Lawcus – New Features October 2025

Bug Fixes

• Invoices & Billing
  • Expense Type Display in Invoice Creation: Fixed an issue where Activity Type values were not showing correctly based on the selected Expense Type during invoice creation.
  • Lead → Matter Conversion (Flat Rate Display): When converting a lead to a matter and choosing the Flat Rate billing type, the field previously showed the label instead of the value. It now displays the correct value.
  • Activities Module – Billing Type Grouping: Activities are now grouped correctly by Billing Type for accurate categorization.
• Appointments & Scheduling
  • Calendly / Appointment Scheduler Timezone Fix: Appointment confirmation emails were displaying UTC instead of the user’s local timezone. All workflow emails now display the correct start and end times.

• Leads & Matters
  • Category Editing – Unsaved Data: Previously, unsaved data from an edited category carried over to new forms. The system now clears unsaved content correctly.
  • Lead “Not Hired” Trigger – Missing Reason: The “Not Hired Reason” now appears correctly when a lead is marked as not hired.
  • Leads List View – Sorting: Sorting by “Lead Created Date” and “Created By” now functions properly.

• User & System Interface
  • Matter-Level Custom Rates – Inactive Users: The Timekeeper dropdown now excludes inactive users.
  • Email Templates – Responsible Attorney Merge Tag: Fixed a bug where the Responsible Attorney merge tag appeared as “null” in shared templates.
  • Theme Change – Menu Bar Slider: The menu bar slider now collapses automatically after a theme change.
  • Phone Log – Validation Fix: The “Create” button now activates dynamically after required fields are corrected. The “Body of Interaction” field is clearly marked as mandatory.
  • Monthly Calendar View – All-Day Event Default: Creating an event by clicking on the monthly calendar no longer defaults to an all-day event.

• Integrations
  • Google / Outlook Plugins – Time Entry Format: Users can now enter time in hours format, consistent with the main Lawcus application.

Enhancements

• Interface & Usability
  • UI Improvements: General refinements to layout, consistency, and usability across the platform.
  • Improved Global Search: Now searches across multiple phone numbers, email addresses, and physical addresses for Contacts and Matters.
    (Further search optimizations coming soon.)
  • Manage Categories Popup: Redesigned for better text alignment and readability.
  • Leads Notes Enhancement: Upgraded for consistency with Matters:
    • Notes can now be pinned or starred.
    • Pinned items appear in the right-side panel.
    • Hover interactions for Notes, Meetings, Facts, and Issues are smoother.

• Data and Reporting
  • Reports – Inactive Users Display: Reports now show the names of inactive users instead of “N/A”.
  • Job Title Management: Firms can now freely update user job titles; prior licensing restrictions have been removed.

• Integrations & AI Upgrades
  • Lawcus Gmail Plug-in Upgrade: Updated to the latest internal version for improved stability, compatibility, and performance.
  • Claude Model Upgrade: Upgraded from Claude 3.5 Sonnet v2 → Claude Sonnet 4.5, improving performance, accuracy, and AI capability.

• Other Improvements
  • User Picklist – Active Users Only: Picklists throughout Lawcus now exclude inactive users.
  • Direct Access to Completed Intake Forms: The “View Form” link in Matter Activities now opens the client’s completed form directly instead of the submission confirmation page.
  • Phone Number Formatting: Phone numbers across grids are now displayed in a readable format — e.g., +1 415 555 0987.

Support Requests Resolved

• QuickBooks Sync Issue: Invoice payments temporarily failed to sync due to a server load issue. The problem was resolved promptly; syncing now works correctly.
• Job Title Update Request: A client’s request to update user job titles after a licensing downgrade was successfully completed, ensuring proper role alignment.