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LawVu Customers, Article 2: Managing your Legal Service Providers
LawVu Customers, Article 2: Managing your Legal Service Providers

Add your LSPs to LawVu and manage their access level

Alina avatar
Written by Alina
Updated yesterday

In this article:

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

Simply get in touch with your contact at LawVu. They will assist you in setting up the Spend Management capabilities, 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.

In this article, the terms Legal Service Providers (LSPs), Law Firms, and Outside Counsel are used interchangeably.


Connect with a Legal Service Provider

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 legal service providers (LSPs) in the Directory, you will find them listed here, along with their connection status.

If you don't have any LSPs, you will be presented with the below screen and have the option to 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 "Legal Service Provider".

Click on Add next to the name to send the LSP an invitation. Once they accept it, they will be added to the 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 :


Collaboration

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

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 invitation to collaborate has been accepted, the LSP can be added as a member to matters and contracts. They can also supply invoices for items that you provide them access to.

When accessing a matter, the LSP user will have virtually the same view as a user from your own organization.

However:

  • the LSP user can only ever be assigned as Matter Manager or Delegate Matter Manager, never Matter Owner.

  • the LSP user will not be able to restrict/unrestrict matters.

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


Billing only

Billing Only access means that the LSP can upload invoices in LawVu but has no visibility into any matters and contracts.

By choosing this level, the LSP will not have access to other details or participate in any other activities beyond being able to upload invoices.

They will not have access to:

  • Matter details

  • Matter files

  • Tasks

  • Contracts

  • Members

  • Security

  • Time entries

  • Actions

  • Conversations

After you add them as Billing Only, the LSP will receive an invitation to set up their LawVu portal.

To enable them to upload invoices, you will need to include the LSP to the matters as Billing Only member.

From the Members tab of the selected matters, search for the LSP in the dropdown and add them as Billing-only member:

From here on, the LSP will be able to upload invoices against the matters you added them to.


No access

By selecting the 'No access' level for the LSP, they will be listed in your Directory, however, they won't have access to any matters, contracts, or invoices.

They will simply not know you exist. The benefit of this access level is that you can still upload invoices for them and assign expenses to them.

Here's an example of how I upload invoices for my Legal Service Provider - whom I have added as No access:


Pending

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:


Which access level should you choose for your LSP?

Selecting the appropriate collaboration level with your LSP is crucial for effective access, communication, and invoice management while maintaining confidentiality and control. Here are some pointers:

⤑ Choose the Collaboration level if you want the LSP to have full access to matters, contracts you add him to, and the ability to upload invoices. They can actively participate in matter-related activities.

⤑ Choose the Billing Only level If you only need the LSP to upload invoices without them having any visibility over matters and contracts, select this level. They won't have access to other details or participate in other activities.

⤑ Choose the No access level if you don't want the LSP to access matters, contracts, or be able to upload invoices, but you still want to handle invoices on their behalf.

No worries, if you later change your mind, you can modify the access level of your LSP at any time by following the instructions outlined in this article: LawVu Customers, Article 3: Change the access level of your LSPs

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