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Matter Management
Matter Management

A comprehensive guide to matters in LawVu

Mark Shingleton avatarBen Kidd avatarSarah Webb avatar
By Mark and 3 others4 authors21 articles

Essential concepts


Matters in LawVu
What are 'Matter owners' and 'Matter managers'?

Creating matters


How to create a matter
Preview Mode

Assigning and accepting matters


Assigning matters
Accepting a matter manager assignment
Intake Management Workflow
Intake queues for In-house legal teams

Working on matters


Access Controls
Matter States
Linking matters and contracts
Send or request status updates
How to export any matter or contract to your local drive
Linking matters with parent and child relationships
How to create matters from email
How to use Tags
How to duplicate matters
How do I delete a matter?
Restricted matters
What is a delegate?
The Matter Completion Form
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