Matter Management

At the heart of LawVu is a comprehensive matter management system.

16 articles in this collection
Written by Mark Shingleton, Ben Kidd, and Chris Hurley

Essential concepts

Matters in LawVu

A quick tour around the user interface that makes up the various parts of a matter in LawVu.

Written by Mark Shingleton
Updated this week

What are 'Matter owners' and 'Matter managers'?

The roles of 'matter owner' and the 'matter manager' are two simple concepts that make it very easy to work with matters in LawVu.

Written by Mark Shingleton
Updated over a week ago

The concept of 'Matter types'

Matter types provide you with customisation and reporting over the various matters you deal with.

Written by Chris Hurley
Updated over a week ago

Creating matters

Creating your first matter

A simple walkthrough of creating your first matter in LawVu

Written by Mark Shingleton
Updated over a week ago

Customising matter types / contract types with custom fields.

LawVu allows granular customisation of matter creation forms, scoping fields & matter details.

Written by Mark Shingleton
Updated over a week ago

Assigning and Accepting Matters

Assigning a matter to a matter manager

Written by Mark Shingleton
Updated over a week ago

Accepting a matter manager assignment

What happens when a matter manager is assigned to a matter

Written by Mark Shingleton
Updated over a week ago

Working on Matters

Matter status updates

While you are working on matters you can send or request regular 'status updates' to the relevant stake holders.

Written by Mark Shingleton
Updated over a week ago

Tasks

Tasks provide the building blocks for project management of your matters within LawVu.

Written by Mark Shingleton
Updated over a week ago

Task templates

How to save and reuse tasks any time you create a new matter.

Written by Mark Shingleton
Updated over a week ago

Conversations in LawVu

Collaborate freely on matters and contracts using LawVu conversations.

Written by Ben Kidd
Updated over a week ago

How to use Tags

An overview on how to create and use both matter and file tags.

Written by Ben Kidd
Updated over a week ago

Matter Intake

Intake queues for In-house legal teams

How to triage and manage incoming matters from people in your organisation.

Written by Mark Shingleton
Updated over a week ago

Matter Access & Permissions

Access Controls

A quick guide to managing Matter and Contract access in LawVu.

Written by Ben Kidd
Updated over a week ago

Private folders

This article describes how you can add people to a folder and make that folder private.

Written by Mark Shingleton
Updated over a week ago

Matter Views and Reports

Saved Views

Set up your filters and create your preferred Saved Views

Written by Ben Kidd
Updated over a week ago