Our website uses cookies to deliver the best customer experience. By continuing to browse or by clicking 'Accept', you agree to our cookie policy. Accept

2nd June 2021

Launching exit conditions for drip campaigns and other new updates!

Exit & Entry rules for automation: Entry rules have been added to define when a workflow starts. / Exit rules have also been added to define when a workflow ends.

Activities: -View how many hours you work daily, weekly, monthly, etc. -Export time entries, expense entries, or flat fees from right here! Just click on export, and you can export to CSV, PDF, or XLSX. -Set your own filters, and Lawcus will save your preferences for you. -Set activities list filtered by an attorney to see only your hours. -Total amount is now added at the bottom of the activity dashboard.

Matters: ‘Use template’ option available to assign multiple users to a case with their custom rate.

Settings – Manage Your Organization: Turn off billing for a specific account by selecting the billing status as ‘inactive.’ You will no longer be billed for this account. -Admin can see which users have turned on 2-factor-authentication.

Transaction section under matters now has ‘withdraw’ option available. Contacts: ‘Withdraw’ option also available under Contacts->Transactions.

Invoices: -All columns are now completely sortable so you can now sort by matter or other preferences.

Watch video: https://www.loom.com/share/e33efcf08d614a4db425dab1fc639d61