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Edit the matter name by clicking on it and typing a new one. LawVu generates the LawVu ID, and it cannot be changed.

These let matter members send quick messages to each other regarding the 'status' of the matter. From this interface, you can see any current update as well as post a new update by clicking the 'plus' icon or request an update from the other party by clicking the 'request update' icon. To learn more about matter status updates, click here.

When there is a task that requires someone to take action to progress the matter, you can create an action. To learn more about the 'Actions' concept - click through to this article.

By clicking the star icon, you can designate a matter as a favorite. This pins the matter to the "Favorites" tab, providing quick access from your main Hub dashboard. Click here to learn more.

This panel allows you to view and set the relevant matter owner or manager. These two roles are key concepts inside LawVu - to learn more about them, click through this article.

Matter state - A matter can go through various states in its lifecycle. Typically, matters start in an 'Active' state and can move into 'Scoping / Review' states if a scope is applied. When a matter is complete, it will be in a 'Complete' state. Learn more about matter states by reading this article.

Matter menu - If you have the necessary access, this menu appears. From here, you can change the state of the matter, duplicate it, view the scope history for the matter (if a scope has been applied), export it (so you can save a local copy to your DMS), or delete it.

The matter's Details page serves as the central source of information for the matter.

This area contains fundamental information about the matter, such as its type, the team it has been assigned to, who created it, the linked matters, etc.

It also contains the matter's email address. The matter members can use this to create a new conversation on a matter. This conversation will allow recipients to reply to an email thread, even if they are not named on the matter.

To learn how to use the matter email address, click here.

This area allows you to capture information that is unique to the matter's type. All data points are custom fields, which your organization can configure to meet its specific requirements.

You can learn more about creating and managing matter types in this article.
Learn more about 'Custom fields' in this article.

Legal notes centralize legal context directly within each matter, enabling your legal team to record and retrieve decisions, reasoning, and updates easily.

You can learn more about matter notes in this article.

Tasks provide the building blocks for project management of your matters within LawVu. You can also reuse them by saving them as 'Task templates'. Learn more about Tasks by clicking here.

Legal matters are often linked to other matters or contracts that extend from them. Linking matters and contracts together in LawVu can clearly identify a matter's connection to other information stored in the platform.

Click here to learn more about linking contracts to matters.

Every matter in LawVu has a dedicated 'Files' tab, which contains the files loaded against the matter.

You can easily drag and drop files within the LawVu files area to organize them into folders. Files can be sent via email, previewed in the browser, signed (via one of our signing integrations), or compared (via Litera Compare).
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Learn more about file management here.

The 'Members' area lists everyone currently working on the matter and shows their relevant role within that matter.
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If you have Full Matter Access, you can access the Members tab and add new members, change people's roles in this matter, or remove people from the matter.

The 'Access' control area allows you to decide who can access this matter if necessary, and also determines if the matter should be 'Restricted'.

'Membership' differs from 'Access' - you can learn about these key concepts here.

By recording your time in LawVu, you can document the duration spent working on specific matters.

To utilize the time entries feature, ensure you have permission to enable "Record time entries" in your profile. If you don't have this permission, please get in touch with one of the LawVu administrators in your organization to have it enabled.

To learn more about how to add time entries to a matter, click here.

As work advances on a matter, this is where you can see any invoices uploaded against it. Your legal service provider normally adds invoices, and you can find instructions for adding invoices here.

Everything that happens on matters is recorded in an activity log, so you can review it if needed. Check out this article for more information: Search your history logs in LawVu

You can export the activity logs into an Excel file if necessary.

LawVu is about collaboration, so we've made it easy to capture all conversations related to matters.

Every matter contains a 'General' conversation, which allows you to capture the discussion of the matter's details and scope.

You can create new conversations at any time.
​Learn more about conversations in this article.