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View every matter on customizable Kanban boards or switch to a traditional list. Track each matter’s stage and next action so your team can see what needs attention.
Use forms to collect consistent information from clients, third parties, or your internal team. Mark forms as internal when responses should stay within the firm, or keep them client-facing to support legal client intake and matter setup.
Update matter fields directly from the list view without opening each record. Keep statuses, owners, and matter details current while reducing repetitive clicks.
Duplicate an existing matter and choose which details to carry into the new record. Reuse proven structures without rebuilding common matter setups from scratch.
Serve global clients and collaborate across borders with 12 languages and 21 regional variants. From multilingual teams to international clients, everyone can work in their preferred language while staying connected in one unified workspace.
Search standard and custom fields across matters, contacts, and communications to surface possible name matches and support your firm’s conflicts-review process.
Lawcus allows you to tailor your workflow with custom fields and field groups for both contacts and matters. Capture the exact data your firm needs, organize it your way, and ensure consistency across your team.
Automatically generate matter numbers from a saved numbering scheme so new files follow a consistent naming convention across the firm.
Keep matter-related conversations alongside the work they reference. Teammates can collaborate in context and pin or star important notes and interactions, while clients can stay connected through the client portal.
Review trust balances, outstanding balances, and uninvoiced work in progress
at the matter or client level through Lawcus reporting.
Bring task management, matter communication, and workflow automation together so recurring work is easier to assign, track, and complete.
Receive notifications when a matter or task is assigned, a payment is received, an intake form is submitted, or a workflow sends an email or text message.
Tags give your firm added flexibility to organize matters and contacts beyond standard fields. Use tags as custom labels to group cases by client type, urgency, jurisdiction, or any criteria that fit your workflow.
Record key matter events, including calls, meetings, facts, and issues. Use the searchable, filterable activity stream to find entries by type and give the team a clearer history of what happened and what comes next.