Matters
Streamline and organize your legal cases, from inception to resolution.
By Maninder and 2 others3 authors6 articles
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 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, Meeting, Issues and Facts Within Matters and LeadsTags, notes, facts, and issues in Lawcus organise matters, Leads, capture updates, improve visibility, and support efficient workflows.