All Collections
Matter Management
Efficiently organize and track cases, and associated data.
How can I change the view type in the Leads & Matters section?
Matters
Streamline and organize your legal cases, from inception to resolution.
How to Add a New Matter in Lawcus?Learn how to add new matters efficiently in Lawcus.
How to Efficiently Access Your Matter Information in Lawcus?Optimal Matter Management in Lawcus: Simplified Insights & Access.
How to View Details of Matters in Lawcus?Explore Matter Details: Simplify legal workflows with comprehensive insights & actions. Optimize your practice now!
How to Convert a Matter Back to a Lead in Four Simple Steps.Undo lead conversion in 4 steps with Lawcus. Learn to convert matter back to lead & resume lead management.
How to add members to a matter?Add teammates on a matter
How to remove members from a matter
How to change matter visibility to public
How to Add a New Practice Area in Lawcus?Learn how to add practice areas in Lawcus for efficient matter organization.
How to Efficiently Locate Notes and Interactions in a Matter Using Lawcus?Effortlessly find notes & interactions in Lawcus with the powerful search bar. Simplify matter management.
How to manually override a matter number
How to set matter visibility to private
How to Pin and Unpin Notes, Meeting Details, and Interactions for Quick Access in LawcusDiscover how to efficiently pin and unpin notes, meeting details, and interactions in Lawcus for quick access and better organization.
How to organize your matter files using foldersOrganise your matter documents into folders
How to Customize Matter Location in Lawcus?Learn how to customize matter locations in Lawcus for efficient case management and easy access to relevant information.
Deleting a Matter in Lawcus: Managing Your Matter EntriesDeleting a matter in Lawcus: Manage entries & data impact.
How to Close a Matter in Lawcus?Learn how to close matters in Lawcus effectively. Archive completed cases & streamline your workspace.
How to re-open a closed matter
Efficiently Manage Matter Contacts with Lawcus RelationshipsLearn how to easily add and manage related contacts in Lawcus to streamline matter collaboration.
How to set up a flat fee matter?Learn how to set up a flat fee matter on Lawcus to provide clients with predictable legal fees and foster stronger relationships with them.
How to Unshare a Matter with a Client?Revoking Client Access: Steps to Unshare a Matter
Pipelines
Visualize and automate your matter progression for enhanced efficiency.
How to Add a New Pipeline in Lawcus?Learn how to add a new pipeline in Lawcus to organize and track your matters efficiently. Follow these steps.
How to automate your pipelines?Learn to streamline and simplify your processes with automation, enhancing efficiency
and productivity in your pipelines.
How to Apply Pipeline Templates in LawcusManaging Pipelines in Lawcus
How to Add a New Stage to Your Pipeline in Lawcus?Learn how to add stages to your Lawcus pipelines.
Seamless Pipeline Deletion in Lawcus: A Step-by-Step GuideEffortlessly delete Lawcus pipelines: Settings > Firm Settings > Manage Pipelines > Delete icon.
FAQs
Quick answers to common questions about matter management in Lawcus.
How to Efficiently Filter Matters in Lawcus?Learn how to efficiently filter matters in Lawcus for a more organized and focused workflow.