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 on 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 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, 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, go to the Directory and choose the team member to whom you want to assign clients.
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 for each client listed.
If a client gives your organization permission to create contracts, you'll see the Create contracts permission, bringing the total to six.
Some permissions might be greyed out, or you'll see a prohibited symbol based on the access level the client set for your organization when they invited it to join LawVu.
To understand what each of these permissions controls, simply 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 the user visibility into client matters of which they are a member.
Billing - Gives the user the ability to upload invoices against the client's matters.
Create matters - Allows the user 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 - Gives the user visibility of all the 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 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 the permissions you want your team members to have and the clients they can work with.