There are three access levels a Legal Service Provider can be engaged with in LawVu: Collaboration, Billing Only and No Access. This article will focus on the Billing Only access level and its implications for both clients and law firms.
In this article, we will cover the following topics:
What is Billing Only access?
Billing Only access means that the LSP is granted the ability to upload invoices in LawVu without providing them with visibility into any matters and contracts.
By choosing this level, the LSP will not have access to other details or participate in any other activities beyond being able to upload invoices.
They will not have access to:
Matter details
Matter files
Tasks
Contracts
Members
Security
Time entries
Actions
Conversations
Steps to enable the LSP to upload invoices
1. Add the law firm you want to work with as Billing Only from LawVu. To find detailed instructions on how to do this, refer to this article
If your LSP is already in LawVu, you can change their access level to Billing only
2. Include the LSP to the matters you want them to be able to upload invoices against.
From the Members tab of the selected matters, search for the LSP and add them as Billing only member:
The LSP will now be able to upload invoices to the matters you added him to.
Change the access level of your existing LSPs
Check this article to learn how to change the access level of your existing LSPs for example from Collaboration to Billing Only or vice-versa.
Understand the LSP view in a Billing Only collaboration
Once you as the client send the email invitation to collaborate, they will receive an email to set up their LawVu portal (if they don't already have one) and accept the in-app post:
Once they log in, they will see their LSP portal and be able to add other users to it:
They will be able to upload invoices against the matters you added him to previous, by going to Your clients icon, selecting you as the client / Invoices / + New batch
Check out this animation that demonstrates the entire process:
