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

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Written by Chinmayee
Updated over a week ago

The Matter Owner

LawVu works on the concept that all matters belong to organizations and their in-house legal team. As such, whenever matters are created, they will have a default matter owner who is a member of that organization - this will usually be the person who created the matter.

The matter owner (or their delegates) has full control over every aspect of a matter. They can add files, create tasks, send messages, invite other people, set people's permissions within the matter, and much more.

When the matter has been completed, they can change its state, and if the matter was created in error, they can delete it.

The matter owner is deemed to be responsible for the matter.

Note - Standard users only get a preview of the matter. For matters, where they are Matter Owners, the matter Managers are responsible for the matters. Click here to learn more about the LawVu Business Portal for standard users.

The Matter Manager

The concept of the matter manager is that they work collaboratively with the matter owner to the conclusion of the matter. If the matter owner is the left hand,  the matter manager is the right hand.

The matter manager is usually assigned by the matter owner - and can be someone inside the same organization as the matter owner ('internal' matter manager) or someone from a legal service provider/law firm ('external' matter manager). If you're using intake, then the Matter Manager may be set by an Intake Manager. To learn more about how the intake queue works for an In-house legal team, click here.

Matter managers have largely the same permissions as matter owners, and the role is designed to work collaboratively with the matter owner.

Note: Work can continue on a matter without having either a matter owner or a matter manager - but we recommend always having at least a matter owner assigned, as this makes it easier to keep track of matters.

LSPs always need to select a matter owner when creating a matter

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