Microsoft Teams Integration

In this article:

How to install and authorize the LawVu app for Microsoft Teams

To add LawVu, simply search for and install it from Apps on the left side of Teams:

Note: You will need to install the LawVu for Teams app which corresponds to your LawVu region. If you're unsure which region is correct, please reach out to our support team using the instructions here.

Once LawVu is added, type Sign in and hit Enter to connect to your LawVu account.

You will then need to authorize LawVu to start using it.

Click on the ellipsis (three-dot) button on a specific message to open the context menu and then under "More actions", click on Create matter:

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 of the 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, an automated reply showing details about the new matter will be pre-populated ready for you to simply click the "Send" icon to leave behind an audit trail of the created matter:

If you want to create a new matter from a new message you are writing, use the toolbar icon provided by the LawVu app:

This will trigger a matter creation form that upon completing, will result in a new matter being created in LawVu.

The LawVu app for Microsoft is subject to LawVu's privacy policy, which is available here.

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 of the sreen. Alternatively, you may email support@lawvu.com for support.