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Contacts, CRM & Client Intake

All the resources you need to manage your clients, leads, client onboarding and intake.

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?How to Create Personalized Email Templates in Lawcus? Learn 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, Update, and Delete Leads 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?Learn to set up an appointment scheduler with Lawcus, including linking multiple calendars, custom fields, appointment reminders, and more.
How to View Contacts, Contact Details, and the Features Associated with Contact Interface?View the contact list and see all the associated features.