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The InsideVu
The InsideVu - February 2024
The InsideVu - February 2024
Krystel Perfecta avatar
Written by Krystel Perfecta
Updated over a week ago

Hi there,

🌹 Roses are red, violets are blue…and we’re excited to be sharing the year’s first InsideVu!

Written and designed just for you, it’s full of product updates, helpful tips, and announcements to help you get more value from LawVu. 🌹

In case you missed it, in 2023 we shipped dozens of new features and valuable learning resources. In this video, CEO and Co-Founder, Sam Kidd, shares the highlights, and you can find all the details of new features from 2023 in previous versions of The InsideVu in the Help Center.

Kind regards,
The LawVu Team

Related records: Quicker ways for legal and the business to view, create and navigate to related records

Working with related records is an important action in LawVu when you want to access key information related to any given document - including links to other documents such as amendments, SOWs or matter records for related cases.

What’s new with this update:

  • A new panel in Matters and Contracts previews and details, making it easier for legal users to view and navigate to related records, as well as create new child matters with fewer clicks.

  • Your business users are now able to view and navigate between related records more easily and extract more context from the Business Portal.

This enhancement promotes greater visibility and context, fostering better collaboration between the legal team and the wider business.

Stay tuned for more enhancements to related records

Move contract types between groups: Organize and update your contract types faster

Attention org admins! Now you can move contract types between groups in 3 easy steps:

  1. Click on the Settings icon at the bottom of the main navigation strip

  2. Select Contract management >Contract types

  3. Click on the three-dot ellipsis button on the right-hand side of the contract type, click Move and choose the group you want to move it to.

All new low/no-code workflow automation tool and LawVu Developer Center: Customize your workspace and speed up more processes

Need more than what's out-of-the-box? Leverage the new LawVu connector for Power Platform or the LawVu API to build bespoke workflows and drive greater efficiency.

LawVu’s connector for Power Platform makes it easy for legal teams to create bespoke automation workflows themselves using Power Automate within Microsoft 365. This is a secure, approachable tool which helps you automate low-value steps across repetitive legal workflows and connect to other systems used within your business without advanced technical skills.

To jump-start your automations, we’ve curated a range of starter templates and help guides based on common legal workflows. We’ll also share insights into how legal teams are using our connector to streamline their legal operations over the coming months.

The LawVu Developer Center is a great way to learn about out-of-the-box LawVu integrations or find a developer, and is a one-stop-shop for “makers”. Get everything you need to know about the LawVu connector for Power Platform, or leverage the LawVu API to build advanced custom workflows and add-ons for LawVu users. Whether you’re building for yourself, your company or on behalf of others, you’ll find everything you need to solve unique problems for modern in-house legal teams.

LSP Directory enhancements: Centralize more information for better visibility, quicker workflows, and new insights

Now you can store new information about your legal service providers in your LawVu LSP directory. With an even more robust source of truth, your team will have better visibility into key details about firms and LSPs without leaving LawVu, including location, areas of expertise and files like billing guidelines and letters of engagement.

You’ll also enjoy these additional enhancements to your LSP directory and workflows:

*This feature is available to customers with LawVu spend management capabilities. If you’re not using spend management yet and want to learn more, ask your customer success manager for a demo or check out this quick video.

LawVu Academy

The LawVu Academy is your newest online resource - designed to help in-house legal teams (and the wider business) learn about LawVu and upskill through comprehensive and role-specific courses. And now it’s easier to access than ever; simply use the same login information you use for LawVu.

What could you do with the LawVu Academy? 🤔

  • Onboard new users and enable new staff to get familiar with LawVu faster, with less effort and training from your team

  • Access tutorials on specific features that you want to start using (or use better!)

  • Access professional development resources like the Connected Legal Function

  • Access the Academy directly from the Help Center or at

InView Connect Conference '24

The InView Connect conference is returning to London on June 11th this year. Save the date and get in quick to take advantage of our early-bird pricing!

A stellar lineup sharing practical advice, perspectives, and actionable steps will help elevate you, your team, and your tech. Keep an eye out as we begin to announce the full agenda along with speakers over the coming weeks.

We look forward to hosting you for another day of learning, sharing, and connecting!

Webinar alert: 2024 In-house Legal Technology Report

Be sure to secure your spot! InView Community Evangelist, Shaun Plant, is hosting a short and punchy webinar with guest speaker, Mark Guthrie, former GC, Commercial at Dentsu. Together they’ll delve into the key takeaways from the 2024 In-house Legal Technology Report and discuss what they mean for legal leaders and teams moving forward.

📥 Receive your free copy of the 2024 In-house Legal Technology Report when you register

📊 Be the first to discover the newest trends impacting in-house legal teams

🔍 See how YOU compare to the latest findings

💬 Hear from industry experts on how the trends relate to those they’re seeing in the market

The new in-app email experience

When you leave your inbox behind and use LawVu as your single source of truth, you’ll be able to find, search, and re-use your most critical information at any time. New improvements to the way you view and work with emails and their attachments make it easier than ever to find and organize information, and provide relevant context and visibility for others in your team.

Handy ways to export data

Our customers export their data to conduct further data analysis, create custom reports, or to share work with those who don’t have full access to LawVu. Here are some examples of how you can make the most out of the export options in LawVu:

Export a matter and all files stored in the Files tab

Simply click the ellipses and click Export Matter to initiate the download of the .zip package containing everything related to the matter. When ready, click Download .zip file to save it to your local computer.

When unzipped, users both inside and outside of legal can enjoy the full HTML experience with links included, just like a real matter in LawVu.

Export grid views to create custom reports on your custom fields.

Simply click the Export icon shown below to download your grid view in .csv format. You can slice and dice the data as you see fit and build custom charts and graphs!

Want to share your love for LawVu?

Do you know another in-house legal team who would also benefit from using LawVu?

Join our brand new LawVu Referral Program and you’ll receive a $5,000 credit to use towards next year’s LawVu subscription for every company you successfully refer. Even better, they’ll also receive $5,000 to use towards their LawVu subscription too.

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