In this article:
Roles and permissions
The assigned LSP Organization Administrator oversees and determines the implementation of LawVu within the organization. They have access to all available LawVu features and settings for LSPs. On the other hand, a Matter Manager has access to collaborate with clients based on the enabled permissions.
Click here to learn more about roles and permissions for LSPs.
To set permissions for your internal users in regard to accessing and managing both internal and client information:
1 - Click on the Directory tab found on the left-hand side of your LawVu page to set the applicable permissions for each user, along with additional permissions and features.
2 - Click on the person’s name whose permissions you need to edit. In the popup that opens, click on “Edit.”
3 - In the screen that opens, set the permissions this user should have related to matters and contracts. Additional permissions and features, along with an explanation of each, are displayed in the right-hand menu.
Please be aware that when collaborating with multiple LawVu customers, permissions will differ based on the access granted by each organization. To control what your users can do with respect to your client’s information, go to Clients Access.
Client access
When you add a new person to your law firm, you'll need to assign them specifically to the clients that you want them to be able to work with.
To assign a team member to a client, go to your user directory and choose the team member you want to assign clients to.
When you click on the team member's name, a dialogue box appears with an ‘Edit’ option in the top right corner. Click on Edit and it takes you to the user’s profile. Go to ‘Client access’ and it opens a list of all clients you work with.
If your LawVu account is linked to multiple clients, you will see them listed here. Set the desired level of access for each client, hovering over the different popovers for explanations of each.
Here you can also see five options for each client.
Access Client - This gives the user visibility over client matters that he is a member of.
Billing - This gives the user the ability to upload invoices against the client's matters.
Create matter - This gives the user permission to create a matter on behalf of the client.
Create contracts - This gives the user permission to create a contract within a matter on behalf of the client. Note: You will only see this when Contracts capabilities are enabled for the LSP. Reach out to the Client Org Admin so they can submit a request to enable Contract capabilities for your organization.
Client manager - This gives the user visibility to all client matters that are associated with the LSP.
Intake manager - This allows the user to manage the matters in the intake queue. Click here for more information on how to triage incoming matters.
As an organization admin, you can choose what permissions you want your team member to have and the clients you want them to be able to work with.