In this article:


The LawVu default fields are available to all matters and contracts by default.

These fields are contained in the Field library and are hooked to core functionality within the LawVu platform - so you'll get the most out of LawVu if you use these fields rather than create your custom fields.


Where do I manage fields?

To manage the fields for your organization, you will need to be an Administrator.

The fields are all listed in a 'Field library', which you can manage from the Settings/Field Management area of LawVu.


Can I customize the LawVu default fields?

Yes - you can change the label of any LawVu default fields to align more with your organization's terminology - but you can only do this when editing Matter Types or Contract Types in the 'Create form' tab of the Matter / Contract Type editor. You cannot change the label of a LawVu field at the 'global' level.

You can override the hints, & descriptions and placeholders for fields (at a Matter type/Contract type level) by unlinking them from their master field properties (set in the global field library).

NOTE: You can never change the field name; however - you can specify a different label for the field, but ONLY in the Create Form tab of the Matter Type /Contract Tab - see below.


When to create your own custom fields

You should only create a new custom field if you can't add a LawVu default field that matches your needs.


Please review the list below before you start creating your fields - and then check out this article about creating custom fields.


List of default LawVu fields

Below is a list of the fields contained in the field library. These fields can then be dragged from the field library and applied to your Matter Types. These fields are not mandatory; however, if selected, the field names and types are fixed and non-editable. Some LawVu fields have special powers or contribute to the Standard reporting.

Other

Field type

Standard Reporting

Special Powers

3rd party contract

Single Checkbox

No

No

Background

Paragraph Text

No

No

Billing method

Billing intention

Yes

Used in Fee arrangement reporting fee reporting.

Complexity

Slider

Yes

No

Conflict check

Conflict check

No

Used when engaging LSPs

Contract Owner

Contract Owner

No

Adds a user as a member to the contract

Contract value

Currency

Yes

LawVu engineers can set up approval workflow templates

Cost Center Code

Single line text

No

Code is added to the approved PDF email summary sent to Account Payables

Department

Department

Yes

Only two-tier field type

Due Date

Datepicker

Yes

It appears on the dashboard calendar

Due date is critical

Single checkbox

No

No

Duration (weeks)

Number

No

No

Effective date

Datepicker

No

No

Email

Single line text

No

No

End date

Datepicker

No

No

Expiry date

Datepicker

Yes

Notifies 30 days before expiry, visible in the calendar in the contract grid, changes the contract stage to expired.

Fee arrangement

Billing method

Yes

Used when engaging LSPs

Fee value

Currency

No

No

Hours per week

Number

No

No

Invoice recipient

Dropdown

No

No

Is the contract already signed?

Single checkbox

No

If used in create form of contract types, it moves the contract to the executed stage on creation.

Key contact

Single text line

No

No

Litigious

Single checkbox

No

No

Litigious Outcome

Dropdown

No

No

Matter Manager Reference

Single line text

No

No

Matter Owner Reference

Single line text

No

No

Objectives

Paragraph text

No

For matters created via Add-in for Outlook, Gmail, Teams or Slack (if added to matter type), it will populate with the originating email or message.

Other Party

Contract entity

No

Works the same as a lookup field

Phone

Single line text

No

No

Potential Liability

Currency

No

No

Priority

Priority

No

No

Purchase Order Number

Single line text

No

Added to the approved PDF email summary sent to Account Payables

Purpose

Paragraph text

No

No

Region

Region

Yes

No

Restricted

Single checkbox

No

Hides from users that are not named members of the contract or matter

Risk

Slider

No

No

Scope of work description

Paragraph text

No

No

Section Header

Field group

No

Added to a form or template to create field groups

Significance

Slider

No

No

Start date

Datepicker

Yes

Overrides creation date for matters in standard reporting

Urgent

Single checkbox

No

No

Did this answer your question?