When it comes to invoicing in LawVu - the usual workflow is that an In-house legal team will engage outside counsel to work on a matter with them. When the time comes for the outside counsel (Legal Service Provider) to send an invoice for that work - then they can do that through LawVu.
Here's an article that shows how legal service providers can manage invoicing via LawVu.
But what if your LSP is not in LawVu (yet)?
Well, in that case, you can manually upload invoices from your legal service provider so that you can track them against your matters.
How to upload invoices from your legal service providers
NOTE: Because invoice uploading is usually managed by legal service providers, and they are normally uploading many invoices at once, we use the concept of creating a 'batch' of invoices - once all of the invoices are loaded into the batch, the batch can be submitted and the invoices sent out accordingly.
Even if you're only uploading one or two invoices, they will still need to be uploaded to a batch and then submitted accordingly.
We do have plans to simplify this process further but for now, you'll need to create a new batch.
How to upload invoices
The first thing to check is that the person who will be uploading the invoices is in either the 'Organisation admin' role or the 'In-house legal' role with 'Manage invoices' permission enabled.
Hover your mouse over the 'Engage' icon on the left-hand menu, click on Legal service providers then choose 'Invoices' from the top menu.
Click the 'New batch' button.
Then once the screen refreshes, drag and drop the invoices that you want to upload from your computer into the LawVu window, and they will start uploading. Note: LawVu supports invoices as PDF or Word document files.
When the upload is finished, a window will pop up that gives you a preview of the first invoice. Here you need to associate each invoice with a matter in LawVu as well as enter the invoice amount, invoice date, and due date. Once done, click Next to move to the next invoices and key in the same required details.
Note: the invoice and due dates will automatically be carried over to the remaining invoices in the same upload but you can override these if you need to.
When all the invoices have been completed, you'll be presented with a grid view where you can make any adjustments and a group of graphs that show you how the invoices are distributed.
Click the 'Post batch' button to post the batch of invoices into LawVu.
Please note that once the batch is posted, no further changes can be made to the invoices.
To know how to delete or void invoices, click here.