In this article:
Overview
The Hub is your landing page in LawVu. It is a unified space that provides easy access to tools and information that help you be more productive and successful.
The Hub contains an overview of everything you have on the go and lets you quickly and easily see what you have been working on, the items that are waiting for you and require action, and what you've got coming up.
Customize your Hub
The Hub (previously the Dashboard) is designed to be fit for purpose and tailored to each individual’s needs through its customizable widgets so that it only displays information that users care about the most.
To start, click on the Organise button top right of your screen to select which widgets you want to be displayed in your Hub view choosing from Actions, Matter activity, Planner, Recent work, and To do's :
Select the checkboxes next to each of them to make them visible/hide:
We encourage you to re-arrange this view so that the most important information is displayed at the top. Simply select and drop the widgets to the desired location. If you don't want to see a widget, you can also click on the three vertical dots to remove it.
Widgets: Recent work, Actions, Matter Activity, To do's, Planner and Files
Recent work
Allows you to jump straight into your most recent work, providing instant access to the matters and contracts you are currently working on. Each card will have a brief summary of the matter/contract ID, title type, owner as well as contract stage. The list will constantly update as you work on different matters and contracts.
Actions
A list of items that show you at a glance precisely what is being asked of you, who requested it and how long it has been waiting. It prevents you from being a blocker by ensuring you are aware of your most critical tasks. You can click on these items to see a preview and if needed jump to the relevant matter, contract, or invoice. Read more about actions here
Matter Activity
See at a glance your most active matters for the last 30 days and the number of inactive matters by date range split in two easy-to-access charts. These are a very useful way for you to get a gauge of how busy things are and, if a matter hasn't been worked on for a while, this will help it avoid slipping through the cracks.
To do's
Create your personal 'To Do' list via the 'Plus menu'. Sort them by date or simply drag and drop them in the order you want to see them. As an optional extra, set up alerts on these items if you’d like to receive in-app notifications and emails when they are due.
Planner
Use the planner (calendar) to keep an eye on matters & tasks that are due soon, expiring contracts, and personal reminders.
To read more about the planner, you can go to this article.
You can sync your LawVu planner with your Outlook calendar (or another calendar that supports an iCal feed). See this article on how to sync the calendar
Files
This offers you central visibility of your recently viewed files with the possibility to view them in preview. The 'Open files' button is an entry point to the Hub/Files module.