In this article:

Edit the matter name by clicking on it and typing a new name. The LawVu ID is generated by LawVu and cannot be changed.

These let you send quick messages between the matter owner and matter manager in regard 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. To know more about matter status updates, click here.

When there is a task that requires someone to take an important action, you can set an "Action" for that specific matter.
To learn more about the 'Actions' concept - click through to this article.

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 this article.

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. Learn more about matter states by clicking here.

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.

This area contains 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 members to create a new conversation on a matter. This conversation will allow recipients to reply to an email thread, even if they are not named on the matter.
To know more on how to use the matter email address, click here.

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 organization.
Learn more about 'Matter types' in this article.
Learn more about 'Custom fields' 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'. Learn more about Tasks by clicking here.

Legal matters are often linked to other matters or contracts that extend from it. Linking matters and contracts together in LawVu can be used to clearly identify a matter's connection to other information stored in the platform.

To know more about linking contracts to matters, click 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 one of our signing integrations) or compared (via Workshare).
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Learn more about files here.

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 members' 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.

By recording your time in LawVu, you can document the duration spent working on specific matters.

To utilize the time entries feature, make sure you have the "Record time entries" permission enabled in your profile. If you don't have this permission, please reach out to one of the LawVu administrators in your organization to have it enabled.

To know more on how to add time entries to a matter, click here.

As work progresses on a matter, this is where you can see any invoices that have been uploaded against it.
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If your organization has the 'Invoice approval' workflow enabled, then you can approve invoices from this screen.
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Invoices are normally added by your legal service provider, and you can find instructions for adding invoices here.

Everything that happens on matters is recorded in an activity log so that you can look over this if you ever need to.

If necessary, you can choose to export the activity logs into an Excel file.

LawVu is about collaboration so we've tried to make it easy to capture all the conversations related to matters.

Every matter contains a 'General' conversation which allows you to capture the discussion around the matter details and scope.

You can create new conversations at any time.
​Learn more about conversations in this article.