Lawcus Reviews & Pricing

Key Features

• Case Management: Maintain complete visibility over legal matters with a traditional list view or kanban style bird's-eye view. Identify conflicts of interest via full-text search. Organize matters and contacts via custom fields and groups. 
  • Legal Matters: Participate in matter-specific conversations and pin significant interactions for future reference. The matter timelines tool recollects all case-specific activities chronologically. Always stay in the loop with continuous updates on task assignments, client intake, messages and payments. Generate on-demand matter summaries detailing any outstanding balances, trust balances, and un-invoiced work in progress. 
  • Organization: Create custom numbering schemes to assign numbers to legal matters. Arrange cases via customizable labels and tags. 
• Task Distribution: Break down complex tasks into sub-tasks, delegate them to other staff members and establish realistic deadlines. Set up trigger-based due dates, start dates and automated email notifications for upcoming tasks. 
  • Task Creation: Design recurring tasks programmed to repeat daily, monthly, annually or periodically. Create private tasks and tasks independent of legal matters. Add multiple team members to a single task and attach notes for future reference. 
• Time and Expense Tracking: Account for all of the firm’s time and expenses. Directly create invoices from activities and generate UTBMS and LEDES billing codes.  
• Billing: Supports both flat fee billing, split billing and contingency billing. Get notifications when a client’s retainer balance falls below the minimum amount. Email all clients with open invoices in bulk. Round off time entries and apply default billing rates to all activity items or apply custom rates on time. 
  • Invoicing: Prepare invoices en masse. Use different templates to create invoices for varied situations. Print, download, delete and process multiple invoices at once. Firms can opt to apply available retainer and trust account funds to invoices automatically. 
• Legal Documentation: Leverage the workflow automation tool to quickly create documents from built-in templates. Store an unlimited number of documents in default folders sorted by practice areas. Create documents for specific contacts within merged fields. Petition clients for particular files with purpose-built request forms. 
• Integration: Integrate with Dropbox, Box, Google Drive and OneDrive to simply drag and drop documents from cloud storage. The Quickbooks integration automatically synchronizes accounting data from clients, invoices and payments. Email and calendar integrations include Google, Office 365 and Outlook. Additional integrations include Zapier, Zoom, LawPay and Exchange. 
• Client Intake: Streamline the client intake process with preconfigured online intake forms. Use the form builder to create multi-step complex forms based on conditional logic and triggers. Embed online intake forms into the firm’s website to capture leads effectively. Potential clients can save their progress on the form and complete it later. 
• Electronic Signatures: Accept electronic signatures on agreements generated digitally. 
• Client Relationship Management: Track lead sources, referrals and the pipeline value of potential clients. Automate follow-ups without utilizing code. Access a live feed of performance metrics on the configurable dashboard.  
• Accounting: Manage multiple trust and operating accounts. Facilitate easy transfer of funds between accounts. Replenish trust accounts with expedited trust requests for additional funds. 
• Payments: Generate and share secure online payment links for quicker payments. Accept credit cards for both trust and operating account payments. 
• Workflow Automation: Design automated workflows with triggers based on rules, conditions and actions. Seamlessly automate anything from administrative activities and repetitive tasks to reminders and client engagement strategies. 
• Legal Calendar: Always stay on top of deadlines, upcoming events, essential client touchpoints and hearing with the built-in legal calendar. 
• Reporting and Analytics: Leverage a customizable dashboard and flexible visual formats to track real-time performance metrics. Anticipate the value of works in progress. Break down total outstanding revenue to identify invoices awaiting payment and overdue bills. 
  • Lead Reporting: Run built-in reports on lead trends, source, pipeline value, conversion rate and referrals. Identify the prominent reasons behind failed conversions and track the number of leads lost due to each cause. Drill deeper into conversion rate data to know the dollar value of conversions in every practice area. 
  • Custom Reports: Create tabular reports with custom parameters and fields, such as invoice history, matter balance summary, general client ledger, accounts receivable and more. 
• Client Portal: Provide clients with a secure communication module. Lawyers and counsels can answer questions, share documents, request files, assign tasks to and schedule appointments with clients. 
• Security: Safeguard client data with two-factor authentication. 

Limitations

•  Trust accounting function lacks visibility. 
•  Easy to miss notifications. 
•  Prone to occasional performance issues. 
•  The client portal can be buggy. 
•  The mobile app has limited functionality. 

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