LawVu

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

The Matter Completion Form

Alina

Sarah Webb

Chinmayee

Working on matters

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Track the progress of all tickets related to your company.

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