Intake queues for In-house legal teams

How to triage and manage incoming matters from people in your organisation.

Mark Shingleton avatar
Written by Mark Shingleton
Updated over a week ago

In this article:


How Intake works

When matters are created, the matter owner will often assign a matter manager to that newly created matter.

In most instances, the matter owner will know who they want to assign as the matter manager, and that person will receive a notification directly.

However, if the creator of the matter is unsure who to assign specifically as the matter manager, then they can select your organization and send it to the Intake queue. Additionally, a matter will fall into the Intake queue if the matter manager is 'unassigned', which often happens when the matter is created using an email plugin (Outlook or Gmail) or the Business Portal.

Note: A matter will only hit the Intake queue if it has been created by a Standard User or a Contributor. If a LawVu administrator or a member of the In-house legal team creates the matter, it is assumed the correct person will have been assigned to the matter and will, therefore, not require triage.

The person in charge of managing the Intake queue will receive a notification of the new matter (depending on the notification preference set). They can then review the matter from the Intake queue and assign it to the appropriate person in their team as a matter manager.

To learn more about the process of assigning a matter manager to a matter, click here.


Permissions

You must have the 'Manage Intake' permission to access the Intake queue.

To check if you have this permission, click on your profile (at the top right of LawVu) and click 'Permissions' from the menu on the left.

The 'Intake Manager' permission is only available to people in the 'Organization Admin' and 'In-house legal' Roles.


Where is the Intake queue?

Firstly, log into LawVu and hover over the 'Matters' tab. You will find the Intake queue with a number indicating the number of matters in your queue.

Once there, you can click on the matters, review them, and assign the correct person to be the Matter Manager.

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