The LawVu management system allows you to export any individual matter or contract to your local drive.
Exporting a matter or contract creates a zip folder that bundles together all the important information, which can then be transferred to your own document management system as needed.
You can also bulk export several matters/contracts from the search results. To learn out how, check this article: Bulk Export from Search Results
How the export works
The following workflow is described for matters, but contracts behave similarly.
Simply click the Ellipsis button (the three dots) within Matter Details and select Export Matter:
Depending on the number and size of the files attached to the matter it can take a few minutes to create the download package. When the file is ready to download, you will receive both an email and an in-app notification (Profile > Notifications), which you can access to start the download:
The download package
The download package is a .zip summary of all the information contained in the matter, including Files, Messages, Invoices, Emails, Matter Activity, etc. which you can access from the Downloads folder of your local drive :
To see how to perform a matter export, please watch the animation below:
Bulk export from the matter/contract grid
You also have the ability to bulk export matters and contracts from your saved views by clicking on the Export icon found on the right-hand side of your grid view. To know more about exporting matters/contracts from the grid, click here.