We've made it really easy for you to keep on top of work flowing into your LawVu account from your various clients.
In this article:
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 direct notification.
However, if the matter owner doesn't know who to assign as the matter manager, they can simply select your law firm (as an entity) and assign it 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 (in-app or email, depending on the user's notification settings) 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 the matter manager.
Permissions
You must have the Intake Manager permission enabled to access the Intake queue.
If you're unsure whether it's enabled, click on your profile (at the top right of LawVu) and click Client Access from the menu on the left.
Note: Contact your Org administrator to enable your Intake manager permission for a specific client.
Where is the intake queue
First, log into LawVu and click the Matters (briefcase) icon. From there, you will see a number next to 'Intake', which indicates any of your clients with matters in the intake queue.
Just click on Intake to see all the matters in the queue.
Once there, you can click on the matters, review them, and assign the correct person to be the Matter Manager.
As an intake manager, you can also reassign matters directly from the grid. Simply check the box on the left side of the matter entry and click on the people icon to select the 'Edit matter manager' option.
