In this article:
Roles and Permissions
Organization Administrator:
This role manages your firm's entire LawVu account.
They add users, control settings, and decide how LawVu works for your firm.
They have access to all features and can set permissions for all other users.
Matter Manager:
This role has limited access.
An Organization Administrator determines exactly what a Matter Manager can see and do by setting their permissions.
Click here to learn more about roles and permissions for legal service providers.
To set permissions for your internal users regarding accessing and managing both internal and client information:
1 - Click on the Directory tab on the left-hand side of your LawVu page to set the applicable permissions for each user and access additional permissions and features.
2 - Click on the person’s name whose permissions you need to edit. In the profile card that opens, click Edit.
3 - In the screen that opens, set the permissions this user should have related to matters and contracts. The right-hand menu displays additional permissions and features, along with an explanation of each.
Please note that when collaborating with multiple LawVu customers, permissions may vary depending on the access granted by each organization. To control what your users can do with respect to your client’s information, see below for Client 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, navigate to the Directory and select the team member you want to assign to the client.
When their profile card appears, click the Edit button in the top right corner to open the user's profile.
Then, click on Client access to open a list of all the clients you work with that are linked to your LawVu account. You'll typically see five access permissions listed for each client.
If a client grants your organization permission to create contracts, you'll see the Create contracts permission, bringing the total to six.
When a client invites your firm to LawVu, they'll choose from among 3 access levels.
If they've set your firm's access level to No Access, you won't see checkboxes that indicate whether a specific permission is activated/deactivated for your firm. This typically means that the client will upload invoices on behalf of your firm.
If you should be able to upload invoices for your client, then you'll need to contact them and ask them to change your access level.
When your access level is set to Billing Only, the 'Access Client' permission and the 'Billing' permission should be activated, with the 'Billing' permission appearing greyed out. A prohibited symbol appears when you hover over this permission and the others, to let you know you can't activate/deactivate them.
If the client sets your firm's access level to Collaboration, then all the permissions except the 'Billing' permission can be activated/deactivated.
To understand what each of these permissions controls, hover your mouse over the "i" icon next to its name.
Next, you'll set the desired level of access for the person at your firm for each client.
Access Client - Provides users with visibility into client matters of which they are a member.
Billing - Gives users the ability to upload invoices against the client's matters.
Create matters - Allows users permission to create a matter on behalf of the client.
Create contracts - Allows users to create client contracts within a matter if the contracts feature is enabled for your organization. Contact your Client Org Admin to request enablement.
Client Manager - Provides users with visibility into all client matters assigned to their organization. This function is only active if the client has set your organization's access level to Collaboration.
Intake manager - Allows users 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 the permissions you want your team members to have and the clients they can work with.
FAQs
Q. I've added a user to my firm's account, and they are now ready to invoice. Why can't they see the 'Your Clients' icon?
A. Follow the steps described above to access the user's profile and make sure the box for the 'access client' permission is ticked.
