With this feature, you can streamline assigning users to matters and contracts, giving access to multiple members immediately after creation.
In this article:
Matter and contract type setup
To set up an assignment rule for matter and contract types:
Ensure you have Administrator access.
Navigate to Organization Settings > Matter/Contract Management > Matter or Contract Types > Select an individual Matter/Contract type > Settings
At the bottom of the settings tab, the options will be visible:
From here, simply add your teams or members.
Teams:
Click here to learn more about how to build Teams in LawVu.
Individuals:
Additionally, this is where you can select whether or not the matter/contract creator can remove members on creation:
Matter and contract creation with auto assignees
After the member assignment has been set up from the matter/contract type level, the users added will automatically show as members during the matter/contract creation.
Note - the users will be presented with an assignment modal only when you have auto-add teams/members enabled for your organization.
If the removal option is turned on, this is where the creator can also remove those who have been auto-assigned:
Finally, upon the creation of the matter or contract, all of the users and teams will have access to the new matter/contract. Every user included in any team added will be shown individually in the Members tab.
