Matter Management
Efficiently organize and track cases, and associated data.
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 a Matter?Add a new matter, edit an existing matter, Delete, Close and reopen a matter with quick steps.
How to Efficiently Access Your Matter Information in Lawcus?Optimal Matter Management in Lawcus: Simplified Insights & Access.
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 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.
Pipelines
Visualize and automate your matter progression for enhanced efficiency.
How to Add a New Pipeline, Apply and Manage Pipelines in Lawcus?Steps to add and manage pipelines to organize and track your matters efficiently.
How to Apply Pipeline Templates in Lawcus?Quick steps to apply pipeline templates.
FAQs
Quick answers to common questions about matter management in Lawcus.
How to Filter Matters in Lawcus?Learn how to efficiently filter matters in Lawcus for a more organized and focused workflow.