LawVu

Whether you're a LawVu customer or Law Firm working with a LawVu client, get started with LawVu Engage below.

Getting Started with LawVu Engage

Ben Kidd

Alex Smith

Mark Shingleton

Whether you are a LawVu customer or a Law Firm, learn to use LawVu for matter management, scoping and invoice management

Engage - Working with Law Firms

An Introduction to LawVu and how to Accept an Invitation and add your Colleagues as Users

Law Firms, Article 1: Getting Started with LawVu

After accepting the invitation to work with your client in LawVu, you can engage with them on a legal matter.

Law Firms, Article 2: Engage with Clients on Matters in LawVu

Completing and reporting on matters, for law firms.

Law Firms, Article 4: Completing Matters and Reporting on Completed Matters

Law Firms, Article 3: Submit Invoices in LawVu

How to let new team members work with your clients.

Law Firms, Article 5: Control permissions for your team members

Walkthrough on how to create and manage contracts through matters in LawVu

Law Firms, Article 6: Create contracts

How to triage and manage incoming matters to ensure that nothing slips between the cracks.

Law Firms: Intake queues for legal service providers/law firms.

Alina Coborosanu

LawVu for Law Firms

Configure Matter Scoping Forms for your Outside Counsel

LawVu Customers, Article 1: Configure Matter Scoping Forms for your Outside Counsel

Add your law firms and outside counsel to LawVu to streamline collaboration and matter management

LawVu Customers, Article 2: How to add Outside Counsel to your LawVu platform

Once your preferred firms are linked to your LawVu directory, you can work with them on a matter.

LawVu Customers, Article 3: How to Engage with Outside Counsel on LawVu Matters

LawVu for Customers

Upload invoices directly into a matter using this convenient feature

How to upload invoices within a matter

A guide to creating invoices for those in the Time Entry Administrators security group

Create invoices from time batches

If your law firm isn't in LawVu yet then you can manually upload their invoices to track against your matters.

Uploading invoices from your legal service providers

Use this feature to generate a single invoice for a matter, collating all time batches logged against it.

How to Create a Single Invoice from Multiple Time Batches

Manage invoices by recording when an invoice has been paid.

LawVu Customers: How to mark an invoice as "paid"

How to route invoices to Accounts Payable

Sending invoices to Accounts Payable

A quick guide showing how to remove unwanted invoices.

How to delete and void invoices

Support for Ledes files by version number and type

Supported Ledes Files

How to review invoices if you are the matter owner or delegate

Approving and Declining Invoices

Invoicing for LawVu Customers

How to send and manage your Requests for Proposal in LawVu

The LawVu RFP module

For law firms - a guide to processing Requests for Proposal.

How to process an RFP in LawVu

Requests for Proposal

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