General Settings
Configure your global preferences and settings.
By Devanshi and 1 other2 authors31 articles
- Global Search in LawcusSearch matters, contacts, and leads from one place with simple steps
- Lawcus ConciergeStay updated, get help, share ideas, and connect with the Lawcus team
- How to Navigate and Customize the Side Menu Bar in LawcusLearn how to navigate and customize the Lawcus Side Menu Bar for quick and easy access to frequently used features.
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.