In this article:
Overview
With this feature, you can streamline assigning teams to matters and contracts, and enforce this at the point of record creation. As with automatic assignment, this gives team-based LawVu users, access to the matter or contract, immediately after creation.
When this feature is active in your LawVu account, users will see the following Teams option in their matter and contract creation screens:
Matter and Contract Type Setup
When this feature is active in your LawVu account, you can enforce the selection of a Team on the Matter and Contract creation screen.
To set up a rule for matter and contract types:
Ensure you have Administrator access.
Navigate to Settings > Matter/Contract Management > Matter or Contract Types
Select an individual Matter/Contract > Settings
To enforce this, enable "Make team assignment mandatory on matter creation".
Matter and Contract Creation
When "make team assignment mandatory on contract creation" is turned on, your users will then be presented with a red warning and will be forced to select a team before they can create the record.
Note - the users will be presented with the assignment modal only when you have team assignment on matter/contract creation enabled.
Further Notes
This feature can be used in conjunction with the auto team assignment and auto member assignment features, as explained in this help article.
Teams can be set on matter and contract forms where you may have also configured the restricted flag option. Please be advised that after the creation, the restricted rule will strip all matter and contract membership down to members only, and will remove the team visibility for any team assigned. If you would like to set people as members on a restricted matter, please do this using the Member selector, or the auto member assignment feature.
For teams to show up in the team selector, they must be activated for work assignment in LawVu.
To set up a rule for matter and contract types:
Ensure you have Administrator access.
Navigate to Settings > Matter/Contract Management > Matter or Contract Types > Select an individual Matter/Contract > Settings
To enforce this, turn "make team assignment mandatory on matter creation" On
