Matters
Streamline and organize your legal cases, from inception to resolution.
By Devanshi and 1 other2 authors13 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 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.
- 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.
- 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.