LawVu

ClauseBuddy Integration

Dioptra Integration

The LawVu MCP server allows customers to easily and securely connect their Al tool of choice, such as Claude, ChatGPT, Microsoft Copilot, into the LawVu LegalOS

LawVu MCP server

Alina

Brendan Knowles

Ben Kidd

LawVu integrates with numerous systems - learn about those here

Integrations

For Administrators: Configure the LawVu SharePoint Integration

Sync files stored in the Files tab of matters and contracts from and to a SharePoint folder

How to sync files to and from SharePoint

SharePoint

For Administrators: Configure the LawVu Google Drive integration

Ensure continuity across your entire work platform by syncing LawVu with Google Drive.

The Google Drive LawVu Integration

Google Drive

How to install and use the new Microsoft Word Add-in for LawVu

The LawVu Add-in for Microsoft Word

LawVu for Word Add-in - Admin Guide

Chinmayee

Microsoft Word - Desktop & Online

Accelerating contract and invoice approvals right from your mobile.

The LawVu mobile app

Create matters directly from MS Teams messages without having to leave the application

Microsoft Teams Integration

LawVu for Microsoft Teams app - Admin Guide

Bryce

Microsoft Teams

OKTA SCIM (SSO) User Role Provisioning Configuration Guide

OneLogin SCIM & SAML (SSO) Configuration

This article will help to understand SSO better and also provide technical information for IT departments.

SSO (SingleSignOn) Information guide

This guide describes creating custom roles and the attribute mapping required for SCIM provisioning.

AzureAD (Office365) - Mapping Roles to Lawvu Roles via SSO

AzureAD (Office365) SCIM & SAML (SSO) Configuration

This article describes how to configure SAML 2.0 with your Gsuite account to allow Single Sign On with Google.

Configure SAML SSO with Google Gsuite

OKTA JIT & SAML (SSO) Configuration Guide

AzureAD (Office365) SCIM - Change login from "UPN" to "eMail"

This guide describes creating LawVu Teams by utilising your AzureAD Security Groups  through SCIM provisioning.

AzureAD (Office365) - Provisioning AD Groups into LawVu Teams via SSO

This guide will help you to configure LawVu's SSO self service portal

SSO - Self Service Portal

This article will help to troubleshoot the most common SSO issues.

SSO (SingleSignOn) Help Guide

Step­ by ­Step Configuration Instructions for JumpCloud

JumpCloud SCIM & SAML (SSO) Configuration Guide

This article outlines the technical prerequisites and configuration steps for integrating SAML and SCIM with a custom SSO solution.

SSO SAML 2.0 and SCIM 2.0 Generic Guide

OKTA SCIM & SAML (SSO) Configuration Guide

Martin Walzak

Single Sign-on

Create matters directly from Slack messages without having to leave the application

Slack Integration

Slack

An overview of the LawVu Docusign integration and how to enable it

Docusign - Getting Started

This user guide is for those using a LawVu-managed DocuSign account

DocuSign in LawVu

Docusign FAQs

DocuSign

How to use LawVu's Adobe Sign integration

Adobe Sign for LawVu

Adobe Sign

An overview of the Dropbox Sign (formerly HelloSign) integration and how to use it

Dropbox Sign

Track and compare changes in documents or contracts

Track document changes in LawVu using Litera Compare

Litera Compare

Install and configure your LawVu for Salesforce app

Create contracts in LawVu directly from Salesforce

Create new contracts from Salesforce

Create matters in LawVu directly from Salesforce

Create new matters from Salesforce

Salesforce

How to set up and get the most from LawVu's integration with the leading file management platform, Box.

Box Integration

Review third party contracts directly from within LawVu

BlackBoiler Integration

BlackBoiler

Build bespoke automation workflows to streamline legal operations

Overview of the LawVu Connector for Power Platform

Jumpstart your automation journey with customizable template workflows

LawVu connector for Power Platform - templates

Power Automate-enabled contract approval workflows

David Webb

Resources for helping you get up and running with our Microsoft Power Platform connector for automation and more 

Connector for Power Platform

Connect systems, optimize intake and streamline legal workflows with automation

Tonkean Integration

Tonkean

Your gateway to the LawVu API and custom Integrations

The Developer Center

LawVu's platform for integrations with other systems - creating unique solutions which help drive efficiency

The LawVu API

Query and view matter and contracts records with Copilot in Teams and Microsoft 365 apps desktop, web and mobile

Microsoft Copilot Integration

Copilot Integration

Contract automation that seamlessly integrates with LawVu's Intake forms

Formstack Integration

iManage Integration

iManage integration

Home

Academy

InView Community

News and Articles

System Status

Webinars

Trust Center

Support

Resources

Company

LawVu Academy

The Connected Legal Certification

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

English

Español

url(https://downloads.intercomcdn.com/i/o/537576/4aeae2bb178555db2e19fae2/507325cb85b768dd78c967ff88c65186.png)