# LawVu Help Center

> Hi {{first\_name}}, how can we help?

## English

### Getting Started

- [Frequently asked questions about LawVu](https://help.lawvu.com/en/articles/9008053-frequently-asked-questions-about-lawvu.md)
- [Share your feedback with LawVu](https://help.lawvu.com/en/articles/12380505-share-your-feedback-with-lawvu.md)
- [Environment options in LawVu](https://help.lawvu.com/en/articles/13304593-environment-options-in-lawvu.md)
- [Login to LawVu](https://help.lawvu.com/en/articles/4297107-login-to-lawvu.md): How to login and what to do if you cannot login
- [How do I reset my password?](https://help.lawvu.com/en/articles/3201918-how-do-i-reset-my-password.md): Learn how to reset your LawVu password using these easy steps.
- [Best practices for naming matters, files, and tags](https://help.lawvu.com/en/articles/4770935-best-practices-for-naming-matters-files-and-tags.md): A guide to using naming conventions within your team
- [How to set your default landing page](https://help.lawvu.com/en/articles/3764911-how-to-set-your-default-landing-page.md): Where would you like to land once you log-in to LawVu?
- [The LawVu legal workspace explained](https://help.lawvu.com/en/articles/6636506-the-lawvu-legal-workspace-explained.md): An overview of LawVu's capabilities
- [Check out our LawVu demo videos](https://help.lawvu.com/en/articles/8146066-check-out-our-lawvu-demo-videos.md): Witness how LawVu can revolutionize your work by showcasing its job-specific capabilities
- [Have a question? Contact LawVu Support](https://help.lawvu.com/en/articles/9008093-have-a-question-contact-lawvu-support.md): Learn how to get in touch with our support team
- [The LawVu Glossary](https://help.lawvu.com/en/articles/8159605-the-lawvu-glossary.md)

### The InsideVu

- [The InsideVu - December 2023](https://help.lawvu.com/en/articles/8719231-the-insidevu-december-2023.md)
- [The InsideVu - October 2023](https://help.lawvu.com/en/articles/8539063-the-insidevu-october-2023.md)
- [The InsideVu - September 2023](https://help.lawvu.com/en/articles/8425154-the-insidevu-september-2023.md)
- [The InsideVu - August 2023](https://help.lawvu.com/en/articles/8319129-the-insidevu-august-2023.md)
- [The InsideVu - July 2023](https://help.lawvu.com/en/articles/8196396-the-insidevu-july-2023.md)
- [The InsideVu - June 2023](https://help.lawvu.com/en/articles/8067615-the-insidevu-june-2023.md)
- [The InsideVu - May 2023](https://help.lawvu.com/en/articles/7962851-the-insidevu-may-2023.md)
- [The InsideVu - April 2023](https://help.lawvu.com/en/articles/7869583-the-insidevu-april-2023.md)
- [The InsideVu - March 2023](https://help.lawvu.com/en/articles/7208884-the-insidevu-march-2023.md)
- [The InsideVu - February 2023](https://help.lawvu.com/en/articles/7037048-the-insidevu-february-2023.md)
- [The InsideVu - January 2023](https://help.lawvu.com/en/articles/6932554-the-insidevu-january-2023.md)
- [The InsideVu - December 2022](https://help.lawvu.com/en/articles/6827964-the-insidevu-december-2022.md)
- [The InsideVu - October 2022](https://help.lawvu.com/en/articles/6720410-the-insidevu-october-2022.md)
- [The InsideVu - September 2022](https://help.lawvu.com/en/articles/6614233-the-insidevu-september-2022.md)
- [The InsideVu - August 2022](https://help.lawvu.com/en/articles/6520640-the-insidevu-august-2022.md)
- [The InsideVu - July 2022](https://help.lawvu.com/en/articles/6447891-the-insidevu-july-2022.md)
- [The InsideVu - June 2022](https://help.lawvu.com/en/articles/6361210-the-insidevu-june-2022.md)
- [The InsideVu - May 2022](https://help.lawvu.com/en/articles/6267517-the-insidevu-may-2022.md)
- [The InsideVu - April 2022](https://help.lawvu.com/en/articles/6177210-the-insidevu-april-2022.md)
- [The InsideVu - March 2022](https://help.lawvu.com/en/articles/6094645-the-insidevu-march-2022.md)
- [The InsideVu - February 2022](https://help.lawvu.com/en/articles/5990130-the-insidevu-february-2022.md)

### The Hub

- [The Hub](https://help.lawvu.com/en/articles/6690287-the-hub.md): Boost your productivity with the new and improved Hub — home to information and tools to make you more efficient!
- [Working with files](https://help.lawvu.com/en/articles/6547224-working-with-files.md): Everything you need to know about working with files in LawVu
- [How to copy files or folders between matters or contracts](https://help.lawvu.com/en/articles/7066945-how-to-copy-files-or-folders-between-matters-or-contracts.md): Learn how to easily duplicate and copy files and folders across matters and contracts.
- [Files and folder actions](https://help.lawvu.com/en/articles/6784910-files-and-folder-actions.md): Edit, share and work with your files and folders in LawVu
- [Restricted folders](https://help.lawvu.com/en/articles/3114688-restricted-folders.md): How you can set a folder to be available to only certain people
- [File Previewer](https://help.lawvu.com/en/articles/5013671-file-previewer.md): The power of a sneak peek
- [Why can't I preview some files?](https://help.lawvu.com/en/articles/3988210-why-can-t-i-preview-some-files.md): Not every file type can be previewed in LawVu - here's why
- [File versioning in LawVu](https://help.lawvu.com/en/articles/10429278-file-versioning-in-lawvu.md)
- [Editing Word documents with Word on the web](https://help.lawvu.com/en/articles/3123901-editing-word-documents-with-word-on-the-web.md): Edit your Word documents in LawVu with our Word on the web integration
- [Editing Excel files with Excel on the web](https://help.lawvu.com/en/articles/4246292-editing-excel-files-with-excel-on-the-web.md): Edit your Excel documents in LawVu with our Excel on the web integration.
- [Editing PowerPoint files with PowerPoint on the web](https://help.lawvu.com/en/articles/11068368-editing-powerpoint-files-with-powerpoint-on-the-web.md)
- [How to edit LawVu files in Word Desktop](https://help.lawvu.com/en/articles/10205390-how-to-edit-lawvu-files-in-word-desktop.md)
- [Planner](https://help.lawvu.com/en/articles/6689222-planner.md): A way to visualize all of the things needing attention during a certain period.
- [Syncing your LawVu Planner with another calendar](https://help.lawvu.com/en/articles/2739313-syncing-your-lawvu-planner-with-another-calendar.md): Sync your calendars so that tasks, due dates and reminders show up in the place where you plan your day.
- [Tasks](https://help.lawvu.com/en/articles/2903186-tasks.md): Tasks provide the building blocks for project management of your matters within LawVu.
- [Task templates](https://help.lawvu.com/en/articles/2950770-task-templates.md): How to save and reuse tasks any time you create a new matter.
- [Time entries](https://help.lawvu.com/en/articles/5039279-time-entries.md): Recording time with LawVu helps you make the most of every minute

### Inbox

- [Actions](https://help.lawvu.com/en/articles/6618795-actions.md): See at a glance the items that require your attention
- [Conversations in LawVu](https://help.lawvu.com/en/articles/4450831-conversations-in-lawvu.md): Collaborate freely on matters and contracts using LawVu conversations.
- [Private Conversations](https://help.lawvu.com/en/articles/4450641-private-conversations.md): Communicate securely and discreetly on matters and contracts using private conversations.
- [How to use the matter email address](https://help.lawvu.com/en/articles/7104978-how-to-use-the-matter-email-address.md): Create new conversations from emails

### Matter Management

- [Matters in LawVu](https://help.lawvu.com/en/articles/2938230-matters-in-lawvu.md): A quick tour around the user interface that makes up the various parts of a matter in LawVu.
- [What are Matter Owners and Matter Managers?](https://help.lawvu.com/en/articles/2883448-what-are-matter-owners-and-matter-managers.md): Simplify matter workflows by clearly defining the roles of 'matter owner' and 'matter manager'
- [How to create a matter](https://help.lawvu.com/en/articles/2921763-how-to-create-a-matter.md): A simple walkthrough of the matter creation process in LawVu
- [Preview Mode](https://help.lawvu.com/en/articles/4454635-preview-mode.md): Quickly glance at your matters and contracts using the Preview mode.
- [Assigning matters](https://help.lawvu.com/en/articles/2938475-assigning-matters.md): A simple walkthrough on how to assign a matter manager in LawVu
- [Intake Management Workflow](https://help.lawvu.com/en/articles/5340739-intake-management-workflow.md): How to improve the efficiency of your intake system.
- [Intake queues for In-house legal teams](https://help.lawvu.com/en/articles/3105719-intake-queues-for-in-house-legal-teams.md): How to triage and manage incoming matters from people in your organisation.
- [Access Controls](https://help.lawvu.com/en/articles/4541574-access-controls.md): A quick guide to managing Matter and Contract access in LawVu.
- [Matter States](https://help.lawvu.com/en/articles/6810863-matter-states.md): Familiarize yourself with the different states a matter goes through, starting from its creation to its completion.
- [Linking matters and contracts](https://help.lawvu.com/en/articles/7021325-linking-matters-and-contracts.md): A legal matter will often derive or be directly connected to a contract
- [Send or request status updates](https://help.lawvu.com/en/articles/3380952-send-or-request-status-updates.md): While you are working on matters or contracts you can send or request regular 'status updates' to the relevant stakeholders.
- [How to export any matter or contract to your local drive](https://help.lawvu.com/en/articles/5587825-how-to-export-any-matter-or-contract-to-your-local-drive.md): Create a local copy of your matters or contracts using our simple Export function
- [Linking matters with parent and child relationships](https://help.lawvu.com/en/articles/3134529-linking-matters-with-parent-and-child-relationships.md): Parent/child connections enable a clear overview of the link between related matters.
- [How to create matters from email](https://help.lawvu.com/en/articles/2001025-how-to-create-matters-from-email.md): Send an email into LawVu to open a new matter
- [How to use Tags](https://help.lawvu.com/en/articles/3882539-how-to-use-tags.md): An overview on how to create and use tags.
- [How to duplicate matters](https://help.lawvu.com/en/articles/2000993-how-to-duplicate-matters.md): Create a copy of an existing matter for an RFP.
- [How do I delete a matter?](https://help.lawvu.com/en/articles/2846397-how-do-i-delete-a-matter.md): Deleting matters requires the right permissions.
- [Restricted matters](https://help.lawvu.com/en/articles/3134868-restricted-matters.md): You can make matters private / hidden / restricted in LawVu - here's how it works.
- [What is a delegate?](https://help.lawvu.com/en/articles/3044847-what-is-a-delegate.md): Delegates let you share your workload with certain team members and allow these team members to perform actions for you.
- [The Matter Completion Form](https://help.lawvu.com/en/articles/5459561-the-matter-completion-form.md): The way to make sure all required actions have been completed before closing a matter
- [Legal notes](https://help.lawvu.com/en/articles/11659606-legal-notes.md)

### Contract Management

- [Run AI Extraction During Contract Upload](https://help.lawvu.com/en/articles/12306155-run-ai-extraction-during-contract-upload.md): Less manual work, more legal work: Let AI handle the data entry so you can focus on what matters.
- [Contracts in LawVu](https://help.lawvu.com/en/articles/5529161-contracts-in-lawvu.md): A quick tab-by-tab tour around the user interface that makes up a contract in LawVu.
- [How to create a contract](https://help.lawvu.com/en/articles/2989888-how-to-create-a-contract.md): Walkthrough of the contract creation process in LawVu
- [Creating a new contract from a contract wizard](https://help.lawvu.com/en/articles/3378475-creating-a-new-contract-from-a-contract-wizard.md): Speed up and simplify the contract creation process.
- [Uploading signed contracts to LawVu](https://help.lawvu.com/en/articles/10501764-uploading-signed-contracts-to-lawvu.md)
- [Making changes to a contract wizard](https://help.lawvu.com/en/articles/11794112-making-changes-to-a-contract-wizard.md)
- [The Contract Overview](https://help.lawvu.com/en/articles/6899459-the-contract-overview.md): Contract file and important data fields in one view
- [LawVu's Contract Lifecycle](https://help.lawvu.com/en/articles/5529218-lawvu-s-contract-lifecycle.md): How to adjust the stages of the contract lifecycle to track a contract's progress.
- [How to duplicate contracts](https://help.lawvu.com/en/articles/7990385-how-to-duplicate-contracts.md): Create a copy of an existing contract
- [How to void, unvoid, or delete a contract](https://help.lawvu.com/en/articles/5529151-how-to-void-unvoid-or-delete-a-contract.md): Voiding or deleting contracts requires the right permissions.
- [Approval workflows and approval phases](https://help.lawvu.com/en/articles/6591541-approval-workflows-and-approval-phases.md): This article describes how to manage approvers and the approval process on contracts.
- [Automated contract approval workflows](https://help.lawvu.com/en/articles/9679562-automated-contract-approval-workflows.md)
- [Contract approvals: sending, approving, declining](https://help.lawvu.com/en/articles/9036790-contract-approvals-sending-approving-declining.md): Learn how to initiate the contract approval process, track progress using Approval Status and Pending Approvers, and complete the steps for approving or declining a contract.
- [Editing contracts with Word on the web](https://help.lawvu.com/en/articles/5529226-editing-contracts-with-word-on-the-web.md): You can edit contracts directly with Word on the web saving you the hassle of downloading a file every-time you need to make a change
- [Understanding expired contracts](https://help.lawvu.com/en/articles/7262160-understanding-expired-contracts.md): Managing contracts that have reached their end date.
- [How to renew a contract](https://help.lawvu.com/en/articles/4226500-how-to-renew-a-contract.md): Rather than having to recreate a contract from scratch once it expires, simply renew it instead. Learn how here.
- [Contract Amendments](https://help.lawvu.com/en/articles/4659505-contract-amendments.md): Need to make some changes to the original contract? Learn how to add amendments.
- [Statements of Work \(SOW\)](https://help.lawvu.com/en/articles/5630485-statements-of-work-sow.md): Learn how to use SOWs effectively within LawVu
- [Restricted contracts](https://help.lawvu.com/en/articles/8154585-restricted-contracts.md): Make certain contracts private, hidden, or restricted in LawVu.
- [Executed contracts](https://help.lawvu.com/en/articles/7003126-executed-contracts.md): Contract execution is the most important step in the contract management process
- [The Contract Completion Form](https://help.lawvu.com/en/articles/5684179-the-contract-completion-form.md): The way to make sure all required actions have been completed before executing a contract
- [How to upload a new version of a contract](https://help.lawvu.com/en/articles/9766789-how-to-upload-a-new-version-of-a-contract.md)

### The Grid

- [Working with the matter grid](https://help.lawvu.com/en/articles/6604459-working-with-the-matter-grid.md): Filtering and sorting matters, contracts, and policies by customizing the matter grids.
- [Working with the contract grid](https://help.lawvu.com/en/articles/6589202-working-with-the-contract-grid.md): Your contract repository where you can edit, filter and share your work
- [How to show or hide completed matters in your matter grid](https://help.lawvu.com/en/articles/6597333-how-to-show-or-hide-completed-matters-in-your-matter-grid.md): A way to filter your matter list to show or hide completed items
- [Saved Views](https://help.lawvu.com/en/articles/2000955-saved-views.md): Set up your filters and create your preferred Saved Views
- [How to share views](https://help.lawvu.com/en/articles/3740504-how-to-share-views.md): You can send and receive shared views for matters and contracts - making it easy to set things up for your team.
- [In-line editing from the grid](https://help.lawvu.com/en/articles/3847846-in-line-editing-from-the-grid.md): Save time by editing matters and contracts directly from the grids.
- [Bulk Matter and Contract Actions \(download and delete\)](https://help.lawvu.com/en/articles/5377338-bulk-matter-and-contract-actions-download-and-delete.md): How to bulk delete matters and contracts, and bulk download contract files from the grid.
- [Bulk add/remove or reassign owners, managers, and members from the grid](https://help.lawvu.com/en/articles/6058278-bulk-add-remove-or-reassign-owners-managers-and-members-from-the-grid.md): Bulk add/remove or reassign owners, managers and members directly from the grid

### Search

- [Search](https://help.lawvu.com/en/articles/6432552-search.md): Search works across LawVu and helps you access your repository.
- [How to refine your search](https://help.lawvu.com/en/articles/3658691-how-to-refine-your-search.md): If you're getting too many or too few search results then try these more advanced features to help find what you're looking for.
- [Export your Search results](https://help.lawvu.com/en/articles/5962111-export-your-search-results.md): Download locally multiple matters, contracts, files or conversations from LawVu search results
- [Search your history logs in LawVu](https://help.lawvu.com/en/articles/6605102-search-your-history-logs-in-lawvu.md): Track every move with the Activity logs - an overview of everything that happens in LaVu
- [Unlock the power of Search by using File Content Indexing](https://help.lawvu.com/en/articles/6370111-unlock-the-power-of-search-by-using-file-content-indexing.md): Search at a detailed level within your files.

### The Business Portal & Knowledge Management

- [Knowlege management: your home for articles and documents](https://help.lawvu.com/en/articles/3743582-knowlege-management-your-home-for-articles-and-documents.md): Your internal legal intranet for seamless knowledge sharing and streamlined workflows.
- [Create, link and share Knowledge Base articles](https://help.lawvu.com/en/articles/6622660-create-link-and-share-knowledge-base-articles.md): Learn how to build out a comprehensive Knowledge Base
- [Role-specific Knowledge Base articles and Privacy Settings](https://help.lawvu.com/en/articles/6215006-role-specific-knowledge-base-articles-and-privacy-settings.md): Learn how to set up role-specific landing articles as well as restrict documents and articles to specific teams and users

### Integrations

- [ClauseBuddy Integration](https://help.lawvu.com/en/articles/12267443-clausebuddy-integration.md)
- [Dioptra Integration](https://help.lawvu.com/en/articles/12158082-dioptra-integration.md): Instant contract reviews within LawVu
- [LawVu MCP server](https://help.lawvu.com/en/articles/15266786-lawvu-mcp-server.md): 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
- [For Administrators: Configure the LawVu SharePoint Integration](https://help.lawvu.com/en/articles/6515489-for-administrators-configure-the-lawvu-sharepoint-integration.md)
- [How to sync files to and from SharePoint](https://help.lawvu.com/en/articles/6227452-how-to-sync-files-to-and-from-sharepoint.md): Sync files stored in the Files tab of matters and contracts from and to a SharePoint folder
- [For Administrators: Configure the LawVu Google Drive integration](https://help.lawvu.com/en/articles/9738991-for-administrators-configure-the-lawvu-google-drive-integration.md)
- [The Google Drive LawVu Integration](https://help.lawvu.com/en/articles/5068217-the-google-drive-lawvu-integration.md): Ensure continuity across your entire work platform by syncing LawVu with Google Drive.
- [The LawVu Add-in for Microsoft Word](https://help.lawvu.com/en/articles/4317260-the-lawvu-add-in-for-microsoft-word.md): How to install and use the new Microsoft Word Add-in for LawVu
- [LawVu for Word Add-in - Admin Guide](https://help.lawvu.com/en/articles/13781942-lawvu-for-word-add-in-admin-guide.md)
- [Microsoft Teams Integration](https://help.lawvu.com/en/articles/5953276-microsoft-teams-integration.md): Create matters directly from MS Teams messages without having to leave the application
- [LawVu for Microsoft Teams app - Admin Guide](https://help.lawvu.com/en/articles/13872814-lawvu-for-microsoft-teams-app-admin-guide.md)
- [SSO \(SingleSignOn\) Information guide](https://help.lawvu.com/en/articles/6641439-sso-singlesignon-information-guide.md): This article will help to understand SSO better and also provide technical information for IT departments.
- [OneLogin SCIM & SAML \(SSO\) Configuration](https://help.lawvu.com/en/articles/7893938-onelogin-scim-saml-sso-configuration.md)
- [OKTA SCIM \(SSO\) User Role Provisioning Configuration Guide](https://help.lawvu.com/en/articles/7948270-okta-scim-sso-user-role-provisioning-configuration-guide.md)
- [AzureAD \(Office365\) - Mapping Roles to Lawvu Roles via SSO](https://help.lawvu.com/en/articles/6767650-azuread-office365-mapping-roles-to-lawvu-roles-via-sso.md): This guide describes creating custom roles and the attribute mapping required for SCIM provisioning.
- [AzureAD \(Office365\) SCIM & SAML \(SSO\) Configuration](https://help.lawvu.com/en/articles/5743722-azuread-office365-scim-saml-sso-configuration.md)
- [Configure SAML SSO with Google Gsuite](https://help.lawvu.com/en/articles/5528913-configure-saml-sso-with-google-gsuite.md): This article describes how to configure SAML 2.0 with your Gsuite account to allow Single Sign On with Google.
- [OKTA JIT & SAML \(SSO\) Configuration Guide](https://help.lawvu.com/en/articles/6619689-okta-jit-saml-sso-configuration-guide.md)
- [AzureAD \(Office365\) SCIM - Change login from "UPN" to "eMail"](https://help.lawvu.com/en/articles/8018089-azuread-office365-scim-change-login-from-upn-to-email.md)
- [AzureAD \(Office365\) - Provisioning AD Groups into LawVu Teams via SSO](https://help.lawvu.com/en/articles/8285390-azuread-office365-provisioning-ad-groups-into-lawvu-teams-via-sso.md): This guide describes creating LawVu Teams by utilising your AzureAD Security Groups through SCIM provisioning.
- [SSO - Self Service Portal](https://help.lawvu.com/en/articles/8987349-sso-self-service-portal.md): This guide will help you to configure LawVu's SSO self service portal
- [SSO \(SingleSignOn\) Help Guide](https://help.lawvu.com/en/articles/9276088-sso-singlesignon-help-guide.md): This article will help to troubleshoot the most common SSO issues.
- [JumpCloud SCIM & SAML \(SSO\) Configuration Guide](https://help.lawvu.com/en/articles/9463863-jumpcloud-scim-saml-sso-configuration-guide.md): Step­ by ­Step Configuration Instructions for JumpCloud
- [SSO SAML 2.0 and SCIM 2.0 Generic Guide](https://help.lawvu.com/en/articles/12063748-sso-saml-2-0-and-scim-2-0-generic-guide.md): This article outlines the technical prerequisites and configuration steps for integrating SAML and SCIM with a custom SSO solution.
- [OKTA SCIM & SAML \(SSO\) Configuration Guide](https://help.lawvu.com/en/articles/15352212-okta-scim-saml-sso-configuration-guide.md)
- [Slack Integration](https://help.lawvu.com/en/articles/5807148-slack-integration.md): Create matters directly from Slack messages without having to leave the application
- [Docusign - Getting Started](https://help.lawvu.com/en/articles/3102508-docusign-getting-started.md): An overview of the LawVu Docusign integration and how to enable it
- [DocuSign in LawVu](https://help.lawvu.com/en/articles/4584518-docusign-in-lawvu.md): This user guide is for those using a LawVu-managed DocuSign account
- [Docusign FAQs](https://help.lawvu.com/en/articles/8820079-docusign-faqs.md): Frequently asked questions on DocuSign
- [Adobe Sign for LawVu](https://help.lawvu.com/en/articles/5873317-adobe-sign-for-lawvu.md): How to use LawVu's Adobe Sign integration
- [Track document changes in LawVu using Litera Compare](https://help.lawvu.com/en/articles/5537442-track-document-changes-in-lawvu-using-litera-compare.md): Track and compare changes in documents or contracts
- [Install and configure your LawVu for Salesforce app](https://help.lawvu.com/en/articles/5879958-install-and-configure-your-lawvu-for-salesforce-app.md)
- [Create new contracts from Salesforce](https://help.lawvu.com/en/articles/5879985-create-new-contracts-from-salesforce.md): Create contracts in LawVu directly from Salesforce
- [Create new matters from Salesforce](https://help.lawvu.com/en/articles/7169192-create-new-matters-from-salesforce.md): Create matters in LawVu directly from Salesforce
- [Box Integration](https://help.lawvu.com/en/articles/4500212-box-integration.md): How to set up and get the most from LawVu's integration with the leading file management platform, Box.
- [The Developer Center](https://help.lawvu.com/en/articles/8811268-the-developer-center.md): Your gateway to the LawVu API and custom Integrations
- [The LawVu API](https://help.lawvu.com/en/articles/6093385-the-lawvu-api.md): LawVu's platform for integrations with other systems - creating unique solutions which help drive efficiency

### Spend Management & E-billing - working with Law Firms

- [Getting Started with LawVu Spend Management](https://help.lawvu.com/en/articles/5102636-getting-started-with-lawvu-spend-management.md): For LawVu customers and collaborating law firms, get started with LawVu's spend management and collaboration features outlined below.
- [Law Firms, Article 1: Getting Started with LawVu](https://help.lawvu.com/en/articles/5102289-law-firms-article-1-getting-started-with-lawvu.md): A walkthrough of the process of getting started with LawVu, including accepting an invitation and adding your colleagues as users.
- [Law Firms, Article 2: Engage with Clients on Matters in LawVu](https://help.lawvu.com/en/articles/5102295-law-firms-article-2-engage-with-clients-on-matters-in-lawvu.md): After accepting the invitation to work with your client in LawVu, you can engage with them on a legal matter.
- [Law Firms, Article 3: Submit invoices in LawVu](https://help.lawvu.com/en/articles/5102299-law-firms-article-3-submit-invoices-in-lawvu.md): Streamline invoice submission via LawVu
- [Law Firms, Article 4: Completing matters and Report on completed matters](https://help.lawvu.com/en/articles/5102303-law-firms-article-4-completing-matters-and-report-on-completed-matters.md): Completing and reporting on matters, for law firms.
- [Law Firms, Article 5: Control permissions for your team members](https://help.lawvu.com/en/articles/2938532-law-firms-article-5-control-permissions-for-your-team-members.md): Here's how you can enable new team members to work with your clients.
- [Law Firms, Article 6: Create contracts](https://help.lawvu.com/en/articles/6920409-law-firms-article-6-create-contracts.md): Walkthrough on how to create and manage contracts through matters in LawVu
- [Law Firms, Article 7: Intake queues for legal service providers/law firms](https://help.lawvu.com/en/articles/2910645-law-firms-article-7-intake-queues-for-legal-service-providers-law-firms.md): How to triage and manage incoming matters to ensure that nothing slips between the cracks.
- [Law Firms, Article 8: Submitting accruals](https://help.lawvu.com/en/articles/9698224-law-firms-article-8-submitting-accruals.md): This article is to guide Law Firms on the LawVu accruals process
- [Uploading LEDES invoices](https://help.lawvu.com/en/articles/4849452-uploading-ledes-invoices.md): Simplifying Billing Processes with LEDES Files
- [LawVu Customers, Article 1: The Directory](https://help.lawvu.com/en/articles/7880286-lawvu-customers-article-1-the-directory.md): Your primary hub to connect with Legal Service Providers
- [LawVu Customers, Article 3: Change the access levels of your Legal Service Providers](https://help.lawvu.com/en/articles/8111835-lawvu-customers-article-3-change-the-access-levels-of-your-legal-service-providers.md)
- [LawVu Customers, Article 4: How to Engage with Outside Counsel on LawVu Matters](https://help.lawvu.com/en/articles/5102341-lawvu-customers-article-4-how-to-engage-with-outside-counsel-on-lawvu-matters.md): Once your preferred firms are linked to your LawVu directory, you can work with them on a matter.
- [LawVu Customers, Article 2: Managing your Legal Service Providers](https://help.lawvu.com/en/articles/5102315-lawvu-customers-article-2-managing-your-legal-service-providers.md): Add your Legal Service Providers to LawVu and manage their access level and profiles
- [LawVu Customers, Article 5: Configure Matter Scoping Forms for your Outside Counsel](https://help.lawvu.com/en/articles/5102308-lawvu-customers-article-5-configure-matter-scoping-forms-for-your-outside-counsel.md): Configure Matter Scoping Forms for your Outside Counsel
- [Engage with your LSP as 'Billing Only'](https://help.lawvu.com/en/articles/8075166-engage-with-your-lsp-as-billing-only.md)
- [How to Manage Spend?](https://help.lawvu.com/en/articles/2118628-how-to-manage-spend.md): Monitor forecast and actual spend against budget
- [Accounting Code Allocation](https://help.lawvu.com/en/articles/15201434-accounting-code-allocation.md)
- [Accruals](https://help.lawvu.com/en/articles/9650470-accruals.md): How to submit and manage estimated unbilled spend for matters
- [Configuring invoice details and invoice approval settings](https://help.lawvu.com/en/articles/8069381-configuring-invoice-details-and-invoice-approval-settings.md): For LawVu Administrators: Configure the invoice data fields required when posting invoices
- [How to upload invoices within a matter](https://help.lawvu.com/en/articles/5037293-how-to-upload-invoices-within-a-matter.md): Upload invoices directly into a matter using this convenient feature
- [Create invoices from time batches](https://help.lawvu.com/en/articles/4677005-create-invoices-from-time-batches.md): Time Administrators' guide to generating invoices from time entries for internal invoicing.
- [Uploading invoices from your legal service providers](https://help.lawvu.com/en/articles/6674324-uploading-invoices-from-your-legal-service-providers.md): If your outside counsel does not have access to LawVu, you have the option to manually upload their invoices to track against your matters.
- [Approving, declining, voiding, and deleting invoices](https://help.lawvu.com/en/articles/6363830-approving-declining-voiding-and-deleting-invoices.md): How to review or cancel invoices
- [Uploading invoices in multiple currencies](https://help.lawvu.com/en/articles/8028091-uploading-invoices-in-multiple-currencies.md)
- [How to mark an invoice as "paid"](https://help.lawvu.com/en/articles/5039213-how-to-mark-an-invoice-as-paid.md): Manage invoices by recording when an invoice has been paid.
- [Sending invoices to Accounts Payable](https://help.lawvu.com/en/articles/5143318-sending-invoices-to-accounts-payable.md): How to route invoices to Accounts Payable
- [AI-powered invoices](https://help.lawvu.com/en/articles/8434140-ai-powered-invoices.md): Save time on data entry with AI extraction and auto-fill smart fields.
- [Invoice approval workflows](https://help.lawvu.com/en/articles/9031245-invoice-approval-workflows.md)
- [Working with RFPs in LawVu](https://help.lawvu.com/en/articles/5315345-working-with-rfps-in-lawvu.md): For LawVu customers - how to send and manage your Requests for Proposal in LawVu
- [How to process an RFP in LawVu](https://help.lawvu.com/en/articles/5331405-how-to-process-an-rfp-in-lawvu.md): For law firms - a guide to processing Requests for Proposal.

### LawVu for Administrators

- [Bulk data export](https://help.lawvu.com/en/articles/9938097-bulk-data-export.md): How to export your organization's data
- [Configuring matter and contract types](https://help.lawvu.com/en/articles/12325939-configuring-matter-and-contract-types.md)
- [User management in LawVu](https://help.lawvu.com/en/articles/2969806-user-management-in-lawvu.md): How to invite, remove and manage your users as an Administrator
- [Managing roles and permissions for your team members](https://help.lawvu.com/en/articles/3202052-managing-roles-and-permissions-for-your-team-members.md): How an Org Administrator can change permissions for team members.
- [LawVu Teams](https://help.lawvu.com/en/articles/4509592-lawvu-teams.md): A guide on how to build teams and manage their access to matters and contracts.
- [Give legal users access to all matters and contracts in LawVu](https://help.lawvu.com/en/articles/5334330-give-legal-users-access-to-all-matters-and-contracts-in-lawvu.md): This article describes how administrator groups work and who can be added to them.
- [Auto-assign members and teams](https://help.lawvu.com/en/articles/5077641-auto-assign-members-and-teams.md): How to set up and utilize automatically assigning members and teams to matters and contracts
- [Set up automatic team assignments for matters and contracts](https://help.lawvu.com/en/articles/5625931-set-up-automatic-team-assignments-for-matters-and-contracts.md): Learn how to automatically assign a team and ensure your users assign a team at the point of creating matters and contracts
- [Default permissions for roles](https://help.lawvu.com/en/articles/5334561-default-permissions-for-roles.md): This article is for Admins in organizations that have Default Permissions enabled. Learn how to manage default permissions for each role.
- [How to manage your departments in LawVu](https://help.lawvu.com/en/articles/3297498-how-to-manage-your-departments-in-lawvu.md): Learn how to set up and manage your departments, as well as how to assign them to your matters and contracts.
- [How to change users' notifications](https://help.lawvu.com/en/articles/4822976-how-to-change-users-notifications.md): Learn how LawVu Administrators can tailor notifications to suit the various roles in your organization.
- [The default LawVu fields](https://help.lawvu.com/en/articles/3460302-the-default-lawvu-fields.md): LawVu offers a rich set of fields you can use to customize matters/contracts and ensure you capture the right data.
- [An overview of custom fields](https://help.lawvu.com/en/articles/3460237-an-overview-of-custom-fields.md): This article provides the groundwork for understanding how fields work within LawVu.
- [How to create and manage custom fields](https://help.lawvu.com/en/articles/3457175-how-to-create-and-manage-custom-fields.md): 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 use custom fields by assigning them to contract/matter types](https://help.lawvu.com/en/articles/3460299-how-to-use-custom-fields-by-assigning-them-to-contract-matter-types.md): After you have created your custom fields you can start using them by assigning them to various matter and contract types.
- [Impact on existing matters and contracts when modifying fields in matter or contract types](https://help.lawvu.com/en/articles/10865267-impact-on-existing-matters-and-contracts-when-modifying-fields-in-matter-or-contract-types.md)
- [Working with Field API names](https://help.lawvu.com/en/articles/11548695-working-with-field-api-names.md)
- [Matter types](https://help.lawvu.com/en/articles/2921673-matter-types.md): Matter types provide customization and reporting for the various matters you deal with.
- [Contract types and groups](https://help.lawvu.com/en/articles/2999834-contract-types-and-groups.md): Contract types provide you with a starting point for building out new contracts and provide reporting and workflow options.
- [How to reassign matters when people leave](https://help.lawvu.com/en/articles/2996602-how-to-reassign-matters-when-people-leave.md): This article describes how you can globally replace one person with another in the event of changes to your team.
- [Folder Templates](https://help.lawvu.com/en/articles/4918975-folder-templates.md): How to create folder templates and use them in matters and contracts
- [Conditional Intake Forms](https://help.lawvu.com/en/articles/6824391-conditional-intake-forms.md): Leverage the power of conditional logic to create smarter, more responsive intake forms
- [Set up teams to manage intake](https://help.lawvu.com/en/articles/3360186-set-up-teams-to-manage-intake.md): When matters are created by your business users you can have the appropriate people notified by using 'Teams'
- [Setting a default Matter Manager/Intake assignment](https://help.lawvu.com/en/articles/6102905-setting-a-default-matter-manager-intake-assignment.md): Learn how to assign a default Matter Manager to all matters of a certain type
- [Control the way matters are named with simple ticketing](https://help.lawvu.com/en/articles/5263802-control-the-way-matters-are-named-with-simple-ticketing.md): Allows standard users and contributors to submit a request to legal without naming the matter or assigning a matter manager.
- [Time entries for Administrators](https://help.lawvu.com/en/articles/4675048-time-entries-for-administrators.md): Permissions, Settings, and Security Groups for the efficient use of time entries.

### Roles, Permissions & Notifications in LawVu

- [Roles and permissions in LawVu](https://help.lawvu.com/en/articles/6275666-roles-and-permissions-in-lawvu.md): An overview of roles and permissions
- [Limited Member Access](https://help.lawvu.com/en/articles/5456023-limited-member-access.md): How to give users read-only access to matters and contracts
- [Membership Access vs Team Assignment](https://help.lawvu.com/en/articles/14996202-membership-access-vs-team-assignment.md): Understand the difference between Membership and Team Assignment, and how each controls access to matters and contracts
- [Notifications in LawVu](https://help.lawvu.com/en/articles/4491088-notifications-in-lawvu.md): A quick guide to the notifications toolbar
- [How to manage email notifications](https://help.lawvu.com/en/articles/3022016-how-to-manage-email-notifications.md): This article describes how to control what notifications you receive via email - useful if you're getting too many emails.

### The LawVu add-ins for Outlook & Gmail

- [The LawVu add-in for Outlook](https://help.lawvu.com/en/articles/9286911-the-lawvu-add-in-for-outlook.md): Connect Outlook with LawVu to perform essential legal work seamlessly, without switching between applications.
- [Frequently asked questions about the Outlook Add-in](https://help.lawvu.com/en/articles/6847324-frequently-asked-questions-about-the-outlook-add-in.md): Important things to note about the Outlook integration
- [Troubleshooting the Outlook Add-in](https://help.lawvu.com/en/articles/3323524-troubleshooting-the-outlook-add-in.md): Use this article as a starting point to try to resolve common Outlook Add-in issues
- [LawVu for Outlook Add-in - Admin Guide](https://help.lawvu.com/en/articles/4604192-lawvu-for-outlook-add-in-admin-guide.md)
- [Microsoft Outlook throttling](https://help.lawvu.com/en/articles/4213065-microsoft-outlook-throttling.md): Some information on our integration with Microsoft Outlook.
- [How to drag files or emails from Outlook to LawVu](https://help.lawvu.com/en/articles/3097920-how-to-drag-files-or-emails-from-outlook-to-lawvu.md)
- [How to install the LawVu add-in for Gmail](https://help.lawvu.com/en/articles/5407997-how-to-install-the-lawvu-add-in-for-gmail.md): Work directly with LawVu from your existing Gmail email account. Here's how to get it installed.
- [The LawVu add-in for Gmail](https://help.lawvu.com/en/articles/5072753-the-lawvu-add-in-for-gmail.md): Learn how to quickly save your email data, and create new matters/contracts using Gmail.
- [Troubleshooting the Gmail Add-in](https://help.lawvu.com/en/articles/11755357-troubleshooting-the-gmail-add-in.md)

### Reporting 

- [Reporting and Insights in LawVu](https://help.lawvu.com/en/articles/8300037-reporting-and-insights-in-lawvu.md): A look at the reporting options LawVu offers
- [Standard Reporting](https://help.lawvu.com/en/articles/6765651-standard-reporting.md): Get access to better data across all of your legal workflows from one place.
- [Standard Reporting metrics explained](https://help.lawvu.com/en/articles/8294399-standard-reporting-metrics-explained.md)
- [Best Practice Reports](https://help.lawvu.com/en/articles/8328109-best-practice-reports.md)
- [Spend Reporting](https://help.lawvu.com/en/articles/8300419-spend-reporting.md)
- [Insights Designer](https://help.lawvu.com/en/articles/6777259-insights-designer.md): A brief description on how to access and use the Insights reporting tool
- [Matter Feedback](https://help.lawvu.com/en/articles/450347-matter-feedback.md): This page describes the LawVu feedback and rating system in detail.
- [General Counsel Reporting](https://help.lawvu.com/en/articles/9647520-general-counsel-reporting.md): LawVu’s GC dashboard provides an actionable view of all your legal work – in real time
- [Matters and Tasks Reporting](https://help.lawvu.com/en/articles/8326834-matters-and-tasks-reporting.md)
- [Contracts and Key dates Reporting](https://help.lawvu.com/en/articles/12321871-contracts-and-key-dates-reporting.md)

### F.A.Q.s

- [How do I change the date format?](https://help.lawvu.com/en/articles/3949794-how-do-i-change-the-date-format.md): Date formats in LawVu are linked to your browser's preferred language.
- [Why is LawVu slow?](https://help.lawvu.com/en/articles/3941117-why-is-lawvu-slow.md): We have constant monitoring to alert us to any potential slowdowns in LawVu but if things feel slow for you here are a few things to check.
- [How do I clear browser cache?](https://help.lawvu.com/en/articles/5388144-how-do-i-clear-browser-cache.md): Clear your cache to remedy glitches in LawVu
- [What should I do with my work when taking leave?](https://help.lawvu.com/en/articles/4151978-what-should-i-do-with-my-work-when-taking-leave.md): How to handle your matters and contracts when absent for an extended period.
- [Where can I find LawVu's release notes?](https://help.lawvu.com/en/articles/8254923-where-can-i-find-lawvu-s-release-notes.md): Navigating LawVu's release notes for the latest updates

### Coming Soon! 

- [Join our customer webinars](https://help.lawvu.com/en/articles/11129695-join-our-customer-webinars.md)
- [Interactive Outlook approvals](https://help.lawvu.com/en/articles/12441867-interactive-outlook-approvals.md)

### Security

- [Here are some of the ways that LawVu keeps your data secure](https://help.lawvu.com/en/articles/9008031-here-are-some-of-the-ways-that-lawvu-keeps-your-data-secure.md)
- [LawVu - Privacy Policy](https://help.lawvu.com/en/articles/6412070-lawvu-privacy-policy.md): Last updated: 1 August 2022. This privacy policy applies to LawVu Limited, a company registered in Tauranga, New Zealand.
- [Data Security \(CJIS and HIPAA Compliance\)](https://help.lawvu.com/en/articles/6424888-data-security-cjis-and-hipaa-compliance.md)
- [Configure security settings for your organization](https://help.lawvu.com/en/articles/6746448-configure-security-settings-for-your-organization.md): A set of security features that enable legal teams to add further security and confidentiality measures to keep their data in LawVu secure.
- [Permanently delete your data from LawVu](https://help.lawvu.com/en/articles/6806601-permanently-delete-your-data-from-lawvu.md)
- [Multi-factor authentication](https://help.lawvu.com/en/articles/2000946-multi-factor-authentication.md): Increase the security on your LawVu account with MFA
- [Microsoft sensitivity labels and LawVu](https://help.lawvu.com/en/articles/9446153-microsoft-sensitivity-labels-and-lawvu.md)

### The LawVu Academy

- [The LawVu Academy](https://help.lawvu.com/en/articles/8442893-the-lawvu-academy.md): Learn new skills and level up your knowledge of LawVu with LawVu Academy

### Pro Tips

- [Use tasks and matter duplication to manage recurring work](https://help.lawvu.com/en/articles/8980417-use-tasks-and-matter-duplication-to-manage-recurring-work.md)
- [Facilitate cross-team visibility](https://help.lawvu.com/en/articles/8980441-facilitate-cross-team-visibility.md)
- [Easily provide status updates](https://help.lawvu.com/en/articles/8980493-easily-provide-status-updates.md)
- [Handy ways to export data from LawVu](https://help.lawvu.com/en/articles/8980481-handy-ways-to-export-data-from-lawvu.md)
- [How to quickly assign matters from Intake](https://help.lawvu.com/en/articles/9046384-how-to-quickly-assign-matters-from-intake.md): Simplifying Intake queue management

## Español

### Primeros pasos

- [Compartir tus comentarios sobre el producto con LawVu](https://help.lawvu.com/es/articles/12380505-compartir-tus-comentarios-sobre-el-producto-con-lawvu.md)
- [Iniciar sesión en LawVu](https://help.lawvu.com/es/articles/4297107-iniciar-sesion-en-lawvu.md): Cómo iniciar sesión y qué hacer si no puedes iniciar sesión
- [¿Cómo restablecer mi contraseña?](https://help.lawvu.com/es/articles/3201918-como-restablecer-mi-contrasena.md): Aprende a restablecer tu contraseña de LawVu siguiendo estos sencillos pasos.

### el Hub

- [Cómo mover archivos o carpetas entre matters o contracts](https://help.lawvu.com/es/articles/7066945-como-mover-archivos-o-carpetas-entre-matters-o-contracts.md): Mover archivos o carpetas entre matters o contracts en LawVu es un proceso sencillo y eficiente.
- [Carpetas restringidas](https://help.lawvu.com/es/articles/3114688-carpetas-restringidas.md): Cómo configurar una carpeta para que esté disponible solo para determinadas personas.
- [¿Por qué no puedo previsualizar algunos archivos?](https://help.lawvu.com/es/articles/3988210-por-que-no-puedo-previsualizar-algunos-archivos.md): No todos los tipos de archivo pueden previsualizarse en LawVu: aquí te explicamos por qué.
- [Editar documentos de Word con Word on the web](https://help.lawvu.com/es/articles/3123901-editar-documentos-de-word-con-word-on-the-web.md): Edita tus documentos de Word en LawVu con nuestra integración con Word on the web
- [Cómo editar archivos de LawVu en Word Desktop](https://help.lawvu.com/es/articles/10205390-como-editar-archivos-de-lawvu-en-word-desktop.md)
- [Planner](https://help.lawvu.com/es/articles/6689222-planner.md): Una forma de visualizar todo lo que requiere atención durante un periodo determinado.
- [Sincronizar tu LawVu Planner con otro calendario](https://help.lawvu.com/es/articles/2739313-sincronizar-tu-lawvu-planner-con-otro-calendario.md): Sincroniza tus calendarios para que las tasks, fechas de vencimiento y recordatorios aparezcan en el lugar donde organizas tu día.
- [Tasks](https://help.lawvu.com/es/articles/2903186-tasks.md): Las tasks proporcionan los elementos fundamentales para la gestión de proyectos de tus matters dentro de LawVu.
- [Task templates](https://help.lawvu.com/es/articles/2950770-task-templates.md): Cómo guardar y reutilizar tasks cada vez que creas un nuevo matter.
- [Time entries](https://help.lawvu.com/es/articles/5039279-time-entries.md): Registrar tiempo con LawVu te ayuda a aprovechar al máximo cada minuto.

### Inbox

- [Actions](https://help.lawvu.com/es/articles/6618795-actions.md): Consulta de un vistazo los elementos que requieren tu atención.
- [Conversations en LawVu](https://help.lawvu.com/es/articles/4450831-conversations-en-lawvu.md): Colabora libremente en matters y contracts utilizando Conversations en LawVu.