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How to configure your Slack/LawVu integration
To add LawVu, simply search for LawVu under Apps > Add apps in Slack or click on the "Add to Slack" button below, which corresponds to your LawVu region:
Note: Your Slack Administrator can also pre-approve the LawVu app for use by anyone in your workspace - instructions here.
Before you start, you must sign in LawVu through the Slack app and permit it to access the application.
You will also need to add the Objectives field to the Create form of the matter types you wish to create from Slack. The Objectives field will capture the actual message.
Create new matters from your existing Slack messages
Click on a specific message's ellipsis (three-dot) button to open the options pane and select Create new matter in LawVu.
You will be presented with a matter creation dialog box.
Choose a matter type and fill in the matter creation fields. You can populate all relevant fields for the chosen matter type and remove any attachments if they are not relevant.
Any attachments on the originating message will be saved to the Files tab of the matter.
The content of the originating message will be used to fill in the Objectives field if one is configured for the chosen matter type.
Once you click Create Matter, a message showing details about the new matter is added as a threaded reply against the originating message. You can click View in LawVu to access the newly created Matter in the portal.
Create matters from a newly created message
If you want to create a new matter from a new message you are writing, enter the command
/lawvu create :
This will trigger a matter creation form that, upon completion, will result in a new matter being created in LawVu.
For administrators: required permissions
In order for the LawVu app for Slack to function, we request the following set of permissions from the user upon first use:
Post messages in approved channels & conversations on your behalf
View files shared in channels and conversations that your slack app has been added to
Post messages in approved channels & conversations as @LawVu
Add shortcuts and/or slash commands that people can use
View custom emoji in a workspace
View people in a workspace
Within the LawVu application or on https://lawvu.com, you can reach out to our support team via the live chat icon in the bottom-right corner. Alternatively, you may email email@example.com for support.