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 into LawVu to create a new matter?
All you need to do is forward the message to firstname.lastname@example.org
Once received, we will open a new matter and assign you to the role of matter owner.
The most recent message will be copied into the matter objectives and any other information in the email thread will be copied over to the matter background.
That’s it! Now you are ready to hop into LawVu and flesh out the finer details of the matter.