Securing Your Legal Data: Robust Security Measures on LawcusDiscover Lawcus' top-tier security measures: encryption, IP restriction, 2FA, permission controls & trusted e-signatures.
Lawcus's W-9 FormStreamlining Your Legal Practice with our W-9 Form
How to Archive Past Clients and Manage Non-Hired Leads in Lawcus?Manage past clients & non-hired leads in Lawcus: mark leads as not hired, close matters. No archiving feature currently available.
Can a teammate view all the time entries added by other teammates on a matter?
Why is the Rounding Time Preset Not Executing on Matters?Rounding Time Issue: Enter Minutes for Accurate Results.
Can I filter client trust and matter balance reports by date to see available balance report at different times?Mastering Balance Analysis: Filter client trust & matter reports by date for comprehensive available balance insights.
While adding a repeating related contact, does the merge field sequence contacts like 1, 2, and so on?
Understanding the "Last Contacted" Date on Kanban CardsUnderstanding 'Last Contacted' on Lawcus Kanban Cards: Tracking recent interactions for matters.
Can I restore a deleted file?
How to locate the link to your calendar to send people for scheduling?Create and share a calendar link to organize appointments with ease.
Can I track time without attaching any client or matter to it, and is it saved for subsequent analysis?
Does my account data reside on our local network computer or in the cloud?
Do all parties to an eSign automatically receive a copy of the signed document?
Should client retainers be added to the trust balance?
Can I use lead fields in an auto-generated document?
Document Templates: Supported File TypesLawcus supports only .doc file format for templates. It ensures seamless automation & easy creation of legal docs using merge fields.
Will signature requests sent out of Lawcus be available in my email sent folder?
What Can I Find Using the Search Bar?Lawcus search bar finds contacts, matters, leads, docs, appointments & more. Type keyword, get filtered results by type.
How to Find Tagged Notifications?Lawcus makes it easy to find notifications about posts you've been tagged in - just look for the bell icon & check for tagged notifications.
Troubleshooting HelloSign: The interface never pops up to add the signature blocks.Fixing HelloSign Integration Issues in Lawcus
How to export data from ClioData Migration from Clio
How do I resend a document for E-signature?Steps to send a reminder for E-Signature.
Can I log emails?
Can I add more merge fields for document templates other than the available ones?
Can I get regular Lawcus notifications through SMS?
Is it possible to receive task reminders through SMS texts on my mobile phone?Steps to receive task reminders through SMS Text.
How do I remind a party to respond to an e-sign request?HelloSign's e-signature platform includes automatic and manual options for reminding signers to complete requests. Learn how.
If I save documents in the Files tab rather than the Google Drive option, where does it go?
When logging calls, is it the time you log the call that is notated or the time of the actual call?
How do I create activity categories?Steps to Create Activity categories.
Can I preview uploaded files without having to download and open them?
Can I access all files on a firm-wide basis instead of just the files associated with a particular matter?
What is the best way to ensure I'm notified when an invoice is satisfied?
How can I attach the opposing party's name to a lead to easily identify a conflict of interest?
Can I automate an e-mail reminder to go out days before a scheduled appointment?
Can I edit an event in the mobile app?
What do you use for eSigns?
Can I assign multiple roles to the related contact of a matter?
Can I pause my Lawcus trial period till I'm ready?
Is there a size limit on files that can be uploaded on Lawcus?
Can I send an appointment scheduler link to a client on behalf of another user?
Does a resync of Quickbooks data have any effect on Lawcus setup?Re-sync of Quickbooks
How to copy intake forms or workflow automation from one organization to another?Creating Duplicates: Cloning Intake Forms and Workflow Automation
Do you do product demonstrations?Free Demos
How can you embed Youtube video in forms?Learn how to embed Youtube videos in forms with step-by-step instructions.
How do you check all the transactions in Lawcus accounts?Effortless Accounting with Lawcus: Managing Account Transactions
How do I cancel a eSignature request after sending it out?
Is there a reason why contact info isn't showing on the left side of matter information?
Is it possible to extend my Lawcus trial?
Is there a confirmation pop-up when deleting items?
Is there a way to organize contacts by created date?
Where do e-signed documents go, and how can we access them?
How do I export a matter report with custom field information?Mastering Custom Field Export in Lawcus: A Step-by-Step Guide
Which web browser is recommended for running Lawcus?Lawcus recommends using Google Chrome as the web browser for the best viewing experience.
Is there a way to add two spouses as clients to a single matter?
Lawcus 2.0 (Beta): Switch Between Old vs. New
Lawcus 2.0 (Beta): All You Need to Know About the New User InterfaceDive into the details of Lawcus 2.0, our upgraded user interface, designed to enhance your experience and streamline your workflow.
Lawcus 2.0 (Beta): Themes