In this article you will learn how to create contracts in LawVu:
Ensure you have the 'Create contracts' and 'Preview contracts' permissions to add contracts in LawVu. To check your permissions, click on your initials on the top-right of the screen, go to 'My profile' and 'Permissions'.
If your role in LawVu is In-House Legal or Administrator
Once you log in to the application, you can easily and quickly create contracts by clicking the '+Create' icon at the top right of the screen and hovering over Contract.
You have two options to create a contract:
Upload a file: Select a file from your local drive, or drag and drop it directly into the application.
Use the Wizard: If a wizard is implemented, you can complete a guided form that will automatically populate the template fields for you.
Once you upload a file, a dialogue window will open, and you'll be prompted to select a 'Contract type'. Read more about contract types here.
Once you select the contract type, the screen will update and show you all the fields set up for the contract type alongside the contract file in one view.
All fields marked with a red asterisk are required and must be completed before you can move forward and click the Next button. The number of required fields is also stated at the bottom left of the intake form and will reduce every time a required field value is entered.
Click the Attach Files button to upload any files you'd like to include with this contract. These files will be automatically saved under the Files tab of the contract.
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.
Custom fields also provide enormous flexibility for obtaining relevant data that corresponds with your organization's requirements. You can start learning more about them here.
After you've filled in all the required fields and clicked Next, you can assign a team accordingly.
Click 'Create contract record' to save your contract in LawVu.
On the other hand, when you choose to create a contract using a wizard, a modal will appear for you to select the contract type and fill in the necessary fields as usual. Once you’ve completed this, the contract document will be generated based on the information you provided.
If your role in LawVu is Standard User or Contributor
You can create a new contract by accessing the large 'Create a contract' button in the set of 3 buttons from your Business Portal page.
Or use the Article contract buttons (if they were set by your Admin) to enter and complete the creation flow. There may be a decision tree available where you are directed by a few decisions, similar to this one :
From this point, the process follows a similar flow to that outlined in the previous section.
Contributors can also access the option to create a contract from the "Create" menu located on the right side of their page if this feature has been enabled by the Org Admins.
To read more about how you can work with contracts as a business user/contributor, please check this article: Contract Self Service
If you are from an outside counsel
With the right permission, legal service providers also have the ability to create and manage contracts through matters in LawVu.
Learn more about it here.
Other ways to create contracts
Creating contracts via a URL
As an Administrator, you have access to a direct link to open new contracts, that you can share with your users.
Browse to Organization Settings / Contract Management / Contract types and hit the Settings tab of your selected contract type.
Selecting Open in Home opens the create form of that contract type so you can log a new contract immediately or use the Copy Link option to share the link with a user.
Creating contracts from any file in the Files tab
You can easily generate a new contract from any file in the Files tab of a matter by clicking on the ellipses next to the file and selecting "Create contract from file".
If the Statement of Work tab is enabled for the contract, then you will be able to add an amendment or a SOW:
If the SOW tab is not present, then going through the contract creation form will generate a new contract record that will be linked as an amendment to the original contract.
You can also create new contracts: