In this article:
Creating matters
When you log into the LawVu application, you can easily create matters by clicking the +Create button located at the top right corner of the screen. Click on Matter from the available options.
A dialogue box will open up, and you'll be able to scroll through the dropdown list and select a Matter type.
Standard/Business users and Contributors can also create matters through the decision tree set up by their Organization admin using the Business Portal.
Other ways to create matters
Creating matters via a URL
As an Administrator, you have access to a direct link to open new matters that you can share with your users.
Browse to Organization Settings / Matter Management / Matter types and click the Settings tab of the selected matter type.
Selecting Open in Home opens the create form for that matter type, allowing you to log a new matter immediately. Using the Copy Link option to share the link with a user who's able to create matters for your organization.
Via email or add-ins:
Matter types
Matter types are the foundations of all matters within LawVu. They can be heavily customized to capture the information relevant to you. Think of them as a template from which to build.
Matter types can include custom fields, custom scoping fields, and predefined tasks.
Read more about matter types here.
If you are logged into LawVu as a legal service provider/external counsel, you must first select the client for whom you want to create the matter, and then choose one of that client's matter types.
Fields
After you've selected a matter type and clicked Next, the screen will update and show all of the fields that have been set up for that specific matter type.
All fields marked with a red asterisk are required and must be completed before you can move forward, and the next button becomes active.
The total count of required fields appears at the bottom of the intake form and automatically decreases as you enter values. This number includes the Matter Name but does not count fields that were auto-populated.
See the sample clip below:
LawVu contains a rich set of default fields that you can use to customize matter/contracts and ensure you're capturing the right data. Learn about it here.
Custom fields also provide an enormous amount of flexibility for obtaining relevant data that corresponds with your organization's requirements. You can start learning more about them here.
Assigning key roles
The last step in creating a matter is assigning the two key roles, the Matter owner (usually yourself if you are the one creating the matter) and the Matter manager (another member of your in-house legal team or someone from an external law firm).
Learn more about these key roles here.