When it comes to invoicing in LawVu - the usual workflow is that an In-house legal team will engage outside counsel to work on a matter with them. When it comes time for the outside counsel (Legal Service Provider) to send an invoice for that work - then they can do that through LawVu. Here's an article that shows how legal service providers can manage invoicing via LawVu. http://help.lawvu.com/articles/2956852-adding-invoices-for-your-clients

But what if your LSP is not in LawVu (yet)?

Well, in that case, you can manually upload invoices from your legal service provider so that you can track them against your matters.

How to upload invoices from your legal service providers

NOTE: Because invoice uploading is usually managed by legal service providers, and they are normally uploading many invoices at once, we use the concept of creating a 'batch' of invoices - once all of the invoices are loaded into the batch, the batch can be submitted and the invoices sent out accordingly.

Even if you're only uploading a one or two invoices, they will still need to be uploaded to a batch and then submitted accordingly.

We do have plans to simplify this process further but for now you'll need to create a new batch.

How to upload invoices

The first thing to check is that the person who will be uploading the invoices is in either the 'Organisation admin' role or the 'In-house legal' role.

Click onto the 'Organisation' icon on the left hand menu (1) then choose 'Invoices' from the top menu (2)

Click the 'New batch' button ...

Then, once the screen refreshes, drag and drop the invoices that you want to upload from your computer into the LawVu window. They will start uploading ...

When the upload is finished, a window will pop-up which gives you a preview of the invoice. Here you need to associate that invoice with a matter in LawVu as well as enter the invoice amount and the issue and due dates.

Note: The issue and due dates will automatically be carried across to the other invoices in the batch to speed things up for you but you can override these if you need to.

When all the invoices have been completed you'll be presented with a grid view where you can make any adjustments and a group of graphs that show you how the invoices are distributed.

Click the 'Post batch' button to post the batch of invoices into LawVu.

Did this answer your question?