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Matter Management
Efficiently organize and track legal cases, documents, and tasks.
By Maninder and 2 others3 authors29 articles
How to Add a New Matter in Lawcus?
How to Efficiently Access Your Matter Information in Lawcus?
How to View Details of Matters in Lawcus?
How to Convert a Matter Back to a Lead in Four Simple Steps.
How to add members to 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?
How to Efficiently Locate Notes and Interactions in a Matter Using Lawcus?
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 Lawcus
How to organize your matter files using folders
How to Customize Matter Location in Lawcus?
Deleting a Matter in Lawcus: Managing Your Matter Entries
How to Close a Matter in Lawcus?
How to re-open a closed matter
Efficiently Manage Matter Contacts with Lawcus Relationships
How to set up a flat fee matter?
How to Efficiently Create a Time Entry from a Note in Lawcus?
How to Easily Create Time Entries from a Matter in Lawcus?