Feature Release: September 2025

At Lawcus, your feedback shapes every update we make. You told us that handling payments, write-offs, client engagement, and reporting needed to be faster and more reliable, and we listened. This release brings meaningful improvements across the board: apply write-offs directly while recording payments, gain smarter matter insights, and track client engagement with powerful new fields and reports. We’ve also resolved 25 bugs that were slowing you down and added 16 enhancements to streamline workflows, strengthen financial controls, and improve everyday usability. The result? A cleaner, more efficient experience that helps your firm focus less on workarounds and more on what matters most: your clients.

Apply Write-offs Directly While Recording Payments

At Lawcus, we know that billing flexibility is critical for modern firms. Clients don’t always pay invoices in full, and firms often need to adjust balances while maintaining accurate records. That’s why we’re introducing a new enhancement that makes managing payments and write-offs faster, cleaner, and more efficient: the ability to apply write-offs directly while making payments.

Eliminate back-and-forth adjustments. Payments and write-offs can now be managed within a single workflow, saving your billing team valuable time. By consolidating both actions into a single workflow, billing teams save valuable time while ensuring invoices are always accurate and up to date. 

Cleaner financial records and fewer duplicate adjustments improve reporting accuracy and cash flow management, allowing firms to focus more on practicing law and less on administrative overhead.

Smarter Matter Insights & Engagement Tracking

We know that cash flow, client relationships, and team accountability are at the heart of every successful law firm. Introducing powerful new Matter fields and a brand-new report designed to give your firm deeper financial visibility, stronger client engagement tracking, and better control over workload and revenue.

1. New Matter Fields for Billing & Engagement

You’ll now see a set of smart new fields directly on every open Matter, giving you a real-time view of billing health and client activity:

• Latest Invoice Issue Date – Instantly see the most recent billing date for the client.
• Latest Invoice Amount Due – See the balance still outstanding.
• Latest Invoice Total – Compare what was billed vs. what remains unpaid.
• Latest Invoice Status – Quickly check if the invoice is Paid, Partially Paid, or Outstanding.
• Accounts Receivable as of Today – Real-time accounts receivable exposure at the matter level.
• Last Activity Date – Track when the most recent Time, Expense, or Flat Fee entry was logged.
• Last Activity Type – Identify what kind of work was last recorded.
• Last Contacted – See the most recent client communication logged.

These insights transform the Matter screen into a 360° dashboard, enabling attorneys, administrators, and finance teams to monitor client engagement, receivables, and workload all without needing to switch between multiple reports.

2. New Report: Matters with No Engagement

We’ve also added a new actionable report, Matters With No Engagement. The report shows matters with no logged activity in the past 30 days and is grouped by Originating Attorney for accountability and review.

This report enables firms to quickly identify dormant files, stalled client communication, or matters with missed billables before they become a problem. Partners and administrators can step in early, re-engage with clients, and ensure revenue isn’t slipping through the cracks.

The Value for Your Firm

These enhancements aren’t just more data points; they deliver actionable intelligence that directly impacts your firm’s bottom line and client experience:

• Cleaner Pre-bills – Use “invoice vs. payment” insights to catch issues before generating invoices.
• Faster Cash, Fewer Write-offs – Identify aging invoices before they become losses and follow up promptly.
• More Revenue Captured – Surface matters with no activity to avoid unbilled time and expenses.
• Stronger Client Relationships – Ensure every client gets regular touchpoints; no file left idle.
• Better Staffing & Pipeline Control – Spot stalled matters early and redistribute workload before deadlines slip.
• Attorney Accountability – Group by Originating Attorney for clear visibility into client discipline and financial health.

16 New Key Enhancements

• Bulk Delete for Activities: Added the ability for Admins and Owners to bulk delete activities. To maintain billing accuracy, only uninvoiced activities can be deleted in bulk. This streamlines cleanup and saves time while ensuring invoiced records remain intact.
• Consistent Decimal Time Display: Standardized time entry display across the application. All times (e.g., My Timesheets, All Timesheets, hover pop-ups, expanded time cards, and edit pop-ups) now show in decimal format instead of hours and minutes (e.g., 1.33 h instead of 1 h 20 m), ensuring consistency and easier calculations.
• Contact Creation Fixes:
  • Resolved an issue where phone numbers were not being saved when creating a new contact via “Add new contact” in a matter.
  • Fixed behavior where adding a new related contact from Leads or Matters would skip the Contact Form and save incomplete records. Now, all new contacts created through these flows use the standard form to ensure complete and accurate details are captured.
• Contact Phone Number Fix: Resolved an issue where phone numbers entered with a country code (e.g., +1 xxxxxxxx/) were being saved without the country code. Phone numbers now retain the full format entered in contact creation forms.
• Client Portal Reinvite Fix: Resolved an issue where reinviting a client from Manage Organisation > Invited Users used the default email template instead of the assigned custom template. The correct template is now applied consistently, whether reinviting from the contact record or the organisation tab.
• All Timesheets – Inactive User Visibility: Added the ability to include inactive users in the All Timesheets view. Admins can now toggle this option on to review historical time entries from inactive users.
• Kanban View – Right-Click Open: Added the ability to right-click on cards in Kanban views to open Matters, Contacts, or Leads in a new tab/window. This enhances navigation and facilitates simultaneous work across multiple records.
• Payments – Source & Display Enhancements:
  • Improved Source Handling: Payment details now display correctly according to the source type.
    • If the payment source is Direct Payment, the payment type (e.g., Cash, Card) is displayed as is.
    • If the payment source is an Account (e.g., Trust or Operating), the payment type dropdown now saves and displays values as:
      • Client Balance – Client Name
      • Matter Balance – Client Name: Matter Name
  • Invoice Payment Table Update: On the Invoice Edit and View pages, the payment table has been updated for clarity with the following fields:
    • Date
    • Payment Source (previously “Source”)
    • Destination Account (previously “Destination”)
    • Source (new field, showing saved values from the payment form)
    • Line Total (Payment Applied)
    • Payment Notes (previously “Internal Note”)
• Phone Log & Email – Open in New Tab: Previously, when adding a Phone Log or sending an Email from Matters, Leads, or Contacts, the action opened in the same tab. This made it difficult for users to copy links or reference information from other sections (like Requests Sent), often forcing them to open multiple Lawcus tabs. Now, both Phone Log and Email actions open in a new tab, making it easier to multitask and work across different areas without losing your place.
• Hyperlink Handling in Notes & Info Tabs: Previously, when users added links in Notes, Meetings, Facts, Issues, Contacts (Info tab), Leads, Matters, and Interactions, the links either did not display as clickable hyperlinks or opened in the same tab, forcing users out of Lawcus. Now, all links are displayed adequately as active hyperlinks and open in a new browser tab, ensuring users can access linked content without being navigated away from Lawcus.
• Leads Module – Conversion & Rejection Dates: Added new date fields to track lead outcomes:
  • Lead Converted Date – the date a lead was converted to a matter
  • Lead Rejected Date – the date a lead was marked as not hired

These fields are now:

• Visible in the Converted Leads view
• Available in the API
• Included in all reports containing leads, including:
  • Hired Leads Summary – Lead Hired Date
  • Lead Summary – Lead Hired Date, Lead Did Not Hire Date
  • Leads by Practice Area – Lead Hired Date, Lead Did Not Hire Date
  • Leads by Source – Lead Hired Date, Lead Did Not Hire Date
  • Not Hired Leads Summary – Not Hired Date

• Workflow Invoices – Tax Calculation: Previously, invoices created via workflows did not calculate taxes. Now, firms can:
  • Assign an Invoice Template to the workflow
  • Use the tax percentage from the template to automatically calculate taxes
  • Enable an “Apply Taxes” checkbox on workflow invoices (default OFF) to control whether taxes are applied

This ensures that workflow-generated invoices can accurately include taxes while giving firms control over tax application.

• Trust & Credit Request Forms – Disable Reminder Option: Added a Disable Reminder checkbox to Trust Request and Credit Request forms. When creating requests via these forms, users can now opt to suppress automatic reminders, providing more control over notification settings.

• Workflow Enhancements – Trust, Credit & Controls: Added new actions and controls to workflows, including:
  • Trust and Credit requests
  • Disable the Reminders option
  • Skip Approvals option

• Trust & Credit Request Forms – Disable Reminder Option: Added a Disable Reminder checkbox to Trust Request and Credit Request forms. When creating requests via these forms, users can now opt to suppress automatic reminders, providing more control over notification settings.

Bugs Fixed in this Release: 25 Bugs

• Subtask Workflow Fix: Resolved an issue where completing a subtask triggered the “Task Completed” workflow but lacked associated Matter and Contact data. Subtasks now carry the relevant Matter and Contact IDs, enabling automations such as Search Matter to execute correctly when a subtask is completed.
• Time Entry Timer Fix: Resolved an issue where users could not start a timer without first entering a duration. Now, when the “Start Timer” option is selected, the duration field defaults to 0.0, allowing timers to begin immediately without extra clicks.
• Activity/Interactions Permissions Fix: Fixed an issue where disabling both Team Activities and Personal Activities permissions caused the Interactions tab to disappear from Matters/Leads, even when interaction permissions were enabled. The Interactions tab now remains visible as expected.
• Intake Form Validation: The Send option for intake forms is now disabled if a Lead has no email address. This prevents errors and ensures intake forms can only be sent to valid recipients.
• Related Contact DOB Fix: Resolved an issue where the Date of Birth entered for a related contact (e.g., Child1) through intake forms did not save to the contact record. The DOB now correctly saves and appears in merges and related contact details.
• Time Entry Search Fix: Resolved an issue where opening a time entry from search results incorrectly loaded a new activity form instead of the selected entry’s details. Time entries now open with the correct data as expected.
• Workflow Approval Fix: Resolved an issue where existing workflows did not honor the firm-level “Skip Approval” setting. All workflows now correctly follow the firm-wide approval preferences.
• Intake Form Submission Fix: Resolved an issue where clients could not submit intake forms even after completing all required fields. The form now submits correctly, ensuring a smooth intake process without errors or stalls.
• Zapier Integration – Lead Stage Fix: Resolved an issue where the Find Lead action in Zapier did not return the lead’s stage. Lead stage data is now included, enabling workflows and logic conditions based on stage to function correctly.
• Related Contacts UI Fix: Resolved a UI issue that occurred when adding multiple associated contacts to a matter. The interface now handles larger numbers of related contacts smoothly without display or usability problems.
• Activity Sync Fix: Resolved an issue where updates made to an activity in one session were not immediately reflected in another user’s session, causing conflicts when attempting to edit. Activity updates now sync correctly across all sessions and users.
• Trust & Credit Request Formatting Fix: Resolved an issue where multi-paragraph descriptions were being merged into a single block of text. Descriptions now retain proper paragraph formatting for improved readability.
• Confido Payment Sync Fix: Resolved an issue where payments made via the Lawcus payment link and processed through Confido appeared in Confido but did not reflect in Lawcus. Payments now sync correctly across both systems.
• Time & Expense Entry Focus Update: Improved data entry efficiency by setting the default cursor focus to the most relevant field:
  • Time Entry: Focus now defaults to the Duration field.
  • Expense Entry: Focus defaults to the Rate field.
  • Flat Fee Entry: Focus defaults to the Amount field.
    This change enables faster entry recording without requiring additional clicks.
• eSign Request Client Fix: Resolved an issue where eSign requests sent to a matter’s client could incorrectly display another client’s name. eSign requests now always show the correct associated client.
• Expense Data Cleanup: Standardized existing data by updating all uninvoiced expenses with a blank Activity Type to default as Soft Cost. This ensures consistency in reporting and billing.
• Workflow Subtask Removal Fix: Resolved an issue where removing a subtask during workflow task creation always deleted the bottom-most subtask instead of the selected one. Subtasks now remove correctly as intended.
• Lead Contact Info Fix: Resolved an issue where, if two leads were created for the same potential contact and one was deleted, the remaining lead lost its contact information and could not be re-linked. Contact details now remain intact and can be updated as expected.
• Payment Email Tracking Fix: Resolved an issue where emails sent after recording a payment did not display the sender’s name or the date sent. These details now appear correctly, ensuring accurate payment communication history.
• Invoice Status Fix: Resolved an issue where invoices did not automatically update to Paid when a payment was applied first and a discount was added afterward, leaving the balance at zero. Invoices now correctly reflect a Paid status in this scenario.
• Confido Payment Integration Fix: Resolved an issue where multiple payments applied to an invoice displayed the same timestamp, incorrectly triggering duplicate invoice payment links in the background. Now, each payment is recorded with the correct timestamp, and the payment page accurately reflects all payments made.
• Leads – “Not Hired” Reason Fix: Resolved an issue where the “Other” option was missing from the Not Hired Reason dropdown in Leads. The option now appears correctly for selection.
• SMS Reminders Fix: Resolved an issue where SMS reminders configured in the Reminders section were not being sent. SMS reminders now function as expected, keeping clients and team members informed on time.
• Dashboard Widget Display Fix: Resolved an issue where certain dashboard widgets flickered at specific zoom levels or screen resolutions. Widgets now display consistently across all supported screen sizes and zoom settings.
• Workflow Invoice Template Fix: Resolved an issue where invoices created from workflows did not use the template marked as default by the firm, instead using Lawcus’s system default. Invoices now correctly apply the firm-selected default template.

Introducing a New Way to Work Smarter with Lawcus

At Lawcus, every new feature is designed with one goal in mind: making your practice more efficient and your client interactions seamless. Our latest enhancements and fixes continue that mission. Log in to your Lawcus account and immediately take advantage of its benefits, ensuring faster adoption and smoother workflows.

Should you have any questions, feel free to reach out to us via chat or at support@lawcus.com.

Not using Lawcus yet? Now’s the perfect time to see why modern firms rely on our platform to streamline case management, automate everyday tasks, and deliver an exceptional client experience. Book a demo today and experience the difference from day one.