1.Contacts

1.1.How to add a new person

  1. Click the Contacts on the left sidebar
  2. Click the + icon button screen-shot-2016-11-03-at-11-16-32-pm
  3. Click on Add Person
  4. Fill in the applicable information on the form
  5. Click Save to save

1.2.How to add a new company

  1. Click the Contacts  on the left sidebar
  2. Click the + icon button
    screen-shot-2016-11-03-at-11-16-32-pm
  3. Click on Add Company
  4. Fill in the applicable information on the form
  5. Click Save to save

2.Matters

2.3.How to re-open a matter

  1. Click the Matters link on left sidebar
  2. Click on more iconscreen-shot-2016-11-03-at-11-32-28-pm
  3. Click on Archived matters
  4. Find the matter you like to reopen
  5. Click on Unarchivescreen-shot-2016-11-03-at-11-35-49-pm

2.5.How to add a new practice area

  1. Click the Matters link on the left sidebar
  2. Click the more icon on top right screen-shot-2016-11-03-at-11-32-28-pm
  3. Click on Practice Areas
  4. Input practice area
  5. Press enter to save

3.Tasks

3.1.How to add a new task

  1. Click the Tasks link on the left sidebar
  2. Enter the task title select Matter clicking on matter icon the enter to save in task inputscreen-shot-2016-11-03-at-11-44-25-pm

3.2.How to mark a task complete

  1. Click the Tasks on the left sidebar
  2. Find the task you like to complete
  3. Click on the square on left to mark it completescreen-shot-2016-11-03-at-11-46-34-pm

4.Roles and Manage Team

5.Document Assembly

5.1.Create document templates for document assembly

  1. Click the Matters link on the left sidebar
  2. Click the more icon on top right screen-shot-2016-11-08-at-1-45-00-pm
  3. Click on Document templates
  4. Click on Merge Fields
  5. Copy the merge fields you like to use by clicking on the copy icon and past them onto the word documentmergefieldcopyscreen-shot-2016-11-08-at-1-56-11-pm
  6. Click on Templates and then add/upload the template you created

 

TIPS:

You can convert your merge field data to Uppercase or Lowercase. You will just need to add .toUpper/.toLower before closing brace of your merge field.

${MergeField.toUpper}

${MergeField.toLower}

6.Client Portal

6.1.How to invite client

  1. Click the user avatar on top right and then click on Manage Your Team
  2. Enter teammate email address and select the Client in the rolescreen-shot-2016-11-03-at-11-53-07-pm
  3. Click the Invite button

6.2.How to share matter with Client

  1. Click the Matters link on left sidebar
  2. Open the matter you like to share with client
  3. Add the client as a member on the matter.screen-shot-2016-11-08-at-12-53-38-pm

6.3.How to share a message with the client

  1. Click the Matters link on left sidebar
  2. Open the matter
  3. Click on more icon on the message you like to share
    screen-shot-2016-11-08-at-1-03-45-pm
  4. Click on Sharescreen-shot-2016-11-08-at-1-03-57-pm
  5. Select the client user
    screen-shot-2016-11-08-at-1-04-42-pm

6.4.How to share a file with client

  1. Click the Matters link on left sidebar
  2. Open the matter
  3. Click on more icon on the file you like to share
    screen-shot-2016-11-08-at-1-09-35-pm
  4. Click on Share
    screen-shot-2016-11-08-at-1-09-46-pm
  5. Select the client user
    screen-shot-2016-11-08-at-1-10-05-pm

6.5.How to assign task to the client

  1. Click the Matters link on left sidebar
  2. Open the matter
  3. On the tasks, tab enter a task descriptionscreen-shot-2016-11-08-at-1-13-08-pm
  4. Select the client user
    screen-shot-2016-11-08-at-1-13-21-pm
  5. Select the due date
    screen-shot-2016-11-08-at-1-13-40-pm6. Enter to save task

7.Workflows

7.1.How to add a new workflow

  1. Click the Matters link on the left sidebar
  2. Click on the more iconscreen-shot-2016-11-03-at-11-32-28-pm
  3. Click on Create new workflow
  4. Input workflow name
  5. Press enter to save

7.2.How to delete a workflow

  1. Click the Matters link on the left sidebar
  2. Click on the more iconscreen-shot-2016-11-03-at-11-32-28-pm
  3. Click on Manage workflows
  4. Click on Delete to delete

7.3.How to add a new stage in workflow

  1. Click the Matters link on the left sidebar
  2. Scroll to the right of the workflow
  3. Click on add stage and then input the stage namescreen-shot-2016-11-04-at-12-01-25-am
  4. Press enter to save

7.5.How to apply workflow templates

  1. Click the Matters link on the left sidebar
  2. Click on the more iconscreen-shot-2016-11-03-at-11-32-28-pm
  3. Click on Workflows Templates
  4. Click on Apply Template link to apply the appropriate templatescreen-shot-2016-11-04-at-12-07-42-am

8.Custom fields

8.1.Create Custom Fields

  1. Click the user avatar on top right and then click on Custom Fieldsscreen-shot-2016-11-08-at-2-14-35-pm
  2. Click on add for new custom fieldsscreen-shot-2016-11-08-at-2-17-12-pm
  3. Enter YourCustomFieldName and select field type from the drop-downscreen-shot-2016-11-08-at-2-16-27-pm
  4. Click on Create Custom Field to savescreen-shot-2016-11-08-at-2-16-49-pm

9.Integrations

11.How to import or export your data?

Contacts Import

Lawcus allows you to import your data from your previous case management software.

1) Click on more icon on Contacts

2) Click on Import

3) Upload your data, please refer sample file here https://docs.google.com/spreadsheets/d/1_WNGpA51qJqER2YCOut4CI7M5NG3hsIRDkwuFFnxTrM/edit?usp=sharing

 

Matters Import

Lawcus allows you to import your matter data from your previous case management software.

1) Click on more icon on Matters

2) Click on Import

3) Upload your data, please refer sample file here https://docs.google.com/spreadsheets/d/1_WNGpA51qJqER2YCOut4CI7M5NG3hsIRDkwuFFnxTrM/edit?usp=sharing

Note: Workflow Name and Stage Name are required. If workflow or stage don’t exist we will generate new board for you.

 

If you have any issues importing/ exporting your data, please contact us at support@lawcus.com.

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