In this article:

External Legal service providers (LSPs) are a vital resource for In-house legal teams.

Maximize ROI and get even more value out of these trusted partners by leveraging the power of LawVu to streamline sending instructions, scoping work, and agreeing on estimates and fees with your law firms. Here you can collaborate in real-time on matters, receive invoices and manage spend all in one connected system.

Simply get in touch with your contact at LawVu. They will assist you in setting up the Engage module so you can invite your preferred LSPs to collaborate with you in LawVu. There is no cost to the LSP for doing so.

Note: You must be a LawVu Administrator to perform these actions

Note that there are two ways to add an LSP in LawVu : through the Legal Service Providers tab or from the Directory, both options being equivalent.

From the LawVu Home page, select 'Legal Service Providers' and then 'Settings'.

If you already have LSPs in the Directory, you will see them listed there with the status of their connection. If you have no LSPs, you will see the screen below and be able to select 'Add a legal service provider'.

In the popup that opens, you can first search for the LSP you need to invite. In this example, I have searched for and found “PUM C”

Click on “Invite” next to the Organization name to send the LSP an invitation. Once they accept it, the law firm is added to your Directory.

If the search reveals no matches, click the 'Add a new legal service provider' button.

You'll be asked how you would like to connect to the LSP :

The LSP will have access to the matters and contracts you share with them, upload invoices and appear in spend reporting. The LSP will receive an email to set up their login to the LawVu portal.

If you select the Collaboration access level with the LSP, you will need to enter the email address of your key contact at the firm to whom the invitation will be sent.

Once the LSP accepts the invitation to collaborate, it will display as Connected. This means the LSP can now be added as a member to matters and contracts. They can also supply invoices for items that you provide them access to.

For more information on how to assign and collaborate with your firm on a particular matter, check this article.

The LSP will have no access to any matters, contracts, or invoices but will appear in the Directory and in spend reporting.

When you choose the No access level with an LSP, they will appear on your Directory, but you won't be visible to them. They won't receive an email invitation, and they won't be able to access files or collaborate in any way. However, you will be able to upload invoices on their behalf and attribute expenses to them.

If your LSP has not yet accepted your invitation to collaborate, they will display as Pending. To resend the invitation, click on the envelope icon:

When you access the Legal service providers tab, your LSPs will display either as Collaboration, Pending, or No access.

You can easily change the access level of a Legal Service Provider from Connected to No access or vice-versa by clicking on the colored icon next to it.

When moving an LSP from Collaboration to No access, they will stop having access to your LawVu, but you will be able to upload invoices on their behalf

When moving an LSP from No Access to Collaboration, the LSP will be sent an invitation to collaborate and set up their LawVu platform.