Feature Requests

Previously, we were able to select and export a larger number of matters at once without being limited to 100 matters. The current 100-matter export limit has made our reporting process significantly more time-consuming, particularly when we need to pull reports containing a large number of matters across multiple practice areas. We would greatly appreciate it if Lawcus could restore the ability to select and export more than 100 matters at a time, ideally without a selection limit, as we were able to do previously. Having to export matters in batches of 100 and then combine the files manually adds several unnecessary steps to what used to be a much simpler process. We are also experiencing an issue with the format and organization of the exported files. Ideally, the exported file should mirror the way the matters are displayed and grouped within Lawcus. For example, if I filter matters by practice area and group them by practice area in Lawcus, I would expect the exported file to retain that same organization. Currently, when I export Probate matters, the matters themselves may appear first while the corresponding practice area information is listed toward the end of the exported data. This makes the report difficult to read and requires us to manually reorganize and correct the exported file. This becomes especially challenging when exporting matters from multiple practice areas at once, as we then have to manually determine which information belongs to which group and restructure the spreadsheet after every export. If possible, we would like to request that Lawcus: Remove the 100-matter selection/export limit and restore the previous bulk export capability. Restore the previous export structure and formatting, where the exported file more closely reflected the list displayed in Lawcus. Preserve grouping in the exported file, particularly when matters are grouped by fields such as Practice Area. Ensure that the exported data is properly aligned so that each matter's information, including its Practice Area, appears together rather than requiring manual reorganization after export. The previous export functionality was much more efficient for reporting purposes, and restoring it would save a considerable amount of time, especially for firms managing and reporting on a large number of matters.

Right now, you have to attach documents 1-by-1. Please allow the option to choose multiple documents at once.

It would be great if the spacing on emails when drafting actually reflected the way the receiver views the email. As of now, when you hit enter once on an email or template in Lawcus, it shows up as 2 spaces. So if you want an email to have single space, when you draft the email, you can't have any spaces, which looks strange/confusing when drafting.

There isn't currently any way to export data from intake form submissions. It'd be extremely helpful if there was some way to export all submissions of an intake form as a CSV. The "Full Backup" export feature does not exclude this data.

Customize Your Matter, Lead & Contact Header We’re working on giving firms more control over what information is visible at the top of every Matter, Lead, and Contact. Today, the top bar shows standard fields like Matter Number, Client, Pipeline, and Stage. We’re exploring the ability for your firm to choose what fields appear there, so your team can see what matters most — instantly. What You’ll Be Able to Do Choose which fields appear in the top bar Reorder them based on priority Add a second line for additional information Keep your most important data always visible Custom Fields Support We’re also considering allowing your custom fields to be added to the top bar. To keep the layout clean and fast, only certain field types would be supported: Supported Field Types (Best for Top Bar) Text (single line) → Short labels, references Number → Values like budgets, counts Date → Key dates (e.g., filing date, deadline) Pick List → Status, priority, categories Checkbox → Yes/No indicators Lookup Fields → Client, Matter, Assigned User ⚠️ Not Supported (for clarity & space reasons) Multiline text (too large) Multiple contacts/users (too cluttered) Large or complex data fields 🤔 We’d Love Your Input What fields would you want to see at the top? Would you use custom fields in this area? Would a second line of fields be useful for your workflow?

Merge fields should be usable in automatic email subject lines and body. I want to send an automatic thank you and google review link to client emails upon closing a matter. I can set up the automation, but I can't get merge tags to populate in the body of the email. It would be nice to be able to do this.