1. This is the LawVu legal workspace -- a centralized repository for all of our matters and legal work, giving us total visibility and a set of features that create valuable workflow efficiencies. Click the screen to keep exploring!

2. You can see that we are capturing key data points for our matters, such as lifecycle stage, department we are working with, the type of matter, and recent status updates from individuals or automated workflows.

3. Let's quickly create a curated view of matters we want to focus on. Click the Filter Icon.

4. Click Complete

5. Now we have a curated set of completed matters, which is called a "custom view." Click "All matters" to move ahead.

6. Custom views are one easy way to organize matters and create custom reports. They can be saved, shared and exported. We have created a number of them on the left. Click Value (19) to see another example use case.

7. This view has data about the business value of the work we are doing with fields for risk, significance, and complexity. We can use that data to prioritize, evaluate, and communicate about our work. Click Intake next.

8. The ability to funnel requests to one place is a key matter management feature. Benefits include visibility, data, and faster cycle times. This is our intake queue for matters or requests from the business that have not been automatically assigned.

9. There are a few ways to bring all requests and matters into a central source of truth. This is a view of the LawVu Business Portal, a fully customizable legal front door you can roll out to save time, enable self service, and standardize requests.

10. You can also take advantage of integrations with Outlook, Gmail, Slack, and Teams to get data into the legal workspace. Your primary users can also create matters directly in the system. Click Create.

11. Whether you use the portal, an email integration or this method, standardized forms help capture structured data, reduce back and forth, and get things to the right people faster. Click to select your matter type.

12. We've selected a general legal request. Click Next

13. Here's our standard form, with some required fields. Legal and business users can add documents and attachments too.

14. This is the Hub, a personalized dashboard anyone can set up to get quick access to matters and files they're working on, as well as notifications and other productivity tools. Click Organise to personalize it.

15. Click Add to add a custom view.

16. Scroll down and click here to add a curated list of employment disputes in progress. This is useful for visibility, as well as managing work individually or as a team.

17. Now the Hub has quick access to any matters that meet this criteria. Scroll down and click here to explore the key features on a single matter.

18. Here is the matter record, with the key information we have gathered. Click status update to give or ask for an update..

19. Updates are captured in our central repository for shared visibility. If someone requests a notification, the matter manager is notified. Click Request update.

20. Hover here -- this is our notification.

21. You can store and organize documents, files, emails, and contracts in the workspace. They're associated with a matter, but can also be searched for and accessed independently.

22. This is embedded document management; all the files we need are stored here, including emails. Click Emails to see how this works.

23. The ability to organize and store emails and their attachments is a great way to reduce the risk of email inboxes and make sure everyone has access to what they need with less admin overhead. You can also use embedded Conversations to collaborate.

24. Here we can start a conversation and choose to make it private if necessary. That means all our correspondence is securely captured in the workspace. Click the X to close this.

25. Now click Tasks.

26. You can add individual tasks to keep everyone informed, streamline handoffs, and keep work on track. You can also create task templates for specific matter types to save time and standardize work. Click Add template.

27. Here is an example template you can apply to drive workflows without manual steps.

28. Click here

29. Tasks show up in our workspace inbox, the Hub, and generate notifications in email if you want them to.

30. LawVu also has the option to add full Contract Lifecycle Management features to your workspace. Click Contracts for a quick view.

31. Here is our contract repository, with the ability to filter, sort, organize and save views. The CLM has features to streamline your end-to-end contract process. You can also choose to include spend management and e-billing in the workspace.

32. You can also create a knowledge base of templates, policies, advice, and articles to give the legal team and the business easy access to the information they need, enabling self-service to save time.

33. We know email integrations are super useful for getting everything into one workspace. Click Integrations to see what else you can connect to your workspace.

34. Dozens of out of the box integrations are available, and new ones are added often. Click Microsoft suite to see some customer favorites.

35. When you connect LawVu to your other business tools, it's easier to captrue data and automate and streamline workflows without extra effort or disruption. Now, last but not least: click Reports to see out of the box matter management dashboards!

36. This matter management report has a summary of key metrics at the top. Scroll down for more detailed views.

37. The dashboard helps us see and communicate about all the work we are doing. It's easy to slice, dice, and filter for more insights and reporting. Click Region.

38. Now the whole dashboard is filtered to show work for specific regions. Data and reports like this save time, and helps us showcase value to the business as well as improve operations and monitor KPIs.

Click the reports icon for one more view.

39. This is the GC dashboard. If you manage contracts and spend with the LawVu legal workspace as well as matters, you have the benefit of all legal data and reporting consolidated in one place.

Click the Organization settings cog for one last thing.

40. Configuring your workspace to reflect your business and ways of working is simple. For an example, click the Matter types settings.

41. Click LawVu Fields to choose from standard fields and best practice.

42. With your mouse, click and drag Objectives, then drop it on the matter type record.

42b. Drop

43. With your mouse, click and drag Objectives, then drop it on the matter type record.

43b. Drop

44. And now we have added an objective field to the matter type and related forms for better data capture. Click Save to move on.

45. You're done, thanks for taking our tour! Be sure to book a personalized demo to get answers to any questions you have, we'd love to chat!