Streamline the drafting process for routine contracts by implementing standardized, configurable templates that align with your business logic. These templates enable rapid generation of contracts that adhere to your organization’s specifications. Contracts are automatically created and stored in LawVu, where they can be easily approved, signed, and executed.
To leverage Contract Wizards, you'll need a Formstack account—either managed by LawVu or your own.
We utilize Formstack to create low-code contract templates (Contract Wizards) that automate the contract creation process directly within LawVu.
We recommend speaking with your CSM/ISM to discuss the options of LawVu managed vs. using your own Formstack account, to determine which will best meet your specific needs.
In this article:
If you are using our LawVu managed Formstack account
With a LawVu managed account, you'll share your template contracts with us. We'll embed the LawVu fields and code and upload these to Formstack on your behalf. One of our team members will collaborate with you and assist in configuring the required placeholder fields for your wizard.
Creating a new wizard
Ask the LawVu team to link your automated template to a particular contract type in LawVu. This will enable the option for documents to be generated via wizard.
When a new wizard is created, normally we will mark that document as being in “Test Mode”. In this mode, any documents you generate will have “SAMPLE” as a watermark across every page. The test mode is useful for more complex documents so that you can check that any logic is operating as expected. Any documents generated in Test Mode do not count towards your monthly automation bundle.
Once you have generated a satisfactory document in test mode, ask the LawVu support team to move your wizard from Test Mode to Active. This will remove the watermark. You can still make changes to your document in Active mode. For simple templates with a low level of logic in the document, we put these directly into Active mode.
Check The LawVu Contract Wizard advanced guide at the bottom of this page for detailed instructions
Uploading a modified version of an existing wizard
At any point you can ask the LawVu support chat team to share the current version of your template with the merge codes in it. You can then make changes to any of the wording or formatting and return it to the Support chat team. If you wish, you can also make changes to the logic or add or remove merge codes referencing LawVu fields.
How to contact Support
Within the LawVu application or on https://lawvu.com, you can reach out to our support team via the live chat icon in the bottom-right corner. Alternatively, you may email support@lawvu.com for support with your contract wizards.
If you are using your own Formstack account
Then you can create and upload the templates to your own Formstack account and link these to contract types in LawVu using the Formstack URL for each template.
To create a new Contract wizard you will need to:
Have your contract template in Word format
Have the LawVu field merge codes available from contract type settings for the contract type you want to automate
Embed the merge codes and any supporting logic in your contract template
For guidance on the above steps check out the guide you'll find at the bottom of this page
Upload the completed template to your Formstack account.
Copy the Formstack URL for the template and add this to the Formstack URL in LawVu. To do this navigate in LawVu to Settings /Contract management /Contract types /[Contract type X] /Settings tab.
Copy the relevant URL from Formstack and paste it into the Formstack URL field for the contract type settings.
You should test the new template by creating a new contract in LawVu from that wizard and reviewing the results for accuracy.
To update a template you will need to update the merge codes and/or logic in the document template, then upload the new template to your Formstack account. If you are not creating a new contract type, then you will not need to update the URL field in LawVu.
The LawVu Contract Wizard advanced guide
This document outlines the basic process for :
inserting merge codes
linking your template to a contract type in LawVu
updating your existing wizards, and some advanced complex tricks.