1. This is the LawVu legal workspace. When you use both matter and spend management features, you get total visibility over legal work and costs. You also get valuable time back with streamlined workflows and automation.

2. This is the “Hub” — a customisable dashboard for legal team members to organize their work. We have quick access to matters and contracts we are working on both in-house and with outside counsel.

3. Spend management, e-billing, and outside counsel collaboration features are distributed throughout the workspace and fully integrated with your internal matter management.

4. This dashboard is a great way to see how spend management is embedded in the workspace — here we have key metrics for internal matters, contracts, and work with outside counsel/LSPs in one view.

5. This is a view of the matters we are working on with outside counsel. It is embedded in the workspace with all the matters we are managing internally. Click All matters for the full list of our legal work.

6. This is our entire matter repository. On the left are custom views, or curated lists of matters. Creating views to organize your work and meet reporting requirements is easy – you can filter, sort, save, export and share these views.

7. In addition to centralizing and managing matters and projects, you can use the workspace to create a central source of truth about your firms and LSPs. Click the settings icon to explore how this works.

8. Here are all the firms we work with. Click Du Preez Inc Attorneys to open this firm’s profile.

9. You can capture key information here, including files like billing guidelines and timekeeper rates that can be used later in invoice review workflows.

10. You can choose how you want outside counsel and service providers to work with you in LawVu.
Click COLLABORATION.

11. LSPs can collaborate with you, sharing access to files and matter records in the system. They can also upload invoices and engage in e-billing activities. Or your team can manage invoice workflows on their own. Click here to close this dialog.

12. Centralizing invoices and automating workflows with e-billing creates efficiency, control, and valuable data. In LawVu, setting up billing preferences is simple. Click Settings.

13. Choose the invoice data you want to capture from our template. When pdf invoices are uploaded, AI will auto- populate some of these for you to save time. LEDES invoices are also supported. Now click settings to see more invoice management.

14. You can set budgets for your LSPs and firms for tracking and reporting. Scope and budgets can also be applied to specific matters. Click Settings.

15. It’s easy to add monthly budgets – type 95000 in the blue cell and Press Tab to move to the next cell.

16. Automated invoice approval workflows are easy to set up using this drag and drop workflow builder. Click on edit to add a condition.

17. Now any invoice over $50k will automatically be sent to our CFO (after legal ops and the responsible attorney have reviewed it). We don’t have to worry about chasing emails or things falling through the cracks. It’s also available on our mobile app!

18. You can also automate currency conversions and create an automated accruals request workflow to save time and have better data for reporting and budget management. Check out these demos to learn more about these two features.

19. Now we are back at the Hub. Let’s click View all to open this list of matters that we are working on with outside counsel and see collaboration and invoice workflows for a specific matter.

20. Open the matter called Clifton Pier Easement Review, which outside counsel are helping with.

21. This is a matter record. All the details we need about this matter are captured here, including scope and budget information. Click edit, and we’ll update the risk rating on this matter.

22. With your mouse, click and drag 5, then drop it on 3.

22b. Drop

23. Great! The risk field is updated for reporting and analysis later. Let’s explore more workflows and consolidated information. Click Tasks.

24. You can add tasks or use a pre-set template to standardize how you work on matters. Click Add template to see the templates we have set up.

25. Templates can be set for specific matter types to streamline and standardize how work gets done across the team and with outside counsel. Click X to close the dialog.

26. You can also securely store and organize documents and emails for each matter. There’s a handy email integration you can use for this. If you allow it, your firms and LSPs can access and share documents with you here.

27. Click here to see the invoices and budget workflows for this matter.

28. This tab shows us how invoices are tracked against each matter, so we can stay on top of budgets, approvals and payments as the matter moves through its lifecycle.

29. We can easily request or give status updates with team members or outside counsel right here in the workspace. Click here to check it out.

30. Click Request update to ask outside counsel for an update – they’ll get a notification and email, and can add their update directly in LawVu. You can send them an update here as well.

31. Click Invoice-2116.pdf and we’ll see how a single invoice can be reviewed and approved. Streamlining review and centralzing this information saves time and gives us valuable cost data for later.

32. This is the invoice, with all the key information we need. We can use AI to compare it against the billing guidelines document we uploaded earlier. Click Billing Insights to see how it works.

33. Billing insights explains the exceptions, and you can choose to approve or reject the invoice from here. Once approved, this can go to the next person in the automated review workflow, notify finance, or simply be closed and tracked for reporting.

34. Reporting is one of the most valuable features of spend management. It’s a way to report more efficiently, control costs, and get insights to make better decisions. Click reports to see what’s available out of the box.

35. This is year-to-date summary of spend, ratio of in-house and outside work, and invoice workflows. You can explore and interact for more insights – click current year to change the date range.

36. Select 2023.

37. Now the entire dashboard is showing the summary for 2023, so we can make comparisons or report on historical information.

38. Click Fees to get more details about invoices and spend.

39. This view shows more details about spend and budget, and ways to evaluate spend per matter, firm or LSP, and specific timeframes.

40. This year we had high spend in March. Click on the March bar to drill down for more info.

41. We can see the types of matters that generated the cost — in this case, property matters. Click Service Provider to evaluate the firms and costs.

42. Choice Legal was responsible for this work.

43. Click LSP Users and Permissions. These visualizations provide more detailed breakdowns of firm and LSP activity.

44. For example, this is one report that summarizes the matter and invoice activity of all firms in the system.

45. And this part of the dashboard shows us firm location and expertise, taken from the profiles we set up.

46. We can easily see and share an executive summary of spend, matter types, departments, and firms that did work via our GC dashboard. We can also monitor speed of review, which helps us monitor and improve on our legal operations.

47. Click here to jump back to the Hub, our dashboard for daily work.

48. When we manage day to day work in LawVu, we’e creating a valuable repository of re-usable information. Click here to search the repository.

49. A search for “property” returns matter records, documents, contracts and knowledge base templates. Click knowledge files.

50. These are templates and advice we have saved in the knowledge base. Accessing these and also historical matters can save lots of time and reduce duplicate requests. Click Hub to go back home.

51. Now we have seen 3 key areas of functionality: collaboration on matters and a consolidated matter repository, streamlined invoicing workflows, and spend reporting and insights.

52. That’s it. You’re done! Please book a demo to get more information and answers to additional questions.