General Settings
Configure your global preferences and settings.
By Devanshi and 1 other2 authors27 articles
- Understanding User Account Management in LawcusCreate new user account or invite users or delete or deactivate user accounts with easy and quick steps.
- How to Customize Lawcus: Preferences, Themes, and Subscriptions.Learn how to easily customize your Lawcus account by managing preferences, themes, and subscriptions in Lawcus.
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.
- Global Search in LawcusSearch matters, contacts, and leads from one place with simple steps
- 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
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.