Introducing Outlook add-in, repeating & private tasks, embeddable lead forms for websites, mentions, performance improvements, duplicate checker, and more!

Harsimran SinghHarsimran Singh@lawcushq(@lawcushq)

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

Lawcus is now up to 70% faster than before.

The Lawcus for Outlook add-in allows you to log an email into Lawcus matters or Leads. You can also choose to log attachments along with the email. Get it on the Outlook app store.

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There is now a new type of question that you can add to your Intake Forms: The Lead Information Question. Lead Intake forms can be embedded in your websites to create leads automatically in Lawcus on submit and capture information about the leads, such as:

  • The details of the lead
  • The source of the lead
  • The stage in the pipeline at which the lead should be added
  • The name of the person or firm that referred the lead to you

Customize_Lead_Info_Question.png

You can decide whether to show or hide the Source and Referred fields. For example, in the above screenshot, we have decided to allow the user to type the source (so we have shown the Source with a Custom label "How did you hear of us"), but for Referred we are using a default value ("Andrew Kohler") since all the Leads coming from this form will be from Andrew. So we will not be showing the "Referred" field in the form.

This is what the form will look like with the above settings:

Intake_Form_with_Lead_Info.png

The user can enter how they heard of us, but for referral source, it will automatically add "Andrew Kohler" since we have set that as a default value.

Lawcus now has a new workflow trigger for submission of Intake forms. So now, when a user submits a form, you can have Lawcus send a text message or an email message to you.

You can now set up tasks that will automatically repeat after a pre-determined interval after completion of the task. You can set up tasks to repeat daily, monthly, annually, or periodically.

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Private Taskspermalink

You can now mark tasks as Private. This feature is ideal for things/tasks that you don't want the others to know about. When you mark a task as Private, only you--the owner--will have access to the task.

To mark a task as private, open the task and click on the Make Private button. A lock icon next to a task indicates that it is a private task.

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You can now create tasks that are independent of matters (or not connected to any matters). To create such independent tasks, on the main Tasks screen, just type the name of the task and click the Add button (without selecting any matter).

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You can now search for entries by their tags. When viewing any entry that has tags assigned to it, if you click on a tag, Lawcus will show you all Matters or Contacts that have the same tag assigned.

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You can also search for matters that have a particular tag by using the search bar at the top of the screen.

When you add new clients, Lawcus will now check to see if the contact already exists, and if so, it will show you the existing contact details.

Possible_Duplicate_Contacts_2.png

To see the list of possible duplicates, type the name of the client and press the Tab key on the keyboard (or click on any other field in the form). Lawcus will then show you all entries that contain that name. You can click on a name in the Possible Duplicates list to go to that entry, or if you are creating a new entry, simply ignore the list and continue typing the new entry.

While entering a Note, Meeting entry, Fact, or Issue entry, if you type "@", Lawcus will show you a list of contacts related to that matter. You can then select the name from the list and when you save the entry, Lawcus will send a notification to that person.

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All descriptive fields, such as the areas where you type a Note, Meeting Description, Fact entry, or Issue entry (such as in the following figure),

WYSIWYG_Toolbar_1.png

or where you can type the description of the matter (as in the following screenshot),

WYSIWYG_Toolbar_2.png

have a What You See Is What You Get (WYSIWYG) editor. This means that you can format the text using the WYSIWYG toolbar (highlighted in yellow in the above images) to make the text bold, italics, underlined, add headings, and create bulleted lists or numbered lists, etc. using the buttons in the toolbar.

Lawcus now allows you to apply one payment to multiple invoices. There are three options:

  1. You can enter payments received against individual invoices. As you enter the amounts, Lawcus will calculate the total amount and update the amount field.

    Paying_Multiple_Bills_Individually.gif

  1. You can enter the total amount received from a client, and Lawcus will distribute that amount against the unpaid invoices of that client in chronological order.

    Paying_Multiple_Bills_Lumpsum_Amount.gif

  1. You can adjust payments against your operating or trust funds.

While viewing the details of a matter entry, you can now filter the Matter Info to see only those details that you are interested in. This allows you to easily find the information you want when there are a lot details in the Info tab of the Matter screen.

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