In LawVu every matter starts by completing a form that is designed to replace Legal Service Orders and Legal instruction forms that are sometimes used to send instructions to in-house teams or outside counsel. This form becomes the core of the scope of work for that particular matter.
It can be as simple as a request to review a document for an internal client, or an agreement between an organisation and their external counsel that includes detailed objectives, fee estimates, task deliverables, and due dates for a more complex matter.
Basic scope workflow
The basic concept for scope workflow is very simple.
- The originating party (most often the 'matter owner') sets the requirements for the scope - ie the information that the other party (most often the 'matter manager') must provide.
- The other party will receive a notification and can respond to the scope requirements by completing values in the scope form.
- The originating party reviews the response and either accepts the scope or requests changes.
The scope workflow is a key feature of LawVu that is designed to set expectations, clarify the problem, create a dialogue around the solution and ultimately to protect all parties from miscommunication.
A fluid scope vs a controlled scope
Working on different matters with different parties in different situations means that we have to keep some flexibility to the way that scope works.
Eg. If you are in an in-house legal team and working on a complex matter with an external legal service provider then you are more likely to want to set and agree on various scope fields, maybe a fee estimate or a delivery date or one of your custom fields.
However, if you are working on a matter in-house you may want to use the scope area to record various information as key components of the matter but not have a need to have any 'agreement' with another party.
We've wrapped this concept into something we call 'Scope control'
Scope control off
This is the default setting if both the matter owner and matter manager are in the same organisation.
When Scope control is off, the matter owner or matter manager can update the scope of work at anytime. The other party will receive a notification of the update and work on the matter continues as normal.
All updates are recorded in the activity log.
Scope control on
This is the default setting if the matter manager is a member of a legal service provider / law firm - (and not the same organisation as the matter owner).
The main difference here is that both parties can accept each other's changes.
Work on the matter can continue normally during scoping and all updates are recorded in the activity log.
How do I turn scope control on or off?
At the moment there isn't any way to do that through the LawVu application but we're working on this and are building out an interface where you'll be able to set defaults for the various firms that you work with and the various matter types you use.