We've made it really easy for you to keep on top of work flowing into your LawVu account from your various clients.
How intake works.
When matters are created, the matter owner (usually someone from one of your clients) will assign a matter manager (someone from your law firm) to that newly created matter.
In most instances, the matter owner will know who they want to assign as the matter manager and that person will receive a notification directly.
However, if the matter owner doesn't know who to assign as the matter manager, then they can simply select your law firm (as an entity) and assign that as the matter manager ... this will make the matter fall into your intake queue for that particular client.
The person in charge of managing that intake queue will receive a notification of the new matter and can then review the matter from the intake queue and assign it to the appropriate person in their team as matter manager.
A matter will fall into the intake queue at anytime if the matter manager is ever 'unassigned'.
Please note: a matter will only hit the intake queue if it has been created by a Standard User (an internal business user). If a matter is created by a LawVu administrator or by a member of the in-house legal team it is assumed the correct person will have been assigned to the matter, and will therefore not require triage.
Where is the intake queue
Firstly, log into LawVu and go to the 'Clients' area. From there you will a red notification indicator against any of your clients that have matters in the intake queue.
Just click on the appropriate client and you'll see a new 'Intake' tab running along the top of the screen. Click into that to see all the matters in the queue.