How to create a contract

Walkthrough of the contract creation process in LawVu

Alina avatar
Written by Alina
Updated over a week ago

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 '+Add new' icon on the top-right of the screen and selecting Contract.

If you have implemented a contract wizard, you will be presented with a screen where you can select from two options:

  • Add by Wizard โ€“ complete the contact form wizard, which will auto-populate the field content into the template

  • Add by Upload- upload your contract from your local drive or from LawVu, then complete the contract fields to provide more context

If no wizard is set up, you will be directed to the following screen, where you can upload the contract file from your local drive, or if the file is already available in LawVu, you can locate it by browsing through your Matters, Contracts, or Knowledge resources.

A dialogue window will open where 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 was entered.

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 an enormous amount of 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.

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.

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 an 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:

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