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Matter Management
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