How to create a matter

In this article:

When you're logging into the LawVu application, you can quickly and easily create matters by choosing the '+New' icon at the top right edge of the screen right beside your profile.

A dialogue window will open up and you'll be able to select a Matter type.

Other ways to create matters include:

As an Administrator, you have access to a direct link to open new matters, that you can share with your users.

Browse to Settings / Matter Management / Matter types and hit the Settings tab of your selected matter type.

Selecting Open in Home opens the create form of that matter type so you can log a new matter immediately or use the Copy Link option to share the link with a user.

You can also create matters :

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.

Note: If you are logged into LawVu as a legal service provider you must choose the client you want to create the matter for first, and then one of that client's matter types.

After you've selected a matter type and pressed 'Next', the screen will update and show all of the fields that you've set up for that specific matter type.

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.

Note that any fields marked with red are mandatory and need to be filled in before the Next button livens.

Custom fields also provide an enormous amount of flexibility for obtaining relevant data that corresponds with your organization's requirements. You can learn more about them here.

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.