In this article:
- Matter header
- Matter details
1 - The Matter name and LawVu ID
You can edit the Matter name at any time simply by clicking into it and typing a new name. The LawVu ID is generated by LawVu and cannot be changed.
2 - Status Updates
Status updates - these let you send quick messages between the matter owner and matter manager in regards to the 'status' of the matter. From this interface, you can see any current update as well as post a new update by clicking the 'plus' icon or request an update from the other party by clicking the 'request update' icon.
3 - Actions
Actions - When a matter is needing someone to do something important then you can set an 'Action' for that.
To learn more about the 'Actions' concept - click through to this article.
4- Matter owner and Matter manager
This panel lets you see and set the relevant matter owner/manager. These two roles are key concepts inside LawVu - to learn more about them click through to this article.
5 - Current state and the matter menu.
Matter state - A matter can go through various states in its lifecycle. Typically matters start out in an 'Active' state and can move into 'Scoping / Review' states if a scope is applied. When a matter is complete it will be in a 'Complete' state.
Matter menu - if you have the appropriate access then this menu will appear for you. From here you can change the state of the matter, duplicate the matter, view the scope history for the matter (if there is a scope applied) as well as export the matter (so you can save a local copy to your DMS) or delete the matter.
The matter details area forms the base of the information around the matter.
1 - Matter info
This area contains the fundamental information regarding the matter, such as the matter type; the team it has been assigned to; who created the matter; the linked matters; etc.
It also contains the matter email address. This can be used by the Matter Owner, Matter Manager or Delegate Owner to create a new conversation on a matter. This conversation will allow recipients to reply into an email thread, even if they are not named on the matter.
2 - The Matter Details area
This area lets you record information specific to the 'type' of this matter. All of the data in this area are what we call 'custom-fields' (or custom attributes). These fields will be specific to the type of matter and any custom requirements set up by your organisation.
Learn more about 'Matter types' in this article.
Learn more about 'Custom fields' in this article.
3 - Conversations
Every matter contains a 'General' conversation which allows you to capture the discussion around the matter details and scoping.
You can create new conversations at any time.
Learn more about conversations in this article.
Tasks provide the building blocks for project management of your matters within LawVu. These can also be reused by saving them into 'Task templates'. Tasks are very powerful and you can learn more about tasks here.
As work progresses on a matter this is where you can see any invoices that have been uploaded against it.
If your organisation has the 'Invoice approval' workflow enabled then you can approve invoices from this screen.
You can't upload invoices directly to a matter at present as these are driven by 'batches'. Invoices are normally added by your legal service provider and you can find instructions for adding invoices here.
LawVu is about collaboration so we've tried to make it easy to capture all the conversations related to matters.
In the 'Conversations' area, you can create individual conversations between as many 'followers' as you like.
Learn more about conversations here.
Every matter in LawVu has a dedicated 'Files' tab which contains the files loaded against the matter.
You can easily drag and drop files within the LawVu files area in order to organize your files into folders. Files can be sent via email, as well as previewed in the browser, signed (via our one of our signing integrations) or compared (via workshare).
Membership and access
The 'Members' area lists everyone currently working on the matter and shows their relevant role within that matter.
In this area, you can change people's roles in this matter or remove people from the matter. You can also add new people to the matter by clicking the 'Add people' button.
The 'Access' control area lets you decide who can access this matter if they need to - it also lets you determine if the matter should be 'Restricted'
'Membership' is different from 'Access' - you can learn about these key concepts here.
Everything that happens on matters is recorded to an activity log so that you can look over this if you ever need to.