Law Firms, Article 4: Completing Matters and Reporting on Completed Matters

Once a matter is active, it can be worked on until it is complete. Then, you can mark it as “Completed.”

In this article:

1 - To change the state of a matter, first ensure that you are the “Matter Manager.”

2 - Navigate to the “Matter Details” tab and click on the 3-dot “ellipsis button” on the right-hand side.

3 - Select the first option in the drop-down; “Change State.” You have the option to either put the matter on hold or mark it as “Complete.”

4 - A reminder message will appear asking if all billing has been completed on this matter. Click the box to confirm if this is the case. Your client will receive an automated email informing them that the matter has now been completed.

5 - You can also request feedback from your client. Click the “+Select person” button and choose a name from the list. That person will then receive an email inviting them to provide feedback, and it is these responses that form the basis of your Net Promoter Score (NPS) in Reporting. Remember that NPS is only one of the reporting options.

1 - You can view high-level financial, matter, and performance for your organization by clicking the “Your Clients” tab on the left.

2 - Alternatively, you can drill down for client-specific data by selecting one of your clients from the left-hand menu. The “Dashboard” view displays matter type, fee, and NPS data, and can be filtered to include only a specified date range before being exported to Excel.

3 - You can also pull reports on the “Invoices” view under each Client. Choose the date range and click to download as a PDF or to an Excel file.

You should now be able to connect, accept invitations to work with your clients in LawVu, invite your own team into the platform, assign them to the appropriate matters, send invoices, and close and report on matters.

For any other queries or issues, please use the Support chat icon in the bottom-right corner of your LawVu screen, where LawVu’s helpful support staff are readily available with round-the-clock coverage.