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The LawVu Gmail add-on is designed for people who use Gmail and want to be able to save their email data into LawVu.
With the LawVu Gmail add-on, you can quickly and easily create new matters or contracts from your emails. You can also track email chains by automatically saving them into the Files Tab of your matters or contracts
Create a Matter or Contract starting from one of your emails
You can create matters or contracts directly from the LawVu Gmail add-on.
Select the desired email, open the LawVu add-on from the toolbar on the right and click Add New
To create a new matter, choose the relevant 'Matter Type' then press Next.
Enter a name for the matter (LawVu will use the email subject by default, but you can change this if you wish); Also you can choose whether you want to track the thread or save the email within the Files tab of the matter
To create a contract follow the same process as above starting by going to "New Contract"
Please note that in order to be able to create new contracts your email must have an attachment.
Select the Contract File, fill in the Contract Group & Type, give it a new name (or keep the suggested one), and decide whether you want to track the thread, save the email as a file or the email attachment to Contract files. Click FINISH to complete the contract creation process.
Restrictions on LawVu fields
It is important to note that due to restrictions within Gmail, we cannot include all of the custom fields that you might have associated with those matter types. Gmail maintains very tight parameters regarding the type of fields that can be utilized.
In particular, they do not permit the use of our Lookup, Multi-lookup field, or the Person Selector field.
If you use these fields in your matter or contract create forms, and you wish to enable matter and contract creation via the Gmail add-in, your LawVu Administrator will need to ensure that these field types are not required fields.
If the data contained in these field types is essential, the matter/contract must first be created via the add-in, then those fields will need to be back-filled within LawVu.
Restrictions of LawVu Teams
Currently, the LawVu add-in for Gmail does not support Team assignments. Those matters where manual Team assignment is a requirement upon matter creation are not able to be created from within the Gmail add-in.
Matters and contracts that have been set up to have LawVu teams automatically assigned on creation are compatible with our Gmail add-in. You will be able to create these matter/contract types without issue.
The manual assignment of LawVu Teams via the LawVu add-in for Gmail will be introduced in Jan 2022.
Tracking an Email Thread
The tracking option enables you to save email threads as Files into the Files Tab of existing or new matters.
A tracked email thread can only be saved into the Files Tab of a single matter. Tracking can be turned off and reinstated as required. As the email thread is saved into LawVu, every reply you make is saved as the current version of the file.
To turn thread tracking on, select an email and click Track thread. The first time you do this, you will have to grant permission for the LawVu add-on to read labels and start tracking.
Click on Track Thread again to see a list of your most recent matters. You also have the option to search for matters or create a new matter. Simply select the matter you want to save/track the emails to.
Once a matter is selected, a confirmation message will be displayed at the bottom of the screen.
The email thread will now continue to automatically update with each new entry into the Files Tab of this matter.
If you wish to discontinue tracking, simply click the Stop Tracking option. Once you turn the tracking off, no new replies will be saved in LawVu.
Installation and Authorization Instructions
Check out the Installation guide here
Once the add-on has been installed it will appear in the sidebar of Gmail - just click on it to open it up.