How to create matters for clients
Step 1 - Just click the ' + ' menu at the top right side of LawVu. A drop down menu will appear, and you'll be able to choose 'New matter'.
A dialog window will open and you'll be able to choose the client that you are creating the matter for as well as specifying the matter type.
Step 2 - The dialog will refresh and you'll be presented with a number of fields to complete. These fields will vary depending on the type of matter you selected in the previous step.
Here is a typical example that uses default fields set up by LawVu.
The main fields to note here are any required fields, shown with a red indicator, and the 'Assign to' fields.
By default, you will be assigned as both the matter owner AND the matter manager, however, you can change those assignments to any other members of your team or members of your client's organisation.
Step 3 - Once you've completed all the relevant information and assigned the appropriate people you can create the matter.
What happens next?
If you've assigned someone else as the matter manager then you will see that the matter is waiting on that person to accept the role of matter manager.