When you navigate to the Legal Service Providers tab, your LSPs will be listed as Collaboration, Billing Only, Pending, or No Access.
These categories determine the level of interaction you would like to have with your LSPs on matters, contracts, RFPs, and invoice submissions.
You can easily change the access level of a Legal Service Provider at any stage by clicking on the colored icon next to it.
The LSP Org Admin will be notified via email and/or in-app that their access level has changed.
Most of the time, besides changing the access level as shown above, an additional step is required to facilitate collaboration with the LSP.
You'll find below the instructions for the desired access level change you wish to make.
From Collaboration to Billing only
When you change your LSP from Collaboration to Billing Only, the LSP will immediately lose access to any matters and contracts (including status updates, conversations, tasks, and files) they had previously accessed. Even if the action or the task is still outstanding, the LSP user will not be able to see or access this anymore. Now the LSP will only be able to upload invoices to the matters that you add them as a Billing Only member to.
After you change the access level from the Legal Service Providers tab, you'll need to go to the Members tab of the matters you want the LSP to be able to upload invoices, search for the LSP user, and add it as Billing only member.
From now on, the LSP will have no visibility over the matter but will be able to upload invoices against it.
If the LSP was previously a member of certain matters while in the Collaboration access level, they will be automatically downgraded to Billing Only on those matters.
From Billing only to Collaboration
When you change the access level of an LSP from Billing only to Collaboration, the LSP will have the same level of access and visibility as any other member of the matter/contract within your organization. This includes full visibility over the details of the matters and contracts (including the ability to view status updates, conversations, tasks, and files).
After changing the LSP access level from the Legal Service Providers tab from Billing Only to Collaboration, you will also need to change the LSP's access on any matters you want them to collaborate on.
To do this, from the Matter members tab, you need to add the LSP user as a member or assign him as the Matter Manager.
a) add the LSP as a member to a matter:
b) or add the LSP as Matter Manager:
From Collaboration or Billing only to No access
When you change your LSP from Collaboration to No access, the LSP will immediately lose all access to your organization in LawVu.
This includes access to any matters and contracts (including status updates, conversations, tasks, and files) they had previously access to, as well as the ability to upload invoices to any of your matters. Even if actions, tasks are outstanding, or invoices are pending approval, no users for the No Access LSP will have access to this information.
When changing the LSP's access level to No Access from the Legal Service providers tab, no additional actions are needed.
You will still be able to upload invoices on their behalf and select the LSP from the invoices dropdown list to assign spend to them.
From No Access to Billing only
When you change your LSP from No Access to Billing Only, it is necessary to provide key contact information to invite and set up their access to the LawVu platform. Once they accept the invite, the LSP will be able to upload invoices to the matters that you add them as a Billing Only member. They won't be able to see any matters or contracts (or their details).
Remember to also add the LSP user as a Billing only member to the matters you want them to upload invoices.
From No Access to Collaboration
When changing the LSP access from No Access to Collaboration, it is necessary to provide key contact information to invite and set up their access to the LawVu platform. Once they accept the invite, you can add them as a member or Matter Manager to the matters/contracts you want them to have access to, and they will have full visibility over them, and their details.
The LSP needs to be added as a Matter Manager or member on the matters you want the LSP to have access to:
For more information on how to assign and collaborate with your LSP on a particular matter, check this article.