In this article:
How intake works.
When matters are created, the matter owner will often assign a matter manager 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 notification directly.
However, if the matter owner doesn't know who to assign as the matter manager, (which is likely if the matter was created via email or our End User Portal) then they can simply select your organisation (as an entity) and assign that as the matter manager ... this will make the matter fall into your intake queue.
The person in charge of managing that intake queue will receive a notification 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 matter manager.
A matter will fall into the intake queue at anytime if the matter manager is ever 'unassigned'.
Please note: a matter will only hit the intake queue if it has been created by a Standard User (an internal business user). If a matter is created by a LawVu administrator or by a member of the in-house legal team it is assumed the correct person will have been assigned to the matter, and will therefore not require triage.
Being able to access the intake queue requires you to have the 'Intake Manager' permission.
If you're not sure if you have the 'Intake Manager' permissions just click into your profile (at the top right of LawVu) and click 'Permissions' from the menu on the left.
The 'Intake Manager' permission is only available to people in the 'Organisation Admin' or 'In-house legal' Roles.
Where is the intake queue?
Firstly, log into LawVu and go to the 'Matters' area. You will find 'Intake' queue with a number, indicating any of your clients that have matters in the intake queue.
Once there you can click onto the the matters, review them, and assign them to the correct person to be the Matter Manager.