Every person who uses LawVu is assigned a role based on the work that they need to do within LawVu. Roles are different depending on whether you belong to an in-house legal team or to a legal service provider/law firm, and are assigned when people join LawVu.
The person with the role of Organization Admin / LawVu Administrator has the ability to change roles for people within their organization.
In this article:
How to change roles and permissions (see this article)
New users added to LawVu or whose roles are updated will inherit a standard set of permissions described in the list below. Keep in mind these vary depending on their enabled licenses.
Choose your user roles
User roles are grouped by key roles that correspond to product functionality within the LawVu workspace. This lets users work efficiently and get the most value from LawVu in a cost-effective way.
Organization Admin - Full access to LawVu features and settings, including the ability to manage system setting and provision user access.
In-House Legal - For your primary users who work regularly in LawVu to manage legal projects and workflows including files, documents, knowledge, and outside counsel engagement.
Contributors - Lets users create, manage and administer matters and contracts with limited access to other areas in LawVu. Perfect for individuals or entire functions like HR and Procurement
Standard Users - Business users can use a dedicated portal and integrations with Slack, Teams, Salesforce, and email to:
Access your legal knowledge base for self service answers to frequently asked questions
Request, upload and create contracts using your templates for self-services
Raise structured legal requests and have visibility into the status of matters and contracts
Roles and Permissions for In-house legal teams
Organization Admin
This person manages the LawVu account and decides how LawVu will be implemented within your organization. This role has access to all LawVu features and settings.
Inherent Permissions and Features (these remain turned on):
Invite new users and organizations
Manage user permissions, settings, and teams
Create matters
Other permissions and features available the Administrator can turn on/off (default for the Administrator role with a contract 'standard user' license)
In-House Legal
Inherent Permissions and Features: Create matters
Other permissions and features available (default for the In-House legal role with a contract 'standard user' license). These can be turned on/off by the Administrator:
Contributor
Inherent Permissions and Features: Create matters
Other permissions and features available (default for the Contributor role with a contract 'standard user' license). These can be turned on/off by the Administrator:
Standard User
Inherent Permissions and Features: Create matters ( cannot be turned off)
Other permissions and features available for Standard users for both matters and contracts (these can be turned on/off by the Administrator):
Roles and Permissions for Legal Service Providers / Law Firms
Organization Admin
Similarly, the legal service provider's assigned organization admin manages and decides how LawVu will be implemented within the organization. This role has access to all LawVu features and settings available for legal service providers.
Inherent Permissions and Features:
Invite new users and invite /accept invitations to collaborate with other organizations
Update user permissions and create, edit and update teams
Create matters
Other permissions and features available:
Matter Manager
Inherent Permissions and Features: Create matters
Other permissions and features available (these can be turned on/off by the Administrator)
For further information on the client access options for legal service providers, please click here.
Roles while working on a Matter or Contract
The global roles (listed above) will grant you access to work on matters - but there are also individual roles that can be applied when you are working on a matter.
To access these roles just click on the 'Members' tab when working on a matter.
Delegate Owner
The person will be able to act for all intents and purposes as the original matter owner. They will be able to make modifications to and agree on the scope of the matter.
Delegate Manager
The person will be able to act for all intents and purposes as the original matter manager. They will be able to make modifications to and agree on the scope of the matter. They can adjust the access level of the members listed in the 'Members' tab. To learn more about delegates, click here.
Member
Any user can be added as a member to a matter, contract, or RFP. A member is able to edit the contents of matters and contracts (with the exception of Standard Users, who can only see the preview). Members can be added to Conversations, Tasks, and be assigned Actions. Members cannot engage in the scoping process unless either the Matter Manager or Matter Owner delegates their authority to that person.
The level of access and contribution of a member depends on the user license and permissions.
Preview Only
For Standard Users, the preview mode defines the extent of their access within LawVu. Standard Users are primarily concerned with checking on the status of the matters and contracts they have raised with their legal team. Preview mode enables them to do this.
Limited
The person will have read-only access to matter details. They can access the Files tab, where they can see files added by other users, as well as upload and delete their own files; Tasks, where they can see tasks assigned to them; and Conversations. You can read more about Limited Member access here.
Billing Only
This person cannot access the matter at all and can only upload invoices for billing.
Administrator Groups
Administrator groups provide access to all non-restricted Matters and Contracts within LawVu for individuals in the following roles:
Organization Administrators
In-House Legal
Note: Standard Users and Contributors cannot be added to Administrator Groups
Matter Administrators
Users listed in the Matter Administrator Administrator Group can see all Matters in LawVu, providing those matters are unrestricted. The Matters will appear in the "All Matters" List. These people can preview a Matter or choose to "Join Matter".
Note: Restricting a matter limits its access to those specifically named as Matter members, regardless of role, permissions, or administrator group.
Contract Administrators
Users listed in the Contract Administrator Administrator Group can see all Contracts in LawVu, providing those contracts are unrestricted. The Contracts will appear in the "All Contracts" List. These people can preview a Contract or choose to "Join Contract".
Note: Restricting a contract limits its access to those specifically named as Contract members, regardless of role, permissions, or administrator group.
Time Administrators
Users listed in the Time Administrator Group can see and amend all Time Entries submitted in LawVu. Click here to know more.
RFP Administrators
Users listed in the Time Administrator Administrator Group can see the complete list of their organization's current RFPs and have the ability to delete them
To read more about Administrator Groups and how to manage them, click here.