LawVu

Bulk data export

Configuring matter and contract types:  the new experience

Jamie Gardyne

Alina

Ben Kidd

Everything you need to know to set up LawVu Workspace for your team

LawVu for Administrators

How to invite, remove and manage your users as an Administrator

User management in LawVu

Adding, removing and managing users in LawVu

How an Org Administrator can change permissions for team members.

Managing roles and permissions for your team members

A guide on how to build teams and manage their access to matters and contracts.

LawVu Teams

This article describes how administrator groups work and who can be added to them.

Give legal users access to all matters and contracts in LawVu

How to set up and utilize automatically assigning members and teams to matters and contracts

Auto-assign members and teams

Learn how to automatically assign a team and ensure your users assign a team at the point of creating matters and contracts

Set up automatic team assignments for matters and contracts

This article is for Admins in organizations that have Default Permissions enabled. Learn how to manage default permissions for each role.

Default permissions for roles

Learn how to set up and manage your departments, as well as how to assign them to your matters and contracts.

How to manage your departments in LawVu

Learn how LawVu Administrators can tailor notifications to suit the various roles in your organization.

How to change users' notifications

Chinmayee

Roles, permissions, access

LawVu contains a rich set of fields which you can use to customise matter/contracts and ensure you're capturing the right data.

The default LawVu fields

This article provides the groundwork for understanding how fields work within LawVu.

An overview of custom fields

Custom fields let you capture all the data you need in your matters and contracts. Here's how you can create and manage them.

How to create and manage custom fields

After you have created your custom fields you can start using them by assigning them to various matter and contract types.

How to use custom fields by assigning them to contract/matter types

Impact on existing matters and contracts when modifying fields in matter or contract types

Working with Field API names

Brendan Knowles

Fields

Matter types provide customization and reporting for the various matters you deal with.

Matter types

Contract types provide you with a starting point for building out new contracts and provide reporting and workflow options.

Contract types and groups

This article describes how you can globally replace one person with another in the event of changes to your team.

How to reassign matters when people leave

How to create folder templates and use them in matters and contracts

Folder Templates

Leverage the power of conditional logic to create smarter, more responsive intake forms

Conditional Intake Forms

Matters and Contracts

When matters are created by your business users you can have the appropriate people notified by using 'Teams'

Set up teams to manage intake

Learn how to assign a default Matter Manager to all matters of a certain type

Setting a default Matter Manager/Intake assignment

Allows standard users and contributors to submit a request to legal without naming the matter or assigning a matter manager.

Control the way matters are named with simple ticketing

Intake

Permissions, Settings, and Security Groups for the efficient use of time entries.

Time entries for Administrators

Time Management

This article describes how to connect to your dedicated Azure Blob Storage in the LawVu database.

Connect to LawVu Azure Storage

Martin Walzak

Data Import

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