Feature Release: June 2025

At Lawcus, simplifying and strengthening law firm operations is at the heart of everything we do. Continuing that commitment, we’re thrilled to unveil two powerful updates designed to streamline your billing process and automate your workflows—giving your firm more control, clarity, and efficiency than ever before.

Streamline Billing With Confidence: Invoice Approval Workflow

Billing accuracy is non-negotiable—and now, it’s easier than ever to ensure every invoice your firm sends is reviewed, approved, and error-free. With our new Invoice Approval Workflow, you’re in complete control of the invoices before being finalized or sent out.

Flexible Invoice Workflow Settings

Available in the Bill Settings section:

• Set default preferences:
  • Enable or skip the invoice approval process.
  • Allow or restrict edits after an invoice has been approved.
• Choose how approvals are routed:
  • Responsibility Timekeeper — Approvals are automatically sent to the person managing the matter.
  • Originating Timekeeper — Approvals are routed to the person who opened or brought in the matter.

This flexibility ensures accurate, policy-aligned invoices—effortlessly.

Seamless Invoice Approval Workflow

• Invoice approval is enabled by default when you create a new invoice, adding a built-in review step to your billing process.
• Admins or designated users with approval permissions can:
  • Approve or reject invoices.
  • Add comments or reasons for transparency.
• Approval permissions are fully customizable in your Roles & Permissions settings, so you decide who has authority to review and approve.
• Once approved, invoices are locked from further editing—unless explicitly allowed in your Bill Settings.
• After approval, the invoices are automatically sent via email to the desired reviewers chosen in the Bill Settings.

New Invoice Statuses for Complete Visibility:

We’ve introduced updated invoice stages to reflect your new approval flow:

• Draft – Invoice in progress
  
• Pending Approval – Awaiting review
  
• Approved / Rejected – Reviewed by authorized users
  
• Sent – Delivered to client
  

Prefer the traditional flow? No worries—simply disable the approval process in your Bill Settings and continue using:
Draft → Sent → Paid

Work Smarter with Bulk Invoice Actions

Handle high-volume billing with ease—no more repetitive clicks or manual reviews for each invoice. With bulk actions, you can now:

• Submit multiple invoices for approval at once — Automatically route them to the attorney selected in your Invoice Workflow Settings, or choose a specific reviewer if needed for added flexibility.
• Approve or reject invoices in bulk — Save time by processing large batches in just a few clicks.
• Mark as sent, email, download, print, or delete multiple invoices — Manage your billing tasks efficiently without handling invoices one at a time.

This upgrade streamlines your invoicing process, significantly reduces manual effort, and helps your team focus on what matters most—serving your clients. and keeps your billing operations fast and organized.

👉Ready to optimise your billing processes? Check out our detailed article.

Enhanced Zapier Integration

Lawcus is making automation even easier with an enhanced Zapier integration that unlocks powerful new ways to streamline your workflows. We’ve supercharged our Zapier integration with new triggers and actions, empowering your firm to automate complex workflows across tools—without code or manual effort.

With new triggers and actions, you can now:

• Automate workflows based on key events like invoice status changes, new tasks, closed matters, and more.
• Seamlessly update records, create communications, add notes, and trigger Lawcus workflows across your favorite tools.
• Eliminate repetitive tasks and keep your data in sync—all without manual effort.

From tracking invoice status to auto-updating contacts and matters, these new capabilities open the door to endless automation possibilities.

👉 Ready to see everything you can automate? Check out our support article for full details.

Experience the Difference Today

Whether you’re building a seamless invoice review system or connecting your favorite tools with smart automations, Lawcus gives you the power to work smarter, faster, and with more control.

Log in today to explore the Invoice Approval Workflow and try out the enhanced Zapier integration. Need help? Our team is always here to guide you through setup and configuration.