Feature Release: March 2026

Since January 2026, our team has been actively working with Lawcus customers to refine many of the workflows used daily by law firms — from billing and time tracking to client management, matters, and workflows.
Many firms shared valuable feedback about areas where processes could be clearer, faster, or more reliable. Based on that input, we’ve made a series of improvements across the platform.
This release introduces 56 updates designed to improve everyday operations across Lawcus, including:

• 22 Enhancements that introduce new capabilities and usability improvements
• 34 Issue Fixes that address reported problems and improve system reliability

Together, these updates help make Lawcus faster, clearer, and more dependable for your firm’s daily work.

These improvements span key operational areas of a law firm including:

• Billing & Financial Operations
• Client & Contact Management
• Matter Management
• Time Tracking
• Calendar & Scheduling
• Workflows & Automations
• Client Portal
• User Interface Improvements

Billing & Financial Operations

Accurate billing is critical for law firms. This release includes several fixes to ensure invoices, trust transactions, and financial integrations work reliably.

Enhancements

1. Client Rate Levels
   • Firms can now better manage client-specific billing rates, allowing more flexibility when assigning billing structures.
2. Invoice Workflow Improvements
   • Enhancements were made to improve invoice generation and ensure billing information flows correctly between matters and time entries.

Issue Fixes

1. Fixed an issue where Invoice Number merge tags were not auto-populating in email subject lines when sending invoices.
2. Fixed an issue where invoice payment links were not attaching properly when sending invoices to clients.
3. Fixed an issue where invoice balances were not displaying correctly in certain situations.
4. Resolved an issue where invoices were appearing in an incorrect language in production environments.
5. Fixed an issue where time entry totals did not match invoice totals in certain cases.
6. Fixed a QuickBooks synchronization issue where line totals were not transferring correctly.
7. Fixed formatting issues in the Trust Request description column.
8. Fixed an issue where Trust Request record payment history was not displaying correctly.
9. Fixed an issue affecting Aged Accounts Receivable reports.

Client & Contact Management

These improvements focus on making it easier for firms to manage relationships between clients, contacts, and matters.

Enhancements

1. Tags Management Improvements
   • Firms can now rename tags and assign colors, making it easier to visually organize contacts and matters.
2. Matters Related Contacts – UI Enhancement
   • The related contacts interface within matters has been improved to make it easier to view and manage associated contacts.
3. Contacts Module Improvements:
   • Updates were made to improve the behavior of the Contacts Only module.
4. Intercom Contact Form Processing:
   • Improvements were made to how Intercom contact form submissions are handled, ensuring client inquiries are captured reliably.

Issue Fixes

1. Fixed an issue where relationship types added from matters were not functioning correctly.
2. Fixed an issue where emails were not automatically including related contacts as recipients or CC.
3. Fixed an issue where contacts could not be assigned correctly on interactions.
4. Fixed cases where contact updates on the matter page did not save properly.
5. Fixed an issue where backup contact exports were not properly including notes fields.
6. Fixed an issue where leads were not appearing in the client dropdown for trust requests.
7. Fixed an issue where email errors occurred when the contact did not exist in the system.
8. Fixed issues affecting client lookup behavior across workflows.

Matter Management

These updates improve how matters are structured and accessed across the platform.

Enhancements

1. Matter Privacy Controls
   • Firms can now mark a matter as Private, restricting visibility to only authorized users.
2. Private Notes for Matters
   • A new enhancement allows firms to add private notes at the matter level, improving internal collaboration.
3. UI Improvements to Matter Views
   • Updates were made to improve the display and usability of matter information.

Issue Fixes

1. Fixed an issue where matter/client information was not displaying correctly.
2. Fixed a reload error when editing or converting leads to matters.
3. Fixed a reload issue on the Matter Tags page.

Time Tracking

Time tracking is a core part of legal billing, and several improvements were made to ensure accuracy and reliability.

Enhancements

1. Timer Stability Improvements
   • Improvements were made to the Lawcus timer to ensure time entries are recorded reliably.
2. Time Entry Workflow Improvements
   • Enhancements to improve usability when entering and editing time entries.

Issue Fixes

1. Fixed a NaN error when importing time entries.
2. Fixed an issue where bulk editing time entries caused errors.
3. Fixed an issue where non-billable checkboxes became unchecked when editing time entries.
4. Fixed an issue where time entries created through add-ins were not syncing correctly with Lawcus.
5. Fixed usability issues affecting time entry screens.

Calendar & Scheduling

Several improvements were made to make scheduling and event management smoother.

Enhancements

1. Events UI Improvements
   • The events interface has been updated to provide a cleaner and more intuitive scheduling experience.
2. Nylas Scheduler Upgrade
   • Lawcus has upgraded the Nylas scheduler version to improve reliability and calendar integration.

Issue Fixes

1. Fixed an issue affecting calendar color settings within workflows.
2. Fixed general issues affecting calendar event display.

Workflow & Automation

Workflows help firms automate repetitive processes, and several improvements were made to improve reliability.

Enhancements

1. Improvements to lead workflows.
2. Workflow enhancements based on client feature requests.

Issue Fixes

1. Fixed an issue where workflow history did not load client and matter data correctly.
2. Fixed issues affecting lead-to-matter conversion workflows.
3. Fixed an issue where existing information was removed incorrectly during workflow updates.

Client Portal

Several fixes improve communication and document sharing with clients.

Issue Fixes

1. Fixed an issue where secure messages in the client portal produced errors.
2. Fixed an issue where sending secure messages from the client portal failed.
3. Fixed an issue where documents could not be uploaded through the client portal.

Email & Communication

Issue Fixes

1. Fixed an issue where email signatures were not attaching to outgoing emails.
2. Fixed issues affecting email sending when related contacts were missing.

Reporting & Data

Issue Fixes

1. Fixed an issue where CSV downloads for Matter Balance reports caused errors.
2. Fixed issues affecting data export reliability.

Platform Stability & System Improvements

Several backend improvements were made to improve reliability across the platform.

Enhancements

1. Kanban UI Improvements
   • Updates to improve visibility and usability when managing matters on Kanban boards.
2. Platform stability improvements supporting overall performance.