What's New

• Events Report: The Events Report provides you and your team members with a comprehensive view of all calendar events. Additionally, it provides insights into who was invited as guests to each event, making it easier to track participation and collaboration across your team. 
• Matter Trust Balance Report: The Matter Trust Balance Report is designed to help you monitor and manage the trust funds associated with each matter. It provides a clear view of the current trust balance for each matter and recent activity related to trust funds. 

• Outlook Plugin: Say goodbye to manual email logging. Our new Outlook plugin lets you log emails directly into Lawcus. With this advancement, you can:

1. Add time entries in the logs

2. Configure integration settings and pre-save them to fit your business needs.

3. Log a single email or an entire thread, with or without attachments.

4. Access these emails from the matter info section

5. Automatically tag the logged emails as “logged to Lawcus”

• Enhanced Invoicing: The Outstanding Invoices list will now default to displaying by matter for all new invoices created without a custom invoice template. This change makes it easier to track and manage invoices related to specific cases, providing clearer visibility into outstanding payments.

• Improved Reporting: We have introduced a new “Matter Responsible Attorney” column in the Client Trust Balance Report, ensuring you have a clear and organized view of trust balances across your firm.

• Billing Enhancement: We have added dedicated Billable and Non Billable entry columns in the activities section, ensuring you get an easy and precise overview of your time entries and ensuring accurate billing.

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• Enhanced Billing Settings: To give you more flexibility, we’ve added a 12-minute rounding option to our billing settings. This option complements our existing 10-minute and 15-minute rounding choices.
• Improved Aged Account Reports: Our aged accounts reports now feature a Responsible Attorney filter. This allows you to generate reports based on the responsible attorney, providing more detailed insights and better managing outstanding accounts.
• Client Tags and Tags on Intake Leads, Not Hired Leads, and All Leads: Lawcus has added 2 new columns for the leads section: client and matter tags. Categorize and label your leads to quickly locate them by searching for specific tags. This saves you time and effort in managing your growing list of prospects.

• Enhanced Columns for the Matters List and Custom Reports: We’ve expanded the columns you can include in your matters list and custom reports. You can now add Trust Balance, Credit Balance, Rate, Settlement Amount for Timekeepers, Billing Attorney and Hourly Timekeeper Rates.
• Matter and Contact Tags in Custom Reports: We’ve added the ability to include tags in your custom reports. This enhancement is available for both matter-based and contact-based reports.
• Trust and Credit Balances on the Contact List: You can now manage Trust Balance and Credit Balance columns in your contact list to further improve your financial tracking.
• Export Matter Notes to CSV: Lawcus now allows you to export your matter information to a CSV file, making it easier to share and analyze the information added to each matter outside of Lawcus.
• User Interface (UI) Updates: Lawcus has undergone a UI refresh, including improvements to matter forms, contact forms, lead forms, and the Billable Clients page.

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Take control of your finances with Lawcus Payments, powered by Confido Legal. Our platform offers convenience and reliability to you and your clients.

• Lawcus Payments offers same-day Automated Clearing House (ACH) or eCheck deposits with per-transaction limits of up to $1 million.
• There are no additional fees. If you have subscribed to Lawcus, you will, by default, have access to Lawcus payments for free.
• Lawcus Payments allows you to charge credit card fees to clients when they make payments, but only in states where it is legally permitted.
• Our Trust Requests feature simplifies requesting funds or retainers from clients. You can create invoices and request funds directly from the trust account, streamlining the financial process for both you and your clients.

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• Custom Report Builder: Lawcus now allows you to create all types of reports, using the most powerful report builder, to shape and analyze your legal data according to your unique analytical needs.
• 100+ Standard Reports: From matter summaries to payment ledgers and task management, lawcus now has 100+ standard reports that give you a comprehensive view of your firm’s legal analytics.
• Revamped Reports UI: All your reports are neatly organized in tabs within a single, intuitive space. You can mark your reports as favourites, make changes to existing reports, and save them as new.
  
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• Multiple Bill Recipients: You can now effortlessly share bills with multiple contacts without the hassle of manually entering each recipient every time. When editing or creating matters, you can add multiple recipients, making it a breeze to share invoices in bulk or individually.
• Xero Integration: You can now seamlessly manage tax, discounts, and credit notes directly from your Lawcus invoices, all effortlessly mapped to your Xero account. With this update, you can streamline your accounting processes, ensuring accuracy and efficiency every step of the way. 
• Enhanced new Aggregation Option on invoices: Our improved invoice aggregation summarizes all your actions on a single line item. Not just that, we know how important it is for legal bills to be straightforward. That’s why the last page of the invoice has a thorough list of all the things that were done.
• Save and duplicate activity entries: You now have the option to save and duplicate the entries. For instance, if you frequently create similar activity entries in a matter, you can duplicate a new entry that you create, make any necessary adjustments, and save it as a new entry.
• New Permissions Finance information: With this new feature, Lawcus gives you greater control over your financial data. You can now grant permission to users in your firm to access the financial information of a matter or lead.
• Remaining Trust Balance: You can now choose to show the remaining trust balances on invoices to ensure that your clients are well-informed about their trust accounts. After deducting the outstanding amount from your trust account, Lawcus will automatically calculate your remaining trust balance. 
• Option to Disable Primary/Secondary Tax per Line Item: Lawcus now allows you to disable primary and secondary taxes per line item directly within the invoices section with just one click, saving you time and minimizing errors.
• Two New Client Name Formats: Lawcus has introduced two new client name formats: ‘Last Name’ ‘First Name,’ ‘Middle Name’ and ‘Last Name,’ ‘First Name’. You can now choose your preferred name format from the organization preferences in the firm settings. 
• New Merge Fields for Document Templates: You can tailor your document templates by mapping your organization details with the new merge fields.
  *Now {Matter.Client.Name} will be displayed in ‘First Name’ ‘Middle Name’ ‘Last Name’ format.

Integrations

Caramail 

Caramail integrates with Lawcus to provide your legal practice with done-for-you email newsletter marketing, where we handle the whole process from design to delivery. The integration pulls your Lawcus client data and regularly syncs them to maintain an up-to-date email list. Caramail is tailored to meet the unique needs of legal professionals, providing a complete hands-off experience for the firm. We craft the newsletter design, make any requested revisions, and then send out the emails on your behalf. Whether highlighting recent legal victories, sharing insightful articles, or staying in touch with clients, Caramail ensures law firms can maintain a strong online presence without sacrificing their precious billable hours.

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• Lawcus Nova, our proprietary generative AI tool will revolutionize how you operate your legal practice. With Lawcus Nova, we combine technology with automation to streamline your daily operations and elevate your client relationships.
  • Effortlessly draft personalized emails, text messages, notes, tasks, and matter descriptions with the assistance of Nova. Our advanced writing assistant empowers you to communicate with clients in a more efficient and impactful way. 
  • Built on open-source large language models (LLMs), Nova leverages the power of generative AI to provide accurate and human-like communications. Our goal is to save you valuable time by automating routine writing tasks and allowing you to focus on higher-value work.
  • Nova will help you create compelling email journeys and follow-ups. With Nova and our unparalleled workflow automation, nurturing your clients and building stronger relationships has never been easier. Stand out from the competition as you take your practice to new heights with Nova.
  • We have implemented strict measures to ensure your data is protected, and we do not store any sensitive information. You can trust that your data remains secure at all times.

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• Independent Read Status for Multi-User Conversations: The read or unread status is now determined per-user, ensuring that when one user reads a message, it remains unread for others until they view it themselves. In remote team environments, team members often work across different time zones or have varying schedules. The Independent Read/Unread Status feature helps address this challenge by ensuring that team members are synchronized, even if they are not online simultaneously.
• Compose Interactions with Assigned Members: Lawcus now allows client portal users to initiate interactions with members assigned to the respective matters seamlessly. This refined approach replaces the previous interaction where all members were displayed, further reducing potential confusion and creating a more intuitive and efficient communication experience for your clients.
• Assign Users Automatically in Solo User Teams: When multiple tasks are created simultaneously, it can be overwhelming for a single user to assign each task to themselves manually. The Auto Assign User feature eliminates this manual effort by automatically assigning all incoming tasks to the sole user. This streamlines task distribution and ensures that every task is promptly assigned and accounted for.
• Matter Currency: With Lawcus, you can seamlessly switch the default currency, for that matter, ensuring that all billing data and invoices are presented in the default currency. Not only that, you can also change the default currency directly while creating invoices for a particular matter. This use case may apply to a client holding offices in different countries.

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• Practice Area Filter on Revenue Report: Lawcus now allows users to filter revenue reports by practice areas, enabling them to easily analyze and track their income generated from specific areas of expertise. 
• Option to Use Gender as Question Type on Intake Forms: Lawcus has included the option to utilize gender as a question type on intake forms. This new feature allows law firms to collect and store gender-related data during the client intake process.
• New Entry Rule: Payment Received: Lawcus now enables you to synchronize your payment workflows seamlessly with a new automation trigger. This means that whenever a payment is received, the corresponding workflow will automatically be triggered, streamlining your process even further.
• Exit Rule Based on Lead Type: This addition allows you to tailor your strategies with precision, employing lead types as triggers for exits—namely, “Hired,” “Not Hired,” and “Converted.” This granular control over your workflow ensures that your drip campaigns are not just emails but strategic operations, adapting to the journey of each lead.
• Exit Rule based on Latest Lead/Matter: Lawcus has introduced the option to utilize the last matter or lead created in workflows for exit rule conditions. This game-changing addition empowers you to wield the Last Matter/Lead created in your workflow as a potent Exit Rule condition, offering a dynamic shift in the way you navigate and manage your workflows, providing a more comprehensive and targeted automation experience.

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• “Move to” Option for Files: Lawcus introduces a user-friendly update to file management with the “Move To” option. Now, organizing your files is just a click away. This intuitive design streamlines the file categorization process, saving valuable time and promoting a clutter-free workspace.
• Gravity Integration: Collective Payments for Various Invoice Types: Lawcus and Gravity Legal redefine financial management with a groundbreaking enhancement. Now, users can make collective payments for trust, credit, and regular invoices in one seamless transaction. This feature enhances efficiency, promotes accuracy, and simplifies financial workflows for legal professionals and businesses handling diverse cases.

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• Improved Invoice UI: Lawcus has gone above and beyond to elevate your invoicing experience by integrating a user-friendly design and achieving lightning-fast performance through a revamped and enhanced user interface.
• Edit Line Totals: Lawcus allows users to fine-tune the line totals while billing to cater to instant rate adjustments. The rate automatically changes to reflect any changes made to the line totals.
• Enhanced Line Descriptions: You can now access and convey every nuance of your billable activities, ensuring absolute transparency for both you and your clients. With all relevant information readily visible, you won’t have to scroll through truncated descriptions.
• Add contacts from Invoice: Say goodbye to switching between screens to add new contacts before invoicing. Now, you can do it all in one place, while staying connected to the invoice you’re working on. Fill in the necessary information, click ‘Save,’ and voilà!
• Improved File System: You can now drag your files directly from your computer and drop them into the Files section. You can also drag individual files and drop them into folders to organize your documents.
• Effortless Downloads: Lawcus now allows you to download all files or individual folders to your system with just one click. Your files are neatly organized as a .ZIP archive and sent to your email inbox, ensuring immediate access.
• Seamless Uploads: You can now seamlessly upload an entire folder while retaining its file structure, eliminating the need to upload files individually and then move them around. Say goodbye to the tedious process of uploading files one by one.

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• Add Non-Billable Entries to Your Matters: You can effortlessly add non-billable flat fees and expenses to Lawcus alongside time entries. Provide detailed breakdowns of billable hours, expenses, and any non-billable flat fees incurred during the legal process.

• Display Non-Billable Entries on Your Invoices: Say goodbye to discrepancies and errors! With Lawcus, you can rest assured that your invoices reflect the exact non-billable hours, flat fees, and expenses associated with your legal services, providing transparency and boosting client trust. The entries will be displayed on the invoice with a strikethrough, signifying that they are not being billed.

• Edit Time Entries In Bulk: Bulk Time Entry Editing lets you select and modify multiple entries simultaneously, saving you substantial time and effort.

• Support for QuickBooks Desktop: Lawcus now let’s you export your invoices from Lawcus into QuickBooks Desktop format for accounting purposes. This offers a flexible and professional invoice formatting feature that allows businesses to create customized invoices tailored to their specific needs.

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• Inline Editing: Lawcus now allows legal professionals to effortlessly update field values without having to navigate to individual records. This means users can edit case information directly from list view, saving valuable time and reducing the hassle of managing multiple records.
• Error Notifications on Workflows: With our new error notification feature, you will receive real-time email alerts whenever an error is detected in your workflow. This means you no longer have to check for errors or rely on periodic reports manually. Stay informed and in control, no matter where you are.
• New Invoice UI: Our new Invoice UI offers a modern and visually appealing design that reflects your professionalism and attention to detail. The revamped interface presents invoices in a sleek and organized manner, helping you streamline your billing processes where hundreds of records are involved.
• Subject Line on Workflow Action: With this feature, you can now see the subject line of your outgoing emails on the respective workflow action. This lets you provide crucial context and directly reference the associated item or task. By glancing at the subject sub-line, you can quickly identify the related item without requiring extensive navigation or searching.
• Aggregating Grouped Data: With the support for aggregation with grouped data, Lawcus empowers you to delve deep into your data, uncovering hidden trends and patterns. Effortlessly aggregate and summarize data based on specific groups, whether it’s clients, matters, or custom fields.
• Error Notification for Email/Calendar Integration: With this update, you receive a personalised notification every time a users email/calendar integration breaks. This means that admins will be able to receive an email notification, highlighting the deactivated user’s name.

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• New Intake Form Question Types: Lawcus has expanded the option types available on intake forms. With the addition of a rating scale, opinion scale, and table options that include radio buttons, checkboxes, textboxes, dropdowns, and numeric textboxes, data collection becomes more versatile and precise.
• Client Portal for Leads: The client portal is now available for leads. Streamline your communication processes and the way you nurture your leads. Seamlessly respond to inquiries, share essential documents, and exchange messages securely, all in one convenient location.
• Grid Data Grouping and Aggregation: Effortlessly organize your data based on specific criteria or categories and create comprehensive data summaries with just a few clicks. You can group or aggregate related data elements together, making it easier to identify trends within your grid data.
• Stage Column for Leads: This feature provides you with a visual representation of your leads’ progress through your pipeline, enabling you to track and manage them more effectively. Streamline your workflow, prioritize follow-ups, and gain valuable insights into your lead conversion rates.
• Grand Total on Client Trust Balance Report:  To further enhance your trust management process, we have added the Grand Total to the Client Trust Balance Report. This addition offers a comprehensive overview of your trust account balances, helping you make informed decisions and maintain compliance with trust accounting regulations.
• Remove Selected Leads: With our “Remove Selected Leads” option, you can now effortlessly declutter your lead list by removing multiple leads in just a few clicks. Save time, and optimize your lead management process to stay on top of actionable opportunities.
• Dialpad: Lawcus has partnered with Dialpad to offer an all-in-one business communication platform. One of the standout features of this integration is the automatic real-time call transcription, which captures all essential details such as speaker talk times, timestamps, and more. Moreover, all calls are automatically logged into Lawcus, including the timestamp, duration, and relevant matters. This not only saves valuable time but also provides an efficient and organized way of keeping track of important information. In addition, users can effortlessly call their clients directly from Lawcus with just a single click on their number.

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• New Columns For Leads: Users can now effortlessly view and manage their leads’ contact details, such as email addresses and phone numbers, in one location. Users can streamline their lead tracking and follow-up efforts, ensuring that no potential business opportunities slip through the cracks.
• New Columns For Activities: Lawcus allows users to view category, Matter Responsible Attorney, and Matter Origination Attorney in the activities section. This provides a greater insight and control over workflow, making it easier to track, assign, and manage tasks across the entire team.
• Option to Customize Team Reminders Subject: Lawcus now allows users to customize the subject line of team reminders. Previously, this option was not available, but now you can tailor the subject line to fit your team’s specific needs.
• Share Files Directly from Matters Section: You can easily share individual files with your users, clients, or anyone else you need to collaborate with. Simply navigate to the Files tab on the Matter Details page, select the file you want to share, and click on the “Share” button. From there, you can choose to share the file via Lawcus directly.

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• Full Data Exports: A powerful new feature that is designed to help our users manage their legal practice more efficiently. Here’s how Full Data Exports can benefit you:

1. Export contacts, leads, matters, tasks, activities, invoices, and transactions in a .csv file format
2. Create customized reports by filtering and targeting specific fields to gain valuable insights into key metrics
3. Export the entire data set for efficient and effective data management, allowing you to transfer data between different platforms, create backups, or share information with others
4. Identify trends and patterns in your legal practice by making data-driven decisions
5. Access important information quickly and easily, empowering you to provide the best possible service to your clients

• Save Filter Settings: Lawcus enables users to save their preferred sorting settings on contacts, matters, leads, activities and transactions, ensuring that they can quickly access and utilize their desired arrangement of data. This feature offers a convenient way for legal professionals to easily organize and categorize their data according to their preferences.
• Attorney Revenue Report: We have added two new filters, “Matter Originating Attorney” and “Matter Responsible Attorney,” that enable users to track revenue generated by specific attorneys that bring in new business and evaluate individual attorney performance respectively.

Integration

Mailchimp: The Lawcus and Mailchimp integration provides legal professionals with a comprehensive solution for practice management and marketing. By syncing Lawcus contacts with Mailchimp, users can automate their email campaigns, keep their contacts organized, and access advanced analytics. This integration streamlines the email marketing process, saving users time and effort, and helping them achieve their business goals with greater ease.

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• Activity Aggregates: Lawcus has introduced activity aggregates to simplify invoicing and provide clarity on services rendered. These aggregates can be done in three ways: Aggregate All, Aggregate By Activity Category, and Aggregate By Timekeeper. The first option combines all line items into a single line while the second and third options group them by activity types and timekeepers, respectively.
• Improved Data Grid: Lawcus has introduced significant enhancements to the data grid system, which includes new features such as multi-level sorting and data logic conditions. This update enables users to improve grid reports by configuring the sorting of grid data by several columns, thereby enhancing the accuracy of search results.
• Matter Name on Invoices: Lawcus enables users to modify the format of matter names on invoices in three different ways. You now have the option to display either the matter name, matter number, or both on your invoices.
• Client Portal Updates: You can now invite clients to the client portal, granting them access to all pertinent communications and invoices linked to a particular matter. Furthermore, using a toggle button, you can quickly share documents with all members associated with the matter.
• Task Exports: We have added a new feature that enables you to export your tasks list. With this new functionality, you can easily export your tasks list to a excel format, making it simple to share and collaborate with others.
• Advanced Reporting With List View: We have introduced a new all matter and leads list, which provides enhanced reporting capabilities for leads and matters. With this new functionality, you can easily generate reports based on a variety of parameters, including custom fields and date ranges. This feature makes it effortless to track and analyze key metrics such as total leads opened and closed, and matter-related data.
• Improved Performance: We’ve cut the load time by a staggering 70% for teams with tens of thousands of contacts or matters. This means faster load times, quicker navigation, and an overall smoother experience.
• Discount Column on Invoices: This feature enables you to show the discount column on invoices only when a discount is applicable. This means if there is no discount applicable on a particular invoice for a matter, the discount column won’t show.

Integrations

• Milestones: Lawcus integrates with Get Milestone to bring you the best of client communication with less work on your part. Eliminate unnecessary communication and improve customer experience with automatic update notifications. Using this integration, you can notify clients that you are still working on a particular matter. These text message updates will be sent at the frequency that you specify. Message your entire client base with a few clicks.

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Our product managers are always on the look out on how to improve Lawcus for you. While we continue to work hard on building features that add value to your business, we bring year’s biggest series of exciting additions that we made to Lawcus just for you: 

• Two Way Text Messaging: Lawcus now allows you to engage with clients in a faster and efficient manner via 2 way text messages. Send, receive and manage all conversations in one place with a system generated phone number.
• Team inbox: It is a collaborative communication space designed for firms and individuals to help them track, analyze and respond with more efficiency than ever. Assign messages, add internal notes, track conversations with threads on client portal messages and much more. 
• Contact Integration: Lawcus allows you to import contacts from Google/Outlook and vice-versa when you connect your account to Google Workspace. Users can browse, search and find their client’s contact information on the go.
• Multicurrency Billing: Custom currency fields can now be added to the invoice templates for overseas clients. The currency can be changed from invoice settings.
• Multi-Brand Invoices: You can now send fully personalised invoices if you manage more than one company or business through a single account. Lawcus now gives you the accessibility to add different logos and addresses to each of your invoices.
• SubTotals: Lawcus now allows you to enable activity totals to see the totals of time entries, flat fees and expense entries on the invoice for enough transparency.
• Notifications: Lawcus now lets you enable notifications for each time when a teammate accepts the invitation, when the client user accepts the invitation to join the client portal and when an existing client shares a new matter.
• Finance Information: Lawcus now let’s you view the finance information in the lead section. With this addition, lawcus aims at allowing users to send invoices directly from the leads section.
• Internal Intake Forms: Lawcus now allows you to mark your intake forms as “Internal Forms” for in-house data entry purposes. All the forms marked as Internal won’t show on the client portal anymore.
• Intaker: Intaker integrates with Lawcus to offer the best of marketing and chat automation to assist you in generating, capturing, and qualifying leads.

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• Spanish Support: Lawcus dashboard now supports Spanish language. This means that users can translate the entire dashboard to Spanish for their convenience and ease of use. Not only this, but the client portal also gets auto-translated to Spanish based on the browser’s location.
• Integrations

 1. Calendly: Lawcus has integrated with Calendly to bring the best of automation to you. You can now send information about your Calendly events to Lawcus. The Calendly integration allows you to create leads/matters, add tasks, send emails, etc., based on the events created on Calendly.

2. Pabbly Connect: Pabbly integrates with Lawcus to help you connect with more than 850+ apps. Just select the app and you’re good to go. No installation required! Easily integrate your favorite applications within minutes and say goodbye to manual work. Automating tasks will never get easier!

• Websockets API: The Websocket API allows an interactive two way communication between your browser and the lawcus’s server. You can now send messages to lawcus’ server and receive responses without having to repeatedly hard refresh the window or browser
• Default Tax Settings: Lawcus introduces an all new way to make your billing and invoicing easier and more customizable by letting you adjust default tax settings for all your future bills. The default tax settings allow you to ease the task of adding taxes to every single invoice manually.
• Send Matter Details And Invoices to Related Contact: Lawcus now allows you to send invoices and matter details to not just the client but also to the related matter contacts. This feature can be used when you want to send matter details/invoice with multiple people at once.
• Integrations

 1. Kennect: Kenect Integrates with Lawcus to help you engage with your customers through text or video chat, generate online reviews, gather leads from website and collect payments. This will save you time, get you more clients, and connect you with customers and clients more quickly.

2. FastVisa.Us: FastVisa integrates with Lawcus to gice you the best in class workflow automation and case management, specifically designed for immigration law firms. FastVisa assists you in organising your cases so that you won’t have to deal with a plethora of disorganised details.

We’re back with another update in May. We’re super excited to tell you all about our advancements in the Intake Forms. Here’s a rundown of what we’ve built exclusively for you:

• Bind intake forms to custom fields: This release allows you to map any question types on intake forms to any custom fields to create or update matters or contacts that include these fields.
• Move workflows from one folder to another: Lawcus lets you organize your processes by grouping automation into folders. With this release, you can move them from one folder to another using the “Move To” option in the automation section.
• List View on Document Templates: List View allows you to quickly review, change, and update list data by viewing folders also in a list format.
• New filter option on Billable Clients: You may now filter billable clients by name, issues, date, and attorneys for your ease of use.
• New Options on Invoice Templates: Invoices templates allows you to see trust/credit balances on for the matters on the bill, display client email address on billed to invoice block and also see trust balances on trust requests.
• Updated Dropdown Behaviour: We’ve launched a series of advancements in our select dropdowns to offer you great user options all at one place.

We’ve been working hard over the last few weeks to make Lawcus even more powerful and useful for you. We’re thrilled to announce that we’ve added some exciting new features to enhance your Lawcus experience!

• Automation Folders Organize your automation features by creating multiple folders to sort workflows, intake forms, and action templates! You can now create folders, multi-level folders, or even search within a folder in just a few minutes.
• Custom Fields Binding Custom fields can now be used on the workflows! By just using workflow automation, you can map any of your custom fields to the workflow information steps.
• Attachments on Email Templates4 Avoid the hassle of attaching documents manually when you send out emails. You can now add attachments to specific Email templates, so when you send emails using the email templates, the attachments will already be included.
• Workflow Updates
  • Client Portal Invitations via Workflows Ditch the regular visit to matters every time you want to invite a client to the client portal! Using workflows, you can easily and automatically invite clients through the invite action.
  • Workflow Subtasks When creating workflows and adding tasks, subtasks can now be included in workflows. This allows you to split tasks into individual components while saving time.
  • Switch company/person for lead Lawcus now allows you to add leads by ‘Company’ name or ‘Person’ name while creating workflows. Now you can designate your leads automatically through ‘lead action’ in workflow automation.
  • Create Time Entry Action You can now add time entries automatically in workflow automation without having to add them manually. It’s easy and quick, so you can track every billable hour through our latest time entry action.
  • Create Expense Action Expense action has now been added to workflow automation! When you update a matter stage in a workflow, you can further add expense entries to it automatically through expense action.
  • Create Flat Fee Action Tired of adding flat fee entries every time your billing process rolls out? Not anymore! With our latest flat fee action in workflow automation, you can add a flat fee automatically.
  • Invoice Action Option With our new invoice action feature in workflow automation, you can map certain activities such as time entries, expense entries, as well as flat-fee with ‘estimated matter value’ or ‘custom fields’.

• Intake Form Details in the Lead/Matter Details: You can check the Intake Form responses in the lead and matter details if that lead or matter created using Intake Form. You have to first open Lead/Matter Details-> Requests Sent-> Check Response of Intake Form
• Full Organization Backup: You can export all the details in the CSV file of your account from Settings-> Export and Import-> Full Backup
• Mandatory Email/Phone in Intake Form: Now, you can make the Email or phone number as required in the Intake Form
• Chat Agents provide law firms with fully managed 3rd party live chat agent support for their websites so they can focus on what they do best.
• TimeBro allows you to streamline your time tracking workflow. Import your Matters. Assign time entries directly to your Lawcus Matters. Export your time entries to Lawcus.

We’ve been hard at work these past few weeks to help make Lawcus even more valuable for you. We’re super excited that we’ve added some brand new features to make your experience with Lawcus even better.

Here’s a list

• Automatic Receipts: We redesigned the invoice payment page to allow your clients to download and email the receipts.
• Branded Portal Invites: By adding a logo and text to your client portal invitation email, Lawcus now lets you customize it to your liking.
• Workflow Updates: Lawcus now allows you to add Custom Fields and Tags to leads and matters through automated workflows.
• Assign Templates: Customize email templates tailored for specific user-related actions and use them as default for Lawcus notifications.
• WordPress Plugin (BETA): With our WordPress plugin, you can turn your website into an effective tool for funneling potential clients into Lawcus.
• Gravity Legal (BETA): Using Gravity Legal, law firms can reduce payment processing costs and time and manage cash flow more efficiently.

YoCierge is a leading provider of information security and record retrieval services for legal firms, insurance organizations, and individuals. YoCierge is now integrated with Lawcus to help transfer matter and contact information seamlessly, making the record retrieval process a matter of a few clicks.

We have updated the search results and now the results will show in a more detailed manner. It differentiates the results in the different groups i.e. Matters, Leads, Contacts, etc.

Other Changes:

• Added lead base information on Lead details (Lead create date, not hired reason, and so on)
• Improved performance on reports
• Improved performance on invoice form
• Added warning message on sent invoice email dialog if the recipient is not invoice client
• Updated searches on workflows

Smith.ai integrates with Lawcus CRM, so each time one of our receptionists handles a call for your firm, the information will be automatically synced to your Lawcus account. In addition, you’ll be able to view every Smith.ai call in your Lawcus Interactions tab within your Lawcus account.

LEX Reception virtual receptionists take care of your calls while you care for business. By integrating Lex Reception with Lawcus, you get a robust system that warmly welcomes new leads and effectively incorporates them into your client intake and relationship management (CRM).

On the matter list view we added matter stats like total matters, open matters, closed matters, matters opened this month and matters opened last month.

Hey Lawcus Community! We have new updates for you! See a list of the new features we added for you!

• On the invoices page, you now get to add line-item discounts while creating an invoice.
• Not just that, you can even mark your invoices as paid now.
• Ability to convert a matter back to lead.
• Quick automaton update:
  • New triggers added for workflows: Matter closed, and e-sign document signed.
  • New actions for workflows: Update lead, Convert to matter, send e-sign
• And we’re now integrated with another one of your favorite apps: Introducing Xero integration (beta)

You asked, we listened.

You know that exciting feeling, when your clients generously provide their feedback, and you work and grind, and finally launch more updates? Yeah, today’s the day!

• Now download your invoices in the all-new LEDES 1998B format
• eSignature Templates to speed up the process of sending similar documents.
• Your Client Portal gets versatile with the ability to share folder files with clients.
• The right-click feature is now available on Favorite matters
• Matters page got an update too;
• New filter for dates!
• You can now view the files uploaded in intake forms on the matter files page
• Our Google Calendar/Office 365 sync lets you add events quickly, within a few minutes. Also, any events deleted on these are deleted from Lawcus as well.
• Another merge field added for ${Matter.EstimatedValue}
• Oh, the integration area got an exciting update! Welcome our new Integration Partners: LawGro, Repsight, and Wisetime.

You asked, we listened.

We’ve launched some of our most requested features along with additional updates that we know will make your life just a little bit easier! Here’s a list:

• HTML Emails/Signatures + Drag & drop email builder
• Email templates / Canned responses
• Send emails directly from matters/leads dashboard
• Workflow ‘search action’ updates (search lead)
• New powerful WYSIWYG editor
• New intake form fields added (email, phone, video embedding)
• Time entries non-billable feature added
• New reports added (aged accounts receivable, attorney revenue report)
• Improved QuickBooks integration functionality
• Filter leads by time frame

Watch our video below to see how you can use these features now!

https://www.loom.com/share/e70853ca42f14985854cdaf8af35e7cb

Exit & Entry rules for automation: Entry rules have been added to define when a workflow starts. / Exit rules have also been added to define when a workflow ends.

Activities: -View how many hours you work daily, weekly, monthly, etc. -Export time entries, expense entries, or flat fees from right here! Just click on export, and you can export to CSV, PDF, or XLSX. -Set your own filters, and Lawcus will save your preferences for you. -Set activities list filtered by an attorney to see only your hours. -Total amount is now added at the bottom of the activity dashboard.

Matters: ‘Use template’ option available to assign multiple users to a case with their custom rate.

Settings – Manage Your Organization: Turn off billing for a specific account by selecting the billing status as ‘inactive.’ You will no longer be billed for this account. -Admin can see which users have turned on 2-factor-authentication.

Transaction section under matters now has ‘withdraw’ option available. Contacts: ‘Withdraw’ option also available under Contacts->Transactions.

Invoices: -All columns are now completely sortable so you can now sort by matter or other preferences.

Watch video: https://www.loom.com/share/e33efcf08d614a4db425dab1fc639d61

Hey Lawcus Community! We have new updates for you! See a list of the new features we added for you!

• Matter custom rates (multi)- Lawcus now allows an unlimited number of rates to be added under each matter. This is helpful when multiple attorneys are working on a matter, and each attorney has their own rate.
• Send a bill to multiple contacts- Now, you can send invoices to multiple contacts and add a CC or BCC.
• Accounts – Lawcus now allows you to have one trust default account and one operating default account in the case of having multiple trusts or operating accounts.
• Leads – New options added under columns. Your leads dashboard is now able to show who referred the lead and when it was created.
• Workflows – ‘Matter tags’ and ‘matter stage’ fields have been added to workflows.
• Improvements to Invoices page. Ability to search and download invoices list.
• Right-click now available in new areas of our website such as matters and tasks, matter task details, and contacts.

Watch video: https://www.loom.com/share/679c81c1c14c4584a8c55e6bdeb8e79e

Read More 

Lawcus is happy to announce that we have released a new feature: Repeatable Related Contact Blocks for Intake Forms!

This further improvement will save you a significant amount of time during the intake form process and assist in staying organized with all related contacts. After selecting “related contact information” under question type, when creating a new intake form, fill in a contact name. Once a name is added, you have the option to make the related contact block repeatable to add more relationships (ex. Child).

Customization is also available to select which fields to display or remove and create your labels.

Here’s a highlight:

• Reminders: Reminders functionality for events, tasks, and invoices (Beta Testing Stage).
• Workflows: New ‘Reminders’ action for sending meeting reminders, sending emails to related contacts, availability of new fields,
• ability to send emails from originating & responsible timekeeper’s email, and several other improvements.
• Contacts: Ability to directly add notes from contacts interface.
• Calendar Tags: Feature for adding tags on calendar meetings and filtering the type of meeting on workflows.
• Intake forms: Page cloning and duplication tool
• The maximum file size limit increased to 50 gigabytes

We are excited to launch the new same page conditional questions that are in addition to our existing skip logic based on the different pages. This feature gives you the ability to hide or show certain questions based on a specific answer. You can set up skip logic on a single choice question and indicate which questions/pages should be visible.

The year has been a wearily-long and weird one, but we at Lawcus aren’t at any time giving up on the productivity of your law firm. We are happy to launch OUR BIGGEST UPDATE YET!

This update includes Drip marketing, Zoom integration, IP Whitelisting, Team Activity, New Workflow Triggers, and a host of other new features and updates that help streamline your processes for more profitability.

Read More 

Automated scheduling can be a hard nut to crack, explaining why many solutions integrate with mainstream scheduling third-party tools.

We’ve taken the initiative to bring to you an end-to-end scheduling solution with power packed features like: Instant Scheduler, Schedule Editor, Round Robin Scheduler, Auto Schedule, Customizable Themes, Well-rounded Time Zone Support, amongst other perks.

Users can also give their scheduling platforms a unique feel with the Editor tool that allows you include law firm logo, brand colors, and many more.

Read More 

We are excited to restate the Lawcus EU server’s successful deployment – a move that secures our place as a GDPR-compliant enterprise solution and demonstrates our priority on global data security and protection compliance.

Users who take advantage of the EU server are assured of their data residency within the European locale where it is isolated, separated, and secured against transfer and migration across regions.

Read More 

To serve you better and further enrich your client experience with Lawcus, we’ve redesigned our Client Portal to make room for make room for more structured client engagement.

The much-awaited client portal for law firms is a web-based, mobile-accessible, consumer-friendly platform redesigned to securely gather and present as much or as little case or matter information to your clients in real-time, promote attorney-client communication and document sharing, full user customization, among other powerful functionalities.

Read More 

Dark mode has arrived! We’re further enhancing the Lawcus experience with this highly-anticipated feature. Whether you’re a night owl looking to give your eyes a rest or spruce things up, dark mode revamps Lawcus with this new appearance and adds an experience that you will love.

We’re excited to share some more features to make Lawcus work even better for you, featuring.

• Ability to add new leads for companies or existing contacts
• Matter and client custom fields are now available on the workflows
• Improved selection component for workflows
• A more natural way to navigate to the client page from matter details page
• Ability to upload images on email signatures
• Sync button on matter details to resync emails.
• The auto collapse of email threads attached from the Gmail/Outlook plugin
• New open-date field on leads
• Task timeline now shows the task creator’s info

Read More 

We’ve released more ways to help you achieve predictable velocity, reduce busyness and more time to practice law and deliver value to your clients, featuring:

• Advanced grid view for matters and contacts so you can customize how you view your data in a list view. Ability to add custom fields, re-size, and re-order columns.
• Move to the previous or next matter/lead while viewing an expanded matter/lead.
• Introducing the professionally designed New invoice template ‘Pro’ to streamline your admin time so you can focus on running your Law Firm.
• Ability to sort matters on the pipeline stages by name, number, and upcoming task due date.
• Advanced filters on matter and contacts: ability to filter by custom fields, select columns and download the filtered list
• Improved QuickBooks integration: the ability to map each Tax category in Lawcus to different products or services in Quickbooks.
• New event view to quickly see meeting details
• Improved time selector on the calendar
• Matter cards now show upcoming task due date on the bottom right.
• Ability to add multiple street address lines

Read More 

We’re excited to share some new features to make Lawcus work even better for you, featuring.

• Automate Anything: Advanced workflow features like the ability to add conditional logic, filters, automatically generate invoices, a trigger for new events, and the ability to use intake form fields on workflows.
• Much Improved Intake Forms
• Advanced Sub Tasks – ability to assign subtasks too
• Bulk email invoices
• Granular and well-organized notification controls
• Ability to drag and drop documents
• Event dragging & resizing on the calendar
• Ability to color code events
• Autocomplete address fields using the power of Google Maps
• More options to build your matter numbering scheme:
• List of referrals referred by a contact on the details page
• Auto set the billing type based on practice areas
• Improved Tasks
• UI refresh
  Read More 

We’ve been hard at work since you last saw us. We are excited to release more updates to the mobile apps (IOS & Android), featuring:

Time tracker for mobile apps: Now you can track all your time using our simple time tracker built for speed and ease of use.
This update includes a global search on contacts and the matters screen.
We also made some improvements and bug fixes to enhance your app usability experience.

The Lawcus for Gmail add-on allows you to log an email into Lawcus matters or Leads. You can also choose to log attachments along with the email.

Read More 

We’ve been hard at work developing new functionality to make Lawcus work even better for you, featuring.

Ability to set up text, email and popup reminders to Tasks and Events.
Work better, add a start date & due time to Tasks.
Ability to add multiple assignees to Tasks.
Auto apply credit and trust balances on invoices by one click.
Now all the funds available for the invoice show on Add Payment form.
The new “Modern” four-pane layout for matter details screen
Ability to add email logs, phone logs, send intake forms, send trust request on matter details screen itself.
Batch operations to print/download multiple invoices.
Read More 

We are excited to launch the following features.

Batch operations to print/download multiple invoices and mark them as sent
The outstanding balance on the invoices
Credit balance info on the matter details

We are proud to introduce the new Lawcus – A new and better way to manage your law firm, featuring.

• Redesigned User Interface — a new and better way to manage your law firm
• Client intake forms — ability to create logic steps and save current progress.
• LawPay Integration
• Quickbooks Integration
• Integration with Dropbox, Google Drive, and One Drive
• Create multiple Invoices for Unbilled Time.
• Create and send Trust Requests.
• Interaction logs: Ability to add email and phone logs
• Tags on Contacts and Matters
• Ability to add multiple Phones, Email, and Addresses
• Ability to customize Invoices
• Private mode Dashboard
• Ability to sort Client and Matter lists by clicking column headers
• Send emails through Lawcus using your email server.
• Introducing ‘Save and add new’ buttons on all create forms
• Ability to search board names.
• Improved date range filters.
• Ability to see delegated tasks.

This is our largest ever feature release! Please feel free to reach out, If you have any questions.

We are happy to launch the new website and more features for Lawcus, featuring:

Ability to sort matter and contact list by clicking on the column headers.
Ability to see client details on mouse hover on the client in matter details.
New website and help guide for better client experience.

We are happy to introduce interaction logs for Lawcus – A new and better way to manage your law firm, featuring:

Interactions logs – ability to add email and phone logs
Ability to add multiple phones, email, and addresses
Private mode Dashboard

We are proud today to introduce the integration with Dropbox, Google Drive, and One Drive for Lawcus – A new and better way to manage your law firm. Our tight integration with these cloud storages will allow you to drag and drop files from your computer into Lawcus, and they will be synced to your native cloud storage account. You can create and view files/folders just like you do in their app without leaving Lawcus. For each matter, we will create a folder (Matter Number) in your cloud storage account.

We are proud today to introduce the client intake forms for Lawcus – A new and better way to manage your law firm. Our simple and intuitive form builder allows you to create an online intake form with ease. You can even embed them in your websites — ability to create logic steps and save current progress.

We are excited to release more updates to the mobile apps (IOS & Android), featuring:

• Bug fixes for calendar localization.
• New contact form fields.

• Redesigned user interface for a better experience.
• Major performance improvements are introduced: Now app loads 3x faster.
• Tags on Contacts and Matters.
• Ability to search board names.
• Date range filters.
• Ability to see delegated tasks.

We listened carefully to your feedback and are excited to release new features that many of you have asked!

• Folders for Easy Document Management: New Folders feature to help you manage client documents with ease.
• Conflict Search: Full-text search allows you to search all text fields including custom fields across Lawcus.
• Dynamic Merge Fields: Now you can to automate document management for the different type of contacts. Suppose you added three witnesses on a matter and you would like to create documents for them. Now on document creation from a template, we will give you the option to select the contact you would want to generate the document.
• Improved Custom Fields: Ability to edit custom fields and groups, set required/ default and set their order.
• Improved Notes: Now you can edit notes.

By default, dates are formatted as mm/dd/yyyy. Now you can update this to the standard format used in Europe, Asia, Australia, or even select your custom format.

Go to the settings screen, click on team preferences and select the date format, language & currency.

We are excited to release more updates that many of you have asked, featuring:

• Filter on matter list/workflow: Ability to filter the matter list based on parameters and fields that you select.
• Improved Invoice Details: We listened carefully to your feedback and redesigned the Invoice details screen. Due to popular demand, moved payment details to the top.
• Work view on the calendar: Added a new work view on the calendar.
• Improved Import Utility: Better import utility that will link imported matters to clients and persons to companies automatically.

We are happy to launch Lawcus Reports. Advanced Reports Builder let you create custom tabular reports based on parameters and fields that you select. You can export these reports to Excel and PDF.

Accounts Receivable
Invoice History
Payments Collected
Matter Balance Summary
Client Trust Balance
General Client Ledger
Trust Account Ledger

We are excited to share that now you can have two-way sync with your favorite calendar. Lawcus integrates with Google Calendar, Office 365, Outlook, and even the oldest Microsoft Exchange deployments.

We also introduce the easiest way to associate your emails and attachments with your matters, All you have to do is drag your emails in matter folders or labels. Pretty cool, right?.

We listened carefully to your feedback and are excited to release more updates!

• Improved search: Ability to search for matter numbers in global search.
• Generate invoice for unbilled items in two clicks: Now you can bill your clients for unbilled items with just two clicks. You can do this by clicking on the $ icon, then selecting the date range period for bill generation.
• Closed/ reopen matters: We made it easy to distinguish between open and closed matters. Also, now you can easily reopen the matter from the matter screen itself.

• Dashboard: All-New Dashboard will help you to monitor, improve, and optimize your performance over time.
• Box Integration: Our tight integration with Box allows you to drag and drop files from your computer into Lawcus, and they’ll get synced to your Box account. You can create, view, annotate, share files just like you do in Box app without leaving Lawcus.
• Matter Numbering: Ability to auto-generate matter numbers using a pre-saved numbering scheme. Allows users to create custom numbering scheme.
• Summary reports: The Summary Report provides an overview of trust balance, outstanding balance, and un-invoiced work in progress on matter and client details.
• Calendar Updates: Calendar now shows Tasks and Statute of limitations.
• Improved Task List: A cleaner interface to help you focus.
• Close/ Open Nav bar: Ability to close/open blue Navigation bar on left.

We’ve been hard at work since you last saw us. Now you can track all your client’s money with our Trust accounting and look at how we’ve made it easy to record phone calls, meetings, facts, and issues on the matters.

• Trust Accounting: Trust Accounting to help you manage your client’s money with ease and get paid. Ability to make payments, record transactions, transfer funds and mater to matter transfers.
• Matter Timelines: Ability to record and organize phone calls, meetings, facts, and issues on the matters. The user can also filter message stream by the activity types.
• Flat Rate Matters: The user can select flat rate billing or un-billable option for matters. For flat rate matters system will automatically generate a time entry for the flat fee amount.
• Default Billing Rates: Ability to set default rates for users and matters. Allows users to switch rates on time entries.
• Time Rounding: Enabling time rounding will allow you to configure the rounding increments for time entries.

We’ve been hard at work since you last saw us. Now you can track all your time, expenses, payments, create and send invoices online in one place. Look at how we’ve made it easy to track billing on your matters. With a single location to keep track of your bills, there’s no need to log into multiple sites.

• Invoicing and Billing: You can see all your finances at a glance. You’ll know what’s due, when it’s due, and what’s paid.
• Track Time and Expenses: A simple time tracker & expense tracking built for speed and ease of use.
• Connect to your favorite tools using Zapier: Automate your workflow from matter management to accounting using Zapier. New Zaps available are New Invoice, New Time Entry, and New Expense
• Matter List View: Ability to organize your matters in the List or Pipeline view.
• Improved User Account Control: Now team owners can change the passwords of the teammates, delete the users who haven’t responded to the invitation emails.

Since we launched Lawcus, our mission has been to make tools to help you manage your law practice. Today, we are excited to release the Lawcus mobile app – your legal practice’s heartbeat in your pocket.

Now you can manage your law practice on the go with the Lawcus Mobile apps for iPhone and Android. It’s quick and easy to check and update your tasks, meetings, documents, contacts, matters, and communicate with your team & clients.

Key Features

• Manage contacts and matters
• Track tasks, meetings, notes, emails, and more.
• Push Notifications
• Swipe to cycle through your open navigation tabs
• Global add button to quickly add tasks, meetings, contacts, and matters.
• One-click to access any feature
• Client Portal