General
Maninder Kaur avatarDevanshi Kackar avatar
2 authors61 articles
Securing Your Legal Data: Robust Security Measures on Lawcus
Lawcus's W-9 Form
How to Archive Past Clients and Manage Non-Hired Leads in Lawcus?
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?
Can I filter client trust and matter balance reports by date to see available balance report at different times?
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 Cards
Can I restore a deleted file?
How to locate the link to your calendar to send people for scheduling?
Can my answering service access the calendar to book my consults?
Do I have to pay additionally for the Lawcus calendar and appointment scheduler?
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 Types
Will signature requests sent out of Lawcus be available in my email sent folder?
What Can I Find Using the Search Bar?
How to Find Tagged Notifications?
Troubleshooting HelloSign: The interface never pops up to add the signature blocks.
How to export data from Clio
How do I resend a document for E-signature?
Can I log emails?
How long does it take for a newly scheduled appointment to show up on integrated calendars?
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?
How do I remind a party to respond to an e-sign request?
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?
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?
Can I see my calendar availability while adding a meeting under a contact?
Can I schedule an appointment directly from the contact?
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?
Can I view my calendar on 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?
How to copy intake forms or workflow automation from one organization to another?
Do you do product demonstrations?
How can you embed Youtube video in forms?
How do you check all the transactions in Lawcus accounts?
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?
Which web browser is recommended for running Lawcus?
Is there a way to add two spouses as clients to a single matter?