A common workflow for our clients is to receive emails from people around the business to open a new matter. The email will often contain the objectives and background of the matter. Wouldn’t it be useful if you could send that email straight to LawVu to create a new matter?
All you need to do is forward the message to:
APAC email address - newmatter@mail.lawvu.com
EU email address - newmatter@mail-eu.lawvu.com
US email address - newmatter@mail-us.lawvu.com
Canada email address - newmatter@mail-can.lawvu.com
US Gov email address - newmatter@mail.lawvu-gov.com
Note: The creation of matters through this method is restricted to LawVu users with Administrator and In-house legal roles. Other user roles will receive a bounce-back email, and a non-LawVu user attempting to do so will not achieve any results.
Once received, the system will open a new matter and assign you the role of matter owner. The matter manager will be decided based on the default manager of the matter type. If there is no default rule, the Matter Manager will remain unassigned, which can be modified later if needed.
It's also important to note that the matter type of the newly created matter will be "TBC". You can conveniently change this from LawVu, and the associated fields will be updated to match the configuration of the matter type. The most recent message will be reflected in the matter Objectives field, and any file attachments in the email thread will be saved to the matter Files.