Is there a way to stop a lead from progressing in a workflow?
How to automate lead movement from one stage to another?Automate lead movement from one stage to another.
How to Add a Custom Email Address in the Recipient Field for Email Automation?Customizing Recipients: Add Personalized Emails to Email Automation.
Optimizing Workflow Exit Rules for Seamless Process.Workflow exit rules
Can I use matter name in automated emails instead of client name?
Can the automated SMS sent to clients have a clickable button that has a URL?
Can I bulk-email leads filtered based on practice area and tags?
Can I send automated emails with matter custom fields when a lead moves stages?
Is there a way to add invoice amounts in a document, for example, using merge fields?
Can I create merge fields for my evergreen retainer amount?
Can I use automation to send a client an appointment scheduling SMS/email?Appointment scheduler
How to create an email signature with icons that has links?create email signature
If I use automation for sending emails, will it automatically use the email account integrated with Lawcus?Enhancing Email Automation in Lawcus
How to add a description to the intake form?Guide for including a description within the Lawcus Intake form
Can I use the merge field to include related contact name in a workflow?
Which email address is used by a workflow to send out automated emails?
How does SMS text work in workflow?
Is there a way to test automation?
Can I automate the inclusion of date and time in an SMS through a workflow?
Can I set up a workflow to move matters to the next stage once an invoice balance has been paid?
How do I include a link to the scheduler in a workflow automation?