In this article:
Concept of departments
The list of departments is entirely customisable and allows you to replicate your organisation's department structure within the LawVu application. Then, when you create a matter or contract, you can link that with the correct department. This in turn, can provide departmental reporting on workload, budgets, and more.
Setting up and managing departments
Departments are usually set up during onboarding when you first become a LawVu customer. But these can be reconfigured at any time. For more about roles in LawVu read this article.
Note: only Org Administrators have access to the settings icon in LawVu.
Click the settings icon at the bottom left menu. Go to Settings / Departments.
From here, you'll see the list of departments already in LawVu. The list is ordered alphabetically.
Add a new department
Click the Add department button / Give your new department a name / Enter budget information if applicable / press the ENTER key to create your department.
Change department details
Select a department from the list on the left to change its title, yearly budget information, or delete it.
To add a sub-department, hover over the department on the left and click the Add button.
You can drag and drop departments to move them between sub-departments and top-level departments.
Assigning matters to departments
LawVu is very flexible about how you can create matters. We don't enforce the need to tie a matter to a department. However, we recommend doing this as it will enable you to run additional reports.
Depending on how you have configured your matter types with the various fields available, you may or may not see the dropdown list of departments when you create or edit a matter.
If the department list is not visible when you create a matter, check to see if that field has been added to your matter type. Go to Settings / Matter Management / Matter types.
Look for the field on the various forms (Matter details, create, etc.) and then ensure that the checkboxes for every form you want the 'department' field to appear on are ticked.
If it does not appear on any of the forms, it may not have been added to your form. You can add it from the LawVu fields in the Field Library on the right-hand side.
How to filter your matter list by department
If you have assigned matters to various departments, you can filter your matter grid by those departments and save the filtered view for easy reference later. See how to filter your matter grid here.