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Overview

The LawVu for Outlook add-in is designed for people who predominately work in Microsoft Outlook and want to be able to send data back and forth to LawVu easily and efficiently.

With the LawVu for Outlook add-in, you can create matters from your emails and, optionally, include any attachments. You can quickly save emails into LawVu with just 2 clicks. You can also track email chains by automatically saving them in the Files Tab of your matters or contracts.


Features for existing emails

A. Quick file to Matter

Start by opening the email that you wish to save and click the 'Quick file to Matter' button. A small window will open to the side with a list of the most recent matters you've been working on. If the matter that you want to file the email against is in that list, you can simply click to select. If the matter you want to file against isn't on the list of matters, you can then use the search bar option. The list will update as you type.

Below is how the email will appear in LawVu once it has been filed.

Any attachments on the email will be saved INSIDE the .eml file. To access these attachments again you will need to click on the red paper clip icon and the files will be displayed in a new window.


B. Add new matter or contract

Often you'll be reading an email and want to quickly create a matter or contract from it. To do this, just click the Add New option.

A side window will open with the various fields required for creating a new matter or contract in LawVu. If you complete these, the matter or contract will be created inside LawVu and you'll be assigned as the Matter/Contract Owner (you can change this later in LawVu if you need to).

The email subject will automatically be used as the Matter/Contract name.

The add-in allows you to decide if you wish to save email as file (any of the attachments will be embedded inside the .eml file) or save email attachments to Matter Files. You can also upload new files to be included.

At this point, you can also decide whether you want to continue to save replies and forwards. Check more in our tracking section down below.

When adding new contracts, the email attachment will become the contract file. (Note that Contracts can only be created for emails with attachments.)

When you've completed all the relevant data, click the 'Finish' button to save the matter/ contract into LawVu.


C. Save an email to LawVu

You can save the currently selected email into LawVu in a few different forms. Start by selecting the matter or contract that you want to save the email against and click on Save in LawVu as.

If you chose to:

  • Continue to save replies and forwards - the email along with any subsequent replies and forwards, will be tracked in LawVu in the respective matter or contract.

  • Save Email as file - The email will be saved as a '.eml' file in the Files section of the selected matter/contract. Any attachments on this email will be embedded in the saved file - not saved separately in the files section of LawVu.

  • Save email attachments to Matter/Contract Files - Any attachments on the selected email will be saved separately into the Files section of the selected matter/contract

  • Upload - you can choose to upload another file from your local drive to the matter/contract

Click 'Finish' to complete the saving process.


D. Continue to save replies and forwards (tracking)

This option enables you to save email threads as files into the Files Tab of existing or new matters or contracts. A tracked email thread can only be saved into the Files Tab of a single matter or contract. Tracking can be turned off and reinstated as required.

As the email thread is saved into LawVu, every reply you (or someone else) makes on that email will be saved as the current version of the file. The thread will continue to automatically update with each new entry.

If you wish to discontinue tracking, simply click the Stop saving to this matter/contract option. Once you turn the tracking off, no new replies will be saved in LawVu.

Please note
When you save an email to a matter or contract and leave the "Continue to save replies and forwards" option selected, our integration will automatically capture future correspondence on that conversation thread in Outlook.

In cases where Outlook itself treats a reply or forward as belonging to a different conversation (such as a substantive change in the subject line), our automated "tracking" will see this as separate from the previously tracked conversation and will not save these to LawVu automatically.

To take a conversation that has carried on under a separate thread, you will need to separately save the separate thread to LawVu. If you leave the "Continue to save replies and forwards" option selected, this allows any ongoing correspondence on *both* threads to be saved.

Email tracking functionality is not available in the following environments:

  • Exchange Server on-premises (Hybrid)

  • Azure/Office for US Government


Features for newly created emails

Save to LawVu

When writing new emails, this option enables you to send the email to your recipient while simultaneously saving it to a specific matter.

Having the email that you just wrote open, go to the Save to LawVu option in the ribbon and select the matter you want this email saved under.

Upon clicking Send, the email will be sent to your recipient and at the same time, it will be saved in LawVu as a .eml file, in the Files tab section of the matter. Any attachments will be embedded in the saved file:


Get files from LawVu

Use this feature to quickly browse through matters or contracts and attach existing files from LawVu to the email that you are writing:


Installation instructions - how to install the LawVu for Outlook add-in

⚠️ Your organization may limit users' ability to install or upgrade Outlook add-ins.

If you cannot install the LawVu Outlook add-in yourself, you may need to speak with your IT department.

Compatibility

The LawVu add-in for Outlook is available for Outlook 2019 or later on Windows and Mac, Outlook on iOS, Outlook on Android, and Outlook on the web in Office 365 and Outlook.com.

Installation options

You should install the Outlook Add-in from the 'Store'. To install the add-in on the desktop version of Outlook, click on 'Get Add-ins' on the ribbon, search for 'LawVu' in the store, select 'LawVu for Outlook' and click on 'Add'.

Once the add-in is installed, we recommend restarting Outlook.

To install the add-in on the web version of Outlook, open one of your emails and click on the ellipsis on the top-right to see more options. Click on 'Get Add-ins' and repeat the same steps as above.

Once the add-in is installed, we recommend refreshing the Outlook web page.

Note - Installing the add-in on the desktop version automatically adds it to the web version of Outlook and vice versa.


Troubleshooting

Outlook can be configured in numerous ways and corporate IT teams can configure networks in numerous ways - all of these can contribute to issues with Outlook Add-ins. If you are experiencing issues please work through the steps in the following article and then contact LawVu Support. Check our Troubleshooting article to get started.

Additionally, if your organization uses a firewall, the new Outlook add-in will need to be whitelisted.

Drag and Drop

Looking for the ability to Drag and Drop emails from Outlook on your PC or Mac to LawVu? Please read this article.

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