Contacts & Leads
All the resources you need to manage your clients, leads, client onboarding and intake.
By Maninder and 1 other2 authors12 articles
- 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.
- Bulk Update ContactsUpdate multiple contacts at once by managing lead sources, referrals, tags, and more with a single bulk action.
- How to View Contacts, Contact Details, and the Features Associated with Contact Interface?View the contact list and see all the associated features.
Leads
Manage and track your potential clients from initial inquiry to conversion. Learn how to create, organize, update, and move leads through your intake process in Lawcus.
- Manage Not Hired Leads and Customize Not Hired ReasonsLearn how to mark leads as Not Hired and customize Not Hired Reasons to streamline your intake process.
- How to Manage Lead Sources?Manage your referral sources to capture real data for strategic decisions.
- 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.