Matter Management
Efficiently organize and track cases, and associated data.
By Devanshi and 1 other2 authors17 articles
- How can I change the view type in the Leads & Matters section?Get the desired page view both in Leads and Matters with simple steps.
- How to Merge Matters?Learn how to merge matters or duplicate matters efficiently while retaining important information.
- How to Manage Matters from the Matter Page and Matter Details Page?Understand features associated with matter page.
Matters
Streamline and organize your legal cases, from inception to resolution.
- How to Add, Edit, Delete, Close, Reopen, and Restrict a Matter.Add a new matter, edit an existing matter, Delete, Close and reopen a matter with quick steps.
- How to Convert a Matter Back to a Lead?Learn to convert matter back to lead & resume lead management.
- How to Locate Notes and Interactions in a Matter or Lead Using Lawcus?Effortlessly find notes & interactions in Lawcus with the powerful search bar.
- How to Pin and Unpin Notes, Meeting Details, and Interactions for Quick Access in Lawcus?Pin and unpin notes, meeting details, and interactions in Lawcus for quick access and better organization.
- How to Customize Matter Location in Lawcus?Set-up matter locations for efficient case management and easy access to relevant information.
- How to Use Notes, Meetings, Issues, and Facts Within Matters and LeadsTags, notes, facts, and issues in Lawcus organise matters, Leads, capture updates, improve visibility, and support efficient workflows.
- How to Star and Unstar Notes, Meeting Details, and Interactions for Quick Access in LawcusStar notes, meeting details, and other interactions in Lawcus to quickly access important information within a matter.
- Bulk Update MattersUpdate multiple matters at once by managing dates, members, tags, privacy, retainers, and other matter details in a single action.
- How to Convert a Matter Back into a LeadMove a Matter back to the Lead pipeline when a case needs further qualification or was converted by mistake.
- How to Configure Matter Billing Preferences in LawcusLearn how to configure matter-level billing preferences and billing instructions at the matter level.
Pipelines
Visualize and automate your matter progression for enhanced efficiency.
FAQs
Quick answers to common questions about matter management in Lawcus.