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

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.

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.

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.

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.

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

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

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

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.

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

• E-sign Documents from within Lawcus
• Improved Quickbooks Integration
• Pin Notes and other Interactions
• Star Notes and other Interactions
• Search Notes on a Matter
• Hyperlink Button Added to WYSIWYG Editor
• Default Folder and Member Assignees Depending on Practice Area
• Make Notes Full Screen
• Relationship Type is now a Drop-down List
• Copy Field Button
• Dashboard Charts have Filters by Referrer, Originating Attorney, and Responsible Attorney
• Create Time Entry from Notes
• Requests Sent Panel Added to Matter Screen

Here at Lawcus, we have been taking heed of your feedback and have brought about a lot of changes in the latest update. Read on to find out what new features are available in your favorite legal practice management software:

• A significant performance improvement had been introduced; now, the app is 70% faster.
• Outlook Add-in
• Embeddable Lead Contact Forms for Websites: New Leads Information Question on Intake Forms
• Intake Form Submission Trigger for Automatic Workflows
• Repeating Tasks
• Private Tasks
• Create Tasks without Matters
• Tags search and ability to click on tags to filter matters and contacts
• Duplicate checker (while creating contacts)
• (@)Mentions and notifications
• WYSIWYG HTML editor on all description fields
• Pay Multi-Invoices with one Payment
• Filter Matter Info on matter details

We are pleased to announce the launch of our new Customer Relationship Management (CRM) and other features:

• Legal CRM: Lawcus CRM offers a simple pipeline view to help Law firms seamlessly navigate leads in one integrated software. You can track your lead sources, referrals, and pipeline value of the fees expected to be earned on the potential matters.
• Workflow Automation: We are also introducing our new Workflow Automation feature that will eliminate hours of admin work from your week instantly.
• New Performance Dashboard: The new dashboard is designed with customization and flexibility at the center of the experience.
• Redesigned User Interface: You asked, we listened.
• A significant performance improvement had been introduced, now app loads 2x faster.
• Outlook plugin(beta) to send e-mails and attachments to matters.
• Last contacted field on the matters and contacts that shows the date when someone in your firm last contacted to that record.
• Now the system sends push notifications for e-mail and phone log interactions to all the members on the matter.
• Ability to clone and print client intake forms.
• Ability to export matters based on the filters.

Over last month we released updates that many of you have asked, featuring:

• Invoice Templates: Ability to create different invoice templates for different case types or situations.
• New Client Filter on Contacts: When enabled, this filter will only show you clients in the contact list.
• Matter Number Override: This will allow you to change the system generated matter numbers.
• Workflows(beta): Now Emails and SMSs sent from workflows will be logged on matters with links to the workflow.
• Emails: More intuitive view for opening attached emails. Email details are shown in a popup and will have your native email client look and feel.
• Email Signature: Create an email signature that will appear at the end of your email messages sent out from Lawcus.
• New Fields on Contacts: Added new default fields - Date of Birthday, Gender and Notes.
• Improved Filters: Work efficiently with lists using our advanced and improved filters for reports, matters, invoices, and matter export.

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

• Contingency Billing: Once the settlement has reached, you can deposit the full amount into your Trust Account. On updating the settlement amount on the matter, and the software will automatically make the percentage calculations for you.
• Evergreen Retainer: When enabled, this feature notifies you if the matter balance dips below the minimum retainer amount you set on the matter.
• New Filter Options on Multiple Invoices: This nifty tool will allow you to select billable entries based on Responsible Attorney, Billable Attorney, Contact, Matter or selected date range.
• Ability to associate practice area with custom field groups: This small but powerful add-on allows linking practice areas to the custom field groups. When you select a practice area on a matter, the system will automatically apply the custom field group on the matter.

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.

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

• Flat Fee Billing: Ability to track multiple flat fee services directly on the matter and create invoices that are simple for you and your clients.
• Trigger due date of a task based on another task: Now you can create tasks with a due date based on another task. For example, if you change the due date of the main task, the system will automatically adjust the due date of all the depending Tasks.
• Lead Tracking: Ability to track lead source and referrals. Track the estimated value of the fees expected to be earned on the potential matter.
• Activity Items: Now you can save your everyday activities and apply them to time, a flat fee or expense entry. Selected activity item will set the description and rate on time, a flat fee or expense entry. Your activity items may look like Mileage, Print, etc.
• LEDES Billing: Now you can enable UTBMS codes for your firm. When entering time and expenses, you will have all UTBMS codes available for use.
• More Invoice Options: Ability to show Trust and Retainer summary info on invoices. Automatically apply payments from Credit and Trust accounts on generating multiple invoices. Show a payment summary on invoices.
• Collapsible panels for Matter info: Introducing collapsible sections for Financial and Contacts info on matters. These sections can be expanded and closed as needed.

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.

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

• New 'Time Entries Summary' Report
• Introducing New invoice template - 'Modern'. Ability to select different invoice templates for different matters and clients.
• Ability to set the format of contact names on the contact display and new contact forms.
• Ability to quickly create matter from the contact page by clicking on 'Create and add matter' button.
• Keyboard Shortcuts: 'Ctrl + S' or 'Command + S' to save any new data form.
• New Fields: Middle Name, Source on contacts and Responsible Attorney on matters.
• Ability to sort files by clicking on column headers.

We are proud to introduce the new Lawcus 2.0 - 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 2.0, 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 2.0 Beta - 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 2.0 Beta - 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 the new Lawcus 2.0 beta - 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.

We are proud today to introduce the Lawcus 2.0 Beta. Lawcus 2.0 is available for some existing and all new users.

• Lawcus 2.0 - 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