In this article:

If you are an Administrator, go to the Settings icon and select Legal Service Providers.

Select Billing.

Under the Settings tab, you can choose to forward all approved invoices to one email address or based on conditions:

If you want to forward invoices to different emails based on certain conditions, you can choose from these three fields:

There is also a catch-all email address for any invoices that do not adhere to a condition.

In the example below, the invoice will be sent to different email addresses based on the value of the department field. If the department is neither Sales nor Executive, it will be sent to the general email address.

Watch this animation to see how I set invoice forwarding based on different regions:

Once the rules are configured and an invoice is approved, it's forwarded to accounts payable. Here's how it appears:

The Department and Region fields are both available in matter details. The Invoice fee field represents the fee on the invoice at the time it is approved.

Further rules can be set for the Invoice fee to trigger forwarding of the invoice when it falls within certain margins:

Yes, all invoices of all types with a status of Approved will be forwarded based on a condition or to the catch-all email address. If a matter is restricted, then the matter name will be redacted.

You can filter the grid to invoices with an Approved status - this will show which invoices have been forwarded.

The activity log will track and record this.

To send an individual invoice to Accounts Payable, simply navigate to the relevant matter and click on the Invoice icon.

Check the box next to the relevant invoice and click Send.

This opens a popup where you can insert the email address and add a note to the recipients.

Currently, this is only available for LEDES files, but we'll add it for PDF invoices in the future.

This summary features a total for the legal service provider rather than a fully itemized invoice containing all the line items.

Under Accounts Payable, switch the toggle on for Send cover page only. Once enabled, only the first page of the LEDES invoice will be sent to the accounts payable contact.

Email notifications generated by the LawVu product are sent using the syntax “id@mail-host”. For example:

The identifier relates to a contract or matter. This email is formed in such a way to mitigate any attempt to manipulate a contract or matter.

The following are the email service hostnames associated for each LawVu geographical stack:

Email Security

LawVu implements the following security and authentication measures to ensure delivery of email is as secure as possible: