In this article:
- Creating matters
- Matter types
- Custom fields
- Assigning key roles
When you're logging into the LawVu application, you can quickly and easily create matters by choosing the 'Plus' icon at the top right edge of the screen.
A dialog window will open up and you'll be able to select a 'Matter type'.
Other ways to matters include:
- Creating matters through the Outlook Add-in - Read more
- Creating matters through the Gmail Add-on
- Creating matters by email into LawVu - Read more
Matter types are the foundations of all matters within LawVu and they can be heavily customised so that you can capture the information relevant to you. Think of them as a template from which to build from.
Matter types can include custom fields, custom scoping fields and predefined tasks.
Read more about matter types here.
Note: If you are logged into LawVu as a legal service provider you will choose the client you want to create the matter for first, and then one of that client's matter types.
After you've selected a matter type and pressed 'Next', the screen will update and show all of the custom fields that you've set up for that specific matter type.
Custom fields provide an enormous amount of flexibility for capturing relevant data and you can learn more about them here.
Assigning key roles
The last step in creating a matter is assigning the two key roles, the Matter owner (usually yourself if you are the one creating the matter) and the Matter manager (another member of your in-house legal team or someone from an external law firm).
Learn more about these key roles here.