Feature Requests

It would be great to have a feature where you can merge matters/leads that may be duplicates instead of having to copy and paste information over to one file. That way all notes could be in chronological order.

The ability to enter a court date and have the events auto create based on rules.

Summary: The current Mailchimp integration in Lawcus is limited to a one-way sync of contacts with basic filters. This restricts our ability to leverage Mailchimp effectively for segmented marketing campaigns. Issues Identified: Integration only syncs contacts; no two-way functionality. No ability to map Mailchimp fields with Lawcus fields. No option to automatically apply Mailchimp tags based on lead/contact stage in Lawcus. Action Items / Requests: Enable field mapping between Lawcus and Mailchimp (custom fields included). Add functionality to automatically assign tags in Mailchimp based on a lead/contact’s stage in Lawcus. Explore options for two-way sync to improve data consistency across platforms.

Zapier integration with Lawcus is producing inconsistent results due to limitations in the current search logic for leads and contacts. This impacts automation reliability and data consistency. Issues Identified: Lead Status Recognition: Search does not return leads marked as Not Hired. Phone Number Matching: Search fails if phone number formatting differs (e.g., +1 401 862 4142 vs. 4018624142).Inconsistent results when searching phone numbers directly in Lawcus (sometimes data shows, sometimes it doesn’t). Fuzzy Search Behavior: Current fuzzy search is unreliable and produces “hit or miss” results. Action Items / Requests: Enable search to return results for leads in all statuses, including Not Hired. Implement normalization for phone numbers (ignore country codes, spaces, dashes, special characters). Improve search logic in the API to provide consistent matching, even when data formatting differs. Enhance overall reliability of search to support automation workflows.

We’re considering adding a feature to make handling vendor invoices for hard costs easier and more transparent. Before we move forward, we’d love to hear from you: 👉 Does your firm have requirements around vendor invoices? Do your clients require that expenses be backed by receipts? Do you need staff to attach vendor invoices whenever they log a hard cost? Do you often spend time chasing down missing documentation before billing? If these challenges apply to your firm, here’s how this feature could help: What This Feature Would Do Require invoice attachments: Firms could choose to make attaching a vendor invoice mandatory when entering hard costs. Flexible sharing options: Firm level – apply rules across the entire firm. Client level – always include vendor invoices when billing a specific client. Matter level – override client defaults for special cases. Invoice level – choose whether to include attachments at the time of billing. Delivery to clients: When enabled, vendor invoices would be included along with the invoice sent to the client — ensuring full transparency. Why It Could Help Transparency & Trust – Clients see exactly what they’re being billed for. Compliance – Supports client billing guidelines that require receipts. Efficiency – Avoids last-minute chasing for missing documents. Audit-Readiness – Be prepared to provide supporting documentation anytime. Flexibility – You decide when and how invoices are shared.

Currently workflows can only be triggered on the Event's creation, NOT on the event itself. But I would like there to be a way to move a matter stage/assign tasks/send emails, etc, in a specified time PRIOR to an event. For example, 3 days before a client signing meeting, we need to be reminded to prepare for the meeting and put hte final touches on the documents.

I am sending out follow up communications to nurture leads and I have a delay set between communications and I only want them to be sent on business days. I would like a way to either chose business days or use logic to set what day/time as a function of trigger day of the week.

You have an automation in Zapier to add a note to a matter/lead/contact. It would be nice if there was also a native automation action to add a note to a matter, or lead, or contact.

Lawcus tracks the last contact date for each matter/client. I would like to use this information to create time-based triggers to send email or SMS alerts when a client has NOT received any contact within a certain timeframe, and not have it be based on events or tasks. This is to catch when clients are falling through the cracks for updates.

We are very frustrated that we do not get any type of notification when a client responds to an automated message. An email would be great.