Feature Requests

Currently all leads entered into the system creates a permanent folder in the same directory as client matters. This clutters the directory with many people who the firm never retains as clients. Please separate the leads into a separate directory or make it easier to remove lead folders especially for those contacted only in passing or once or twice

Currently if a matter has a specific billing rate... you have to manually select the matter billing rate every time you enter a new time entry (even when entering activities within the matter's time tab). Would be great if you could just set a default rate for a matter and it automatically be that every time you enter a new time entry on that matter.

(for those synced with Google Calendar) Currently, if you create an "all day event" (one of those that appear as a label on top of a day and not as a specific time slotted event), when the event gets synced to the main Google Calendar it automatically marks the entire day as "busy". You have to go into Google Calendar to change this by individual entry. This ends up blocking Google's automated scheduler from scheduling client meetings on that day as a result. The problem is that it doesn't tell you this or show this in your calendar... it just says it's not available for booking in the scheduler without indicating why. Took me forever to figure out why I had a bunch of fully "busy" days unavailable for booking.

We would like to request functionality that prevents users and integrations from adding new time entries to a matter once it has been marked as closed. Currently, even after a matter is closed in Lawcus, time entries can still be created—particularly through the WiseTime integration. This is causing issues with billing accuracy, as time is being logged to matters that should no longer accept billable entries. Requested Behavior: Once a matter is marked as Closed, no new time entries should be allowed. This restriction should apply to all sources, including Manual time entries and WiseTime integration Ideally, this could be: A system-wide setting, or A configurable option at the firm or matter level

We often use logic conditions in workflows to take 2 different actions depending on the criteria. But often, after those actions, both branches need to take the same next step. Would love to have the ability to bring the logic branches back together after splitting them apart - this would significantly reduce duplicate actions and branches.

Currently, the Related Contacts block in intake forms allows the user to select Person or Company. However, Company Related Contacts can not be created/added to the matter from this block in the intake form, which is a confusing experience (and leads to inputted data failing silently). Ideally both Person and Company contacts could be created and linked to the matter via the Related Contact field in a form.

I want to be able to create a task, and have an option that the task would be created on an "Assignment date", that will assign on the date you choose. We can do this through an automation, BUT that would only work for repeatable tasks. I want the ability to create a one off task that doesn't flood my tasklist. For example, if I want to renew a contracts renewal terms in 6 months, I don't want to forget when the time comes. But I don't want that task to sit in my tasklist for 6 months. I want to have it sit dormant but allow us to be able to have the task assigned at a future date, but not as an automation. (essentially a reminder, BUT with a task assignment, rather than a simple email reminder).

At the moment, Zapier actions cannot trigger Lawcus workflows. This limitation forces us to generate renewal letters manually, which is inefficient given that we have hundreds of them. Creating each one individually consumes a significant amount of time. I would like to request the addition of action events in Lawcus to Create a Document and Create an Invoice. This functionality would allow us to efficiently schedule and send renewal letters for matters with annual packages.

We rely heavily on our Kanban board, and it would be nice to be able to see what lead or matter stage a given matter is on when we are looking at the info page at a glance, rather than needing to click "Edit" to see it, or to have to only see it on the main kanban board.

It would be good to see payments received for the month in the Dashboard. Very limited filter in the dashboard for now.