lawcus, optimizing your law practice's efficiency. Reopen cases if needed.
Viewing Converted Leads in LawcusEffortlessly access converted leads in Lawcus.
How to Mark a Lead as Not Hired in Lawcus?Efficiently manage unconverted leads in Lawcus: Marking process explained.
Marking a Lead as a Converted Lead
Viewing Lead Details in LawcusEffortlessly manage and view lead details in Lawcus for effective client interaction.
How to Add New Leads in Lawcus?Effortlessly add and manage leads in Lawcus with our step-by-step guide.
How to Add a New Client Intake Form in Lawcus?Creating Client Intake Forms in Lawcus: Easy Steps & Tips
How to set Drip Campaigns in Lawcus using WorkflowsMaximize the effectiveness of your Drip Marketing strategy with these key steps.
How to Set Up Your Lawcus Appointment Scheduler?Learn to set up an appointment scheduler with Lawcus, including linking multiple calendars, custom fields, appointment reminders, and more.
How can I filter my contacts?Steps to Filter your contacts.
How to edit existing contact information?Streamline Contact Updates: A Simple Guide to Editing Contact Info in Lawcus
How to Add a New Company in Lawcus?Effortlessly add new companies to Lawcus and streamline your contact management.
How to Add Additional Contacts to a Matter Using Relationships in Lawcus?Effortlessly add related contacts to matters in Lawcus
How to Add a New Person in Lawcus?Effortlessly add new contacts in Lawcus: Click Contacts, Add Person, fill form, Save. Streamline your connections!
Deleting a Contact from the Contact Details Screen in LawcusEffortlessly Delete Contacts from the Detail Page in Lawcus.
How to Create Tags for Contacts in Lawcus?Effortlessly categorize contacts with tags in Lawcus.
How to Delete a Contact in Lawcus?Learn how to effectively delete a contact in Lawcus to manage your client database.