Hi there 👋,

Halloween is over but the treats keep on coming.. so are the tricks (and tips!). In this edition of The InsideVu, you'll find great new features to help you be more efficient than ever with LawVu.

Highlights

Important changes to Outlook add-in

What's new in LawVu legal workspace

Learn and get certified

PS: If you want a digest of previous versions of The InsideVu, they are available here in the Help Center. If you have any questions, we’re always available in the chat 24/7.

Kind regards,

The LawVu Team

It’s time to upgrade your Outlook add-in

The newest version of the Outlook add-in is packed with awesome features and the old one is going away. If you or anyone on your team has not already upgraded to the latest version of the LawVu add-in for Outlook, now is the time. Here's what you need to know:

  • After November 30th, 2022, the old Outlook add-in will be deprecated and will no longer work.

  • The new version of Outlook has improved functionality to further enhance the way legal teams capture work and file emails into LawVu.

Here are some key improvements with the new LawVu add-in for Outlook:

  • Conveniently track email replies automatically to a matter or contract so new emails are automatically updated in LawVu.

  • No longer limited to matters only, you can now create new contracts and save emails to the files tab in a contract. Plus, you can easily save email attachments such as red-lined or fully signed contracts as an updated version of a contract document to simplify document management.

  • When selecting the ‘Save in LawVu as’ option, you have more options in the new add-in. You can continue to save replies and forwards automatically, or save the email as a file, as well as save attachments as files to both LawVu matters and contracts.

To get the upgrade and ensure there’s no loss of functionality, users need to install the latest version of the add-in from the Microsoft Office Store.

A notification appears on the old version so it’s easy to know which version is in use and whether installing the new version is necessary; users will see this when they launch the legacy version (V1):

Users who are already using the latest version will not see the banner above and do not need to take action.

Visit this article for instructions on the steps you need to take to install it.

If you have any questions or concerns, please don’t hesitate to contact support via chat.

Work faster and smarter with LawVu’s enhanced legal workspace

We’re excited to announce that the next generation of LawVu legal workspace is now live.

LawVu’s enhanced legal workspace provides a beautiful new user experience that gives you faster access to your critical information, refined navigation, better search, and feature enhancements to make you more productive and efficient.

Learn what's new in the video below.

We’re keen to hear what you think of the enhanced LawVu legal workspace. Let us know in the chat!

Easier way to assign or reassign matters or contracts

You always have the option to assign or reassign matters to other members of your legal team directly from the grid. Good news—now you can do it in bulk so you can save time.

What’s new:

  • You can assign or reassign matter owners and managers, including removing them as members, in bulk, directly from the grid.

  • If visible to you, you can add members to matters and contracts from the grid.

  • Assignees will only receive a single notification when matters or contracts are assigned to them, reducing noise and distraction from email notifications. When they click on the notification, they will see a temporary grid listing the matters and contracts assigned to them so they have everything in one place.


Automatically join matters and contracts

Until now, to access the details of matters and contracts you had to add yourself as a member manually. That’s so October 2022! Now you have the option to automatically join matters and contracts – a faster way to ensure you can access important details and receive notifications.

It’s easy to enable this functionality: a pop-up window will appear the next time you join a matter or contract; simply check the box and you'll automatically be added as a matter or contract member in the future. You can also enable auto-join from your profile setting.

If at any point, you no longer want to be automatically added as a member, you can undo your preference from your profile settings.

For more detail on this functionality, refer to this Help article.

Our mission at LawVu is to make the lives of our customers better with every feature and every click. We love working with our customers to improve LawVu, and we’ve recently invested in a collection of small updates that will make a big difference, based on your common enhancement requests.

Now you can:

  • Add new columns to your contracts grid such as contract executed date, other party information, and the contract creation method (upload, wizard, or import).

  • Add matter and contract status to your matter or contracts grid so you can manage them more efficiently without having to view them individually.

  • If you are using the Engage module, now you can decline non-LEDES type invoices and provide a decline reason. Read this article to learn how to approve or decline invoices.

And – one more treat: The approval notification banner no longer appears on top of the contracts page once a contract expires.

Better contract management capabilities

We know you have contracts to manage - it's mission-critical for your team and business. If you don't have a CLM solution yet, or if you use LawVu Contracts and need to import legacy contracts, we've got a comprehensive solution that can help.

A robust Contract repository and lifecycle management tool is important to improve the overall contracting process and allow you to manage the lifecycle of your contracts more efficiently.

Contracts contain a wealth of information that can help you make better business decisions, manage risks, and spot opportunities. However, extracting contract data is not always easy, and often involves laborious activity of manually going through pages to find key clauses that are relevant to you, taking away hours of precious time.

LawVu Contracts solves the first problem and our new AI Import and Review solve the second. It’s another perfect pairing!

When you have LawVu Contracts and AI Import and Review in a unified legal workspace, you can:

  • get total visibility, context, and a central repository for all of your work, further optimizing efficiency without having to switch systems.

  • quickly identify, extract, review, and clarify information in your contracts in a uniform manner using AI so you can efficiently manage your contracts, generate reports, spot opportunities and control risks at scale.

Contact us via chat or get in touch with your Customer Success Manager for a demo.

Learn and get certified

Introducing The Connected Legal Certification – the first certification of its kind to provide best practices for all in-house legal professionals.


The Certification provides the insights, tools, and behaviors necessary to become a more Connected Legal Function – a legal team that optimizes productivity, engages meaningfully with the business, acts proactively, and maximizes its impact on the business.

Whether you’re looking to up-level your skillsets, optimize performance across your legal team, setting up a legal function from scratch, or just looking to earn your CPD/CLE points, this certification is for you!

It covers everything from soft skills like change management to more practical ones like how to design your intake system, in an interactive platform where you can watch videos, take quizzes, and download templates to take action right away. And did we mention it’s completely free?

Thank you for reading and we hope you enjoyed this edition of The InsideVu.

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