LawVu

Mark Shingleton

Ben Kidd

Sarah Webb

A comprehensive guide to matters in LawVu

Matter Management

A quick tour around the user interface that makes up the various parts of a matter in LawVu.

Matters in LawVu

The roles of 'matter owner' and the 'matter manager' are two simple concepts that make it very easy to work with matters in LawVu.

What are 'Matter owners' and 'Matter managers'?

Essential concepts

A simple walkthrough of the matter creation process in LawVu

How to create a matter

Quickly glance at your matters and contracts using the Preview mode.

Preview Mode

Creating matters

A simple walkthrough on how to assign a matter manager in LawVu

Assigning matters

What happens when a matter manager is assigned to a matter.

Accepting a matter manager assignment

How to improve the efficiency of your intake system.

Intake Management Workflow

How to triage and manage incoming matters from people in your organisation.

Intake queues for In-house legal teams

Assigning and accepting matters

A quick guide to managing Matter and Contract access in LawVu.

Access Controls

Familiarize yourself with the different states a matter goes through, starting from its creation to its completion.

Matter States

A legal matter will often derive or be directly connected to a contract

Linking matters and contracts

While you are working on matters or contracts you can send or request regular 'status updates' to the relevant stakeholders.

Send or request status updates

Create a local copy of your matters or contracts using our simple Export function

How to export any matter or contract to your local drive

Parent/child connections enable a clear overview of the link between related matters.

Linking matters with parent and child relationships

Send an email into LawVu to open a new matter

How to create matters from email

An overview on how to create and use both matter and file tags.

How to use Tags

Create a copy of an existing matter for an RFP.

How to duplicate matters

Deleting matters requires the right permissions.

How do I delete a matter?

You can make matters private / hidden / restricted in LawVu - here's how it works.

Restricted matters

Delegates let you share your workload with certain team members and allow these team members to perform actions for you.

What is a delegate?

The way to make sure all required actions have been completed before closing a matter

Essential concepts

Creating matters

Assigning and accepting matters

Working on matters