Introducing eSignatures, improved Quickbooks integration, Pin & Star notes, and more!

Harsimran SinghHarsimran Singh@lawcushq(@lawcushq)

It's another month and we're back with another set of updates! This month, most of the updates are related to matters. Read on to find out what new features are available in your favorite program:

  • 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

Good news! You can now electronically sign your documents from within Lawcus itself. There is no need to print out documents, sign them, and then scan them again. Lawcus now makes use of the HelloSign service to offer you the facility of e-signing your documents. (HelloSign offers e-signatures which are legally binding in accordance with several laws.)

To e-sign documents:

  1. While viewing the details of a matter, click on Send eSignature request in the Quick Actions panel. Lawcus displays the Create eSignature Request form. The form comes with a pre-defined subject line and message, but you can change these if you want to.

    Create_eSignature_Request_Form__Matter_Document_.png

  1. Use this form to select the document you want signed, as well as the names and e-mail ids of the persons who have to sign the document, and click the Send button.

    Tip: You need to have at least one signer. If your document needs to be signed by more than one person, click on Add signer to add further signatories.

  1. On clicking the Send button, Lawcus will convert your document into a .pdf file and then allow you to mark the places on the document where you want the signatories' initials and/or signature.

    Adding_eSignature_Fields_to_a_Document.png

    To mark the places, you have to insert fields into the document. You can insert fields for a signature, initials, and date signed. You can also insert textboxes and checkboxes if you want inputs from the signatories.

  1. After inserting the fields, click on the Continue button. Lawcus will then send the document to each of the signatories. As each signatory signs the document, you will be sent a copy of the executed document.

    You can view all requests sent in the Requests sent panel of the Matters screen.

    Requests_Sent_Panel.png

Note: You do not need a HelloSign account in order to access the document or complete a signature request. (See Signing a HelloSign Document for more details on how the e-signing is done.)

Our new and improved deep integration with QuickBooks Online will allow you to manage your Trust Accounting in few clicks. You can sync invoices, trust accounting, payments, hours, expenses, and flat fees to Quickbooks with ease.

QuickbooksIntegration.png

If you have many notes or interactions (meetings, phone calls, fact entries, issue entries) with a client, it sometimes becomes difficult to quickly locate a particular entry. Lawcus now allows you to pin notes and other interactions in a matter. When you pin an interaction, Lawcus:

  • Marks the entry with a special pinned icon (Pinned_Note_Icon.jpg).
  • Adds the entry to the Pinned Notes panel so you can find it quickly later.

To pin an entry in the Interaction section:

  1. Hover your mouse pointer over the entry. Lawcus will display some icons next to the entry.
  2. Click on the Pin Note (Pin_Note_Icon.jpg) icon. Lawcus adds the Pinned icon to the note and adds the note to the Pinned Notes panel.

Pin_Unpin_Note__Compressed_.gif

You can see all pinned entries in the Pinned Notes panel. Click on Locate_Note_Icon.jpg to locate the note in the Interactions panel. Alternatively, click on the Show more link to view the note in a pop-up window.

Viewing_Pinned_Notes.jpg

Tip: To unpin an entry, click on the Unpin Note (Unpin_Note_Icon.jpg) icon (in the Interactions panel) or click on 'X' next to the entry in the Pinned Notes panel.

Just as you can pin notes to find them quickly, you can similarly star notes. When you pin an interaction, Lawcus:

  • Marks the entry with a star icon (Star_Note_Icon.jpg).
  • Adds the entry to the Starred Notes panel so you can find it quickly later.

To star an entry in the Interaction section:

  1. Hover your mouse pointer over the entry. Lawcus will display some icons next to the entry.
  2. Click on the Star Note (Star_Notes_Icon.png) icon. Lawcus adds a Star icon to the note and adds the note to the Starred Notes panel.

Star_Unstar_Note_2.gif

You can see all starred entries in the Starred Notes panel. Click on Locate_Note_Icon.jpg to locate the note in the Interactions panel. Alternatively, click on the Show more link to view the note in a pop-up window.

Viewing_Starred_Notes.png

Tip: To unstar an entry, click on the Unstar Note (Unstar_Notes_Icon.png) icon (in the Interactions panel) or click on 'X' next to the entry in the Starred Notes panel.

Note: When you Star an entry, it will be starred for you alone, whereas if you Pin an entry, it will be pinned for everyone on your team.

You now have the facility to search through notes. While viewing the matter details, you can click on the Search notes icon and type the text you are searching for. As you type, Lawcus will show all notes that contain the text you type.

Search_Notes.png

Tip: To once again view all the notes, delete the text from the search box.

We have now added a hyperlink button to all the WYSIWYG editor windows, such as the one where you enter the description of the matter or notes on the matter. So, now you can add hyperlinks to your notes and descriptions.

Toolbar_with_Hyperlink_button.png

If you work in multiple practice areas, Lawcus helps you keep things organized by setting up certain defaults. You can now set up the following defaults (in Settings > Firm Settings > Practice Area Defaults) for each of your practice areas:

  • Members: Select the names of team members who will work in that practice area.
  • Document Folders: Specify separate folders to store the documents of each practice area.
  • Estimation Cost: Specify the Estimation Cost of the practice area.
  • Custom Field Groups: Select the custom field groups for the practice area (if any).

Practice_Area_Defaults.png

While adding a Note, Meeting details, Fact, or Issue to a matter, you can now expand the window so that it fills a larger area making it easier to add the content.

Note_Editor_with_Expand_Button.png

Click on the Expand Window icon (Expand_Window_Icon.png) to enlarge the window, and click on the Restore Window icon (Restore_Window_Icon.png) to restore it back to its original size.

Notes_Expand_Restore_2.gif

Many of you had complained that you were facing problems of duplication and inconsistency with relation types due to misspellings or upper- lower-case variations. For example, one would enter "Hostile Witness" as a relationship type, and later, make another entry of "Hostile witness". So, we have now converted the Relationship Type field into a drop-down list.

When entering the names of related contacts for a matter, Lawcus now provides you with a drop-down list of the relationship types. The drop-down list will be blank initially, but any relation types you enter will be added to the list so that they are available to you the next time you enter some related contacts to any matter. Since the relationship types you've entered will now be visible, there will be lesser chance of duplication and inconsistency.

Relation_Type_Drop-Down_List.gif

In the Info panel for Matters and Leads, we now provide you with a Copy Field button (Copy_Field_Icon.png) to facilitate easy copying of the data in that panel. So, for example, if you are writing an email and you need some data from the Info panel, you can easily copy that data by just hovering the mouse pointer over that item and then clicking on the Copy Field button. The data will then be copied into the clipboard, and you can then paste it into your email.

Info_Panel_Copy_Field.gif

In addition to Lead Source and Practice Area, you can now group the data in your dashboard charts by Referrer, Originating Attorney, and Responsible Attorney.

Dashboard_Graph_By_Originating_Attorney.png

If you have added a note to a matter about some work done for the matter, you can now create a time entry for this directly from the note.

To create a time entry from a note:

  1. Hover your mouse pointer over the entry. Lawcus will display some icons next to the entry.

  2. Click on the Create Time Entry (Create_Time_Entry_Icon.png) icon. Lawcus will create a time entry based on the contents of the note.

    Time_Entry_from_Note.png

    Note: The entry will be made with a default time of 10 minutes, but you can change this to the actual time spent.

  3. Make any required changes and click the Save button to save the entry.

We have now added a Request Sent panel to the Info tab in the Matter Screen to help you keep track of all documents and forms sent to your clients. The Request Sent panel will give you an overview of what has been sent to client and what is the status of each request.

Whenever you send any matter-related form or document to your client, Lawcus will add an entry about it in the Requests Sent panel.

Requests_Sent_Panel.png