Feature Requests

Lawcus has the ability to assign a task with a dependency of another task being completed, BUT that can only be set up in the task itself and not in any automation. It'd be really helpful to be able to add the timing for the start date and due date of a new task based on a previous task in the automation being marked as complete.

I found that using the "Global Search" API endpoint can sometimes (randomly) return an unrelated search result. To see if an incoming phone number already exists in our system, I have a coded automation search for their phone number via the Global Search API endpoint. But now I'm finding that in testing, if I repeatedly run the same search, it will occasionally come back with a single match that actually doesn't have a matching phone number at all. If it helps to diagnose the issue, every time it returns an incorrect match, it's the exact same Lead in our system.

I would like to have more connectors with QuickBooks so my QuickBooks reports will show profit and loss by practice area, or by custom fields so I can get more granular in QuickBooks.

I want to be able to choose what matter/lead data displays on a card in Kanban view: Like matter tags, due dates, or fields of my choosing.

Hi We’re working on new feature how Lawcus handles interest on overdue invoices, and we’d love your feedback to ensure it works the way your firm needs. What It Does Automatically calculates interest on overdue invoices. Helps you encourage timely payments from clients. You can customize settings per client or per matter. 1- Client-Level Settings: You can set interest terms for a client — including the number of grace days before interest starts and the interest rate & method (e.g., monthly or daily). Or some may prefer to charge a FlatFee. These settings can automatically apply to all matters for that client, unless you choose to override them. 2 Matter-Level Settings: For specific matters, you could set different interest terms than the client default. This allows flexibility if some matters need stricter or more lenient payment terms. 3 - How Interest Would Appear: Interest is calculated only after the grace period has passed. It appears as a separate line item on invoices, so the original invoice amount stays clear. If multiple invoices are unpaid, interest is calculated for each invoice individually. Partial payments reduce the principal, and interest accrues on the remaining balance. 4 Example: Invoice 1: $1,000 overdue → interest $30 Invoice 2: $500 overdue → interest $15 Next invoice sent would show: Invoice 2 principal $500 Interest from Invoice 1 = $30 Total due = $530 Your Input: We’d like to know: How would your firm prefer to set interest — at the client level, matter level, or both? Would you like interest to be calculated only when sending a new invoice Any other preferences or workflows you think would help your firm manage overdue invoices more efficiently? Your feedback will help us build a flexible system that matches the way your firm works. Thank you for taking a few minutes to share your thoughts!

Currently when sending an email via Lawcus, the only way to attach files is by uploading them. Since there may already files attached to the matter (or in the linked OneDrive or Google Drive folder), it would be great to have the option to select one or more of these files in addition to uploading.

It would be extremely helpful to have an automation condition that allows workflows to detect when a matter or lead contains one or more incomplete tasks matching a specific description, keyword, or tag. This would let automations trigger actions when certain types of tasks remain incomplete within a matter. For example, if a matter has incomplete tasks like “Client to provide info,” “File notice,” or “Follow-up call,” the system could trigger visual indicators or reminders based on upcoming key dates such as signing meetings or court dates. Two weeks before the event, the matter card could automatically change to yellow to flag pending actions. One week before, if those tasks are still incomplete, the card could change to red and a follow-up task could be assigned to the responsible team member. This functionality would make automations more dynamic by connecting task data with matter-level timelines. It would help users identify which cases need attention before important events, automate follow-ups, and improve visibility across the workflow without requiring manual checks.

99% of the time I cannot search someone with their email or phone number. Or I have to fully type Christopher Last Name instead of Chris Last Name.

I'd like to be able to add multiple contacts when creating a new lead or matter. Currently you can only add one, then have to save the lead or matter, create a new contact separately, then go back into the lead or matter and add the other contact. It's very time consuming and frustrating.