General Settings
Configure your global preferences and settings.
By Devanshi and 1 other2 authors30 articles
User Settings
Personalize your individual account preferences.
- How to Create an Email Signature in Lawcus?Create a professional email signature in Lawcus for consistent branding and communication.
- How to Set Up Two-Factor Authentication in Lawcus?Enable and use Two-Factor Authentication in Lawcus for added security. Disable it anytime.
- How to do the Notification Settings in Lawcus?Understand notification settings in Lawcus for efficiency.
- How to Manage Your Profile Settings in LawcusCustomize your Lawcus profile by updating your personal information, language preferences, timezone, and working week.
- How to Set Default Targets and Hourly Rate?Steps to set the default targets and hourly billing rates.
Firm Settings
Manage and customize settings for your law firm or organization.
- How to Customize Relation Types in Lawcus?Customize relation types in Lawcus for efficient relationship management.
- How to Translate Lawcus in Spanish?Use the Spanish version of Lawcus.
- How to update the Matter Numbering Scheme?Customize & update Matter Numbering Scheme to generate unique identifiers for matter identification & management. Learn how.
- How to manage Practice Areas?Create and manage your practice areas to work efficiently.
- How to set up Practice Area Defaults within Lawcus?Define practice area defaults to stay organized, productive while creating matters and avoid duplications.
- Customize the Top Information Bar for Matters, Leads, and Contacts
- Personalize the Top Bar by Practice AreaSet a default Top Bar layout for your firm and create custom layouts for individual Matter and Lead practice areas.
Bill Settings
Manage and customize your invoices, taxes, hourly rates
- How to set up time rounding?Set up time rounding up to make the time keeping and billing process simpler.
- Managing Lawcus for Multi-Office FirmsLearn how to efficiently manage multiple office locations in Lawcus through customized invoice templates within a single account.
- Understanding Activity Settings in LawcusConfigure Activity Settings in Lawcus to manage time rounding, required fields, expenses, and cost types for accurate billing and activity tracking.
- How to Configure Invoice Workflow Settings in LawcusLearn how to set up and manage invoice approvals and approvers in Lawcus Billing Settings.
- How to Create and Manage Custom Hourly Rates in LawcusLearn how to create and apply custom hourly rates in Lawcus using Billing Settings and matter/client-level rates.
- How to Configure Billing Settings in LawcusExplore the Billing Settings in Lawcus and access detailed articles for configuring each billing feature.
Imports
Easily bring in data from external sources.
- How to Completely Migrate your Firm's Data to Lawcus?Data Migration or Data Import into Lawcus.
- How to Import Expenses into Lawcus?Import expenses seamlessly into Lawcus for organized bookkeeping.
- How to Import Time Entries into Lawcus using a CSV File?Follow simple steps and save time by easily importing all past data.
- How to Import Contacts in Lawcus?Effortlessly import contacts in Lawcus via CSV files.
- How to Import Matters into Lawcus?Effortlessly import matters into Lawcus for seamless case management.
Exports
Seamlessly export your legal data for various needs.
- How to Export Time Entries in Lawcus?Seamlessly export and analyze time entry data.
- How to Export Contacts in Lawcus?Learn how to export contacts and conveniently manage your client data.
- How to Perform a Comprehensive Data Backup and Export in Lawcus?Learn how to perform a comprehensive data backup and export in Lawcus with just one click, and keep your organizational data secure.
- How to Export Matters in Lawcus?Export matters in Lawcus for data migration or analysis.
- How to Export Expenses in Lawcus?Quick steps to export expenses in Lawcus for record keeping.