Demo videos and walkthroughs

Demo videos

Legal workspace overview

(5:56 min)

Matters, contracts, spend, knowledge and reporting - all managed in one cloud-based, secure and connected system.

Matters and contracts together in the LawVu legal workspace - a general counsel perspective

(10:59 min)

Join Shaun Plant as he gives you a General Counsel's perspective on how to manage matters and contracts together in the LawVu legal workspace.

AI - Workspace intelligence

(7:21 min)

See how AI works in the LawVu legal workspace

A General Counsel's view of the LawVu legal workspace

(14:00 min)

A quick look at the LawVu legal workspace through the eyes of General Counsel

Matter management

(7:21 min)

View matter visibility, configuration, intake, documents, and collaboration in the LawVu legal workspce and see first hand how LawVu customers optimize productivity and gain total oversight.

Spend management

(7:43 min)

See the key features for better spend visibility, faster invoice approvals, and secure collaboration with outside counsel and legal service providers in the LawVu legal workspace.

Insights & reporting

(5:58 min)

View matter, contract, spend and admin dashboards in the LawVu legal workspace and see first hand how LawVu customers showcase the value of legal.

Streamlining intake in the LawVu legal workspace - a general counsel perspective

(11:03 min)

Join Shaun Plant as he gives you a General Counsel's perspective on how to manage requests from the business with LawVu's streamlined intake system.

Contract lifecycle management

(8:01 min)

View contract visibility, approval workflows, sending for signing, and AI in the LawVu legal workspace and see first hand how LawVu customers improve turnaround time and reduce risk.

The business's experience with the LawVu legal workspace

(5:50 min)

A short walk through of key intake, collaboration and self-service features for your business users

5 reasons customers choose LawVu

(10:00 min)

See for yourself why modern legal teams chose a legal workspace to manage all of their legal work.

Blackboiler, Zuva

(11:22 min)

See a live demo of the way Blackboiler and Zuva AI are integrated into the LawVu legal workspace to speed up contracting workflows and reduce admin overhead

Walkthroughs
Legal Workspace Tour

1. Quick tips for the tour.

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2. This is the LawVu legal workspace. You are looking at "the hub." The hub is a personalized view that gives LawVu users visibility of legal work, quick access to work in progress, and access to your central source of truth for all things legal.

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3. Every legal team needs a secure central source of truth, ways to manage workload, and automation to speed up workflows. That's why matter management is a core capability in LawVu. Click "My Matters" for an overview.

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4. Here is the matters repository. In LawVu, "matters" are requests, legal matters, advice, projects... all your legal work.

It's easy to sort, organize and filter to get to the view or the specific work you need. To sort by risk level, click Risk

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5. Now my list of matters is sorted by the highest risk matters. You can easily save and share views to streamline your workflows, collaborate with others, or for reporting. Click 🧨 High Risk Matters (62) to access a saved view.

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6. Let's open a matter to see what else you can do. Click Zestycorp v. AMC Building Ltd.

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7. Here are the critical details and structured data for this matter. Many matters are handled in-house only, but if outside counsel are engaged you can include scope management, budget, invoices and secure collaboration and document management.

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8. Secure document management is a key feature in LawVu; you can store documents and emails associated with matters worked by your in-house teams and for matters you work on with outside counsel.

Click Files.

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9. Documents can be organized into folders; you can even create folder templates to save time and ensure consistency.

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10. Emails can be saved as part of the repository too. Click Emails

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11. Outlook and Gmail integrations make it easy to capture and store email and attachments. You can sort, filter, tag, organize and make email content accessible to others on your team.

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12. Contracts and matters are often related. Click Add contract to associate a contract with this matter. That contract will also become part of our contract repository.

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13. Click Relate existing

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14. This NDA is in our repository already. Click NDA with Zestycorp to add it to the matter record.

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15. The LawVu legal workspace includes a contract repository and life cycle management solution.

Let's have a look at contract lifecycle management capabilities.
Click Contracts.

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16. Just like the matters repository, it is easy to sort, filter, organize, share, find and take action on contracts and contract records. You can give access to the business, too.

Click Expiring in... for a saved view of contracts that require action.

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17. Information you choose to show about contracts is here in the grid; this is easily customized. Key dates and expirations can be tracked and added to planners, and also trigger notifications. Click the date in the planner: 30

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18. Here is the contract. Legal and business users can collaborate via email or in LawVu as contracts move through their lifecycle.


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19. Business and legal users can get notifications and review and approve contracts via email, in LawVu, or on the LawVu mobile app. Click approve.

You can create automated approval workflows with a simple workflow builder.

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20. LawVu has multiple AI features built in. AI contract data extraction will help you locate, review, and populate data from a contract faster.

Click the highlight button to see the definition of confidential information that AI picked up for us.

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21. Here's the clause information. Click on it to quickly locate it in the contract document.

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22. This is the clause -- easily found so you can validate, change, or copy/paste.

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23. Now let's look at a new capability in the LawVu legal workspace. You can choose to use integrated e-billing and spend management capabilities in the workspace. Hover on Spend.

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24. Centralizing and digitizing invoices from outside counsel streamlines workflows and creates a valuable data set for reporting, budgeting, and controlling spend. To see more, click invoices

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25. You can centralize information about the firms and LSPs you work with, as well as upload invoices. Better yet, outside counsel and LSPs can easily upload invoices to LawVu for you! Click Pending invoices to see how to review and approval works.

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26. This invoice needs approval.

You can set up automated invoice approval routing with an easy-to-use workflow builder to save time and ensure compliance with company policy. Invoice approval works on the LawVu mobile app too!

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27. Click Approve to move on.

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28. This invoice is now approved and part of our reporting data set.

A feature called AI powered invoice extraction will auto-populate key data fields to save time on data entry and minimize the risk of errors.

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29. You can also create a knowledge base for legal and the wider business, with varying levels of secure permission-based access. Click the knowledge icon to check it out.

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30. You can create articles, store and give access to templates, add self-service FAQs, and even create self-service contract automation workflows.

Click on the Policy and Compliance Hub.

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31. Here is an example of a compliance article in our knowledgebase. It's easy to draft, post, edit and tag articles for use by the legal team or give access to business users via a legal front door.

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32. Easy-to-use dashboards and reports are important for modern legal teams, and they are available out of the box in the LawVu legal workspace. Click Reports to check them out.

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33. This is the out of the box matters dashboard, with insights about types and volume of work, trends, tasks, risk, and more.

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34. Click Contracts to see the contract reports.

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35. The contracts dashboard has key information about contracts in your repository and the work your team is doing, including the volume, trends over time, cycle times, departments, types, values and automation statistics.

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36. To see spend reporting, scroll and click Spend.

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37. Spend reporting shows details about your work with outside counsel, fees, budgets, the people doing the work, and more. It's a complete view of spend that is useful for budgeting, forecasting, reporting and controlling costs.

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38. Now click Admin

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39. Admin reports show you how LawVu is being adopted and the impact it is having.

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40. The General Counsel dashboard combines key metrics from across the workspace in one easy-to-use view that's built for trend reporting, highlighting insights, and sharing.

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41. Scroll down and click Organization settings to learn how easy it is to administer and manage LawVu.

We'll also look at the intake portal in this step.

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42. Administrators can create a custom portal for your business to centralize legal requests, give access to a self-service knowledge base, and let the business create secure contracts using automation. Click Business portal to see how.

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43. It's easy to customize and brand the portal with a drag and drop editor. To see what our portal looks like, click Preview

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44. This portal is a legal front door with options for the business to raise a structured request for legal help, create contracts using a pre-set wizard and templates, and search the knowledge base. Click Close

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45. LawVu has many out of the box integrations to keep data in sync without disrupting workflows. Click Integrations to check them out.

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46. There are integrations with Gmail and Outlook; the Microsoft 365 suite including Word; e-signature tools; file storage solutions; Salesforce; 3rd party AI contract review tools; and many more!

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47. Now that you have seen the overview, we are back at the Hub. Let's personalize our view. Click Customize your workspace.

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48. Click here to add an actions list so you can easily see if you need to approve an invoice or contract or engage in a conversation.

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49. Click Add to add your saved view of High Risk Matters.

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50. Click 🧨 High Risk Matters

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51. To add the list of contracts that need attention, click Add

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52. Scroll down and click Expiring in

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53. Now you have a personalized workspace with everything you need. To arrange things just how you like it, scroll down and with your mouse, click and drag planner then drop it on actions.

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53b. Drop

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54. You're done here! Before we go let's check out the global search feature. It's a customer favorite.

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55. Click Search LawVu

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56. Recent searches, contracts, matters and files are easily accessible.

Type Big to search for a specific litigation matter

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57. Click the matter you want to check up on.

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58. You can quickly add or request a status update on the matter.

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59. That's the tour! Head to https://lawvu.com/book-a-demo/ to learn more.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2410044/Try-out-the-LawVu-legal-workspace-

GC Dashboard Walkthrough

1. LawVu has out of the box reports and dashboards for all of the capabilities in the legal workspace: matters (all legal matters, projects, advice and other work being done for the business); contract data from the integrated CLM; and outside spend.

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2. The GC dashboard combines key metrics from across the workspace in one dashboard. Let's explore the interactive dashboard and consider some ways to use the data along the way.

Click the left arrow to collapse the reporting pane.

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3. Data is collected constantly as your team manages work in LawVu. It's important you can easily understand your data - so if you need more information you can click here and get to a useful explanation.

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4. This is the help article with an overview, key metrics explained, and tips and tricks to use the dashboard to get more insights. 24/7 support is always available in the chat in the lower right, too.

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5. The GC dashboard is designed to make regular reporting and spotting trends easy. By default, it shows current year- to-date data. You may want to interrogate or report on a different timeframe. Click Current Year to change the year.

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6. Click 2023

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7. The entire dashboard has changed to show 2023 data. Key metrics about the volume of work and your spend with outside counsel are here. They are automatically compared to the previous time period (in this case 2022) so you can see trends.

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8. You might want to review or report on trends and workload quarterly for your board or leadership team.

Click Quarterly View to change the dashboard.

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9. This shows current quarter data, and comparisons to the previous quarter.

So far this quarter we have started 85 matters -- or pieces of legal work. Almost 70% are with outside counsel.
Should we upskill to do more work in-house? Adjust budget?

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10. You can click Download page to generate a shareable .pdf of your report. The .pdf will be filtered, like your dashboard, so you can share data about your selected time period or specific insights. Or you can regularly share the entire dashboard.

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11. Click Yearly View to get back to the yearly view and we'll explore a little more.

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12. This section is a workload breakdown for matters and contracts. We see the most common types of work this year, and their volume last year.

This shows trends we can use to plan or communicate alignment with strategy.

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13. A few interactions with the dashboard can reveal useful insights.

Click Prev to see what the most common work types were last year.

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14. Now we can see that Advice, Contract Reviews and New Hire work were most common last year. Is there a data story here - for example, alignment with strategic initiative or supporting an acquisition? Are more people requesting legal advice now?

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15. Sometimes, a data point overwhelms the graph or is not useful for purpose. For example, we know that Advice is always a top matter type. Right click Advice to remove it, so we can dig in to the other types of work our team is handling.

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16. Click Exclude

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17. The dashboard is filtered and "advice" is removed, just like that! We can see that Contract Reviews, New Hires, and Contract Negotiations topped the list.

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18. This visualization communicates about the contracts in our repository - and a lot of them are NDAs. Can we automate them and save legal team time?

Now Right click NDA.

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19. Click Exclude to take them out of our view so we can dig deeper into the other contracts we're working on for the business.

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20. Now let's look at urgent, high risk and high complexity work. You can set these fields and definitions in LawVu at implementation.
Right click on the 5 high risk (level 5) matters.

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21. Click Drill through to get the detail of those matters if you'd like to talk through them with your team, take action, or provide an update on them to the leadership team or board.

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22. These are the high risk matters we have in flight. We can get more detail or ask for updates by going to the full record in LawVu, directly from this report click. Scroll up and click the arrow return to the full dashboard.

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23. Measuring and communicating about cycle times can be useful for SLAs, measuring the outcomes of strategic initiatives or taking actions across the business. These graphs show key cycle time metrics.

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24. Scroll down and click sales and service to get insights on how long this particular type of work is taking.

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25. Hover to see that Sales and Service work is taking an average of 65 days to complete. That may be expected. Or it may be an improvement we want to talk about. Or, it may signal an opportunity to redistribute work or hire for a special skill set.

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26. Scroll to see the spend section of the dashboard.

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27. We can see we have spent a lot this year on Property and Human Resources - and we can communicate the reason behind that when we share this data, and speak to the outcomes or alignment with business strategy. Hover on Property.

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28. Here you could choose to drill through to more detail.

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29. Now let's dig into the work we're doing with Choice Legal since they are the firm we have the most outside spend with. Hover on Choice Legal to see the summary of our work and payments to them.

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30. Hover Drill through

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31. Click Invoice Detail

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32. These are the invoices we have from Choice Legal. Some need review and approval. Should we shift budget? Plan for a conversation with them? Review our outstanding invoices? There may be useful insights and actions. Scroll up and click the arrow.

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33. The final section of the dashbaord shows how LawVu is being used and adopted. Scroll down and with your mouse, hover Records Created to see how many business users are requesting legal advice through the LawVu legal portal. Usage has grown!

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34. That's it!

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35. Thanks for exploring the GC dashboard! Be sure to access our KPI guide here to learn more about best practice metrics for legal leaders.

You can also request a demo of LawVu to learn more about analytics and other features in the legal workspace.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2413142/Explore-the-LawVu-General-Counsel-Dashboard

Matter management walkthrough

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!

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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.

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

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4. Click Complete

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

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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.

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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.

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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.

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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.

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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.

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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.

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

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

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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.

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15. Click Add to add a custom view.

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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.

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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.

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

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

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20. Hover here -- this is our notification.

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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.

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

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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.

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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.

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25. Now click Tasks.

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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.

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

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28. Click here

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

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

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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.

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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.

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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.

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

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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!

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

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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.

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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.

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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.

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

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

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

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42b. Drop

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

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43b. Drop

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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.

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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!

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2491807/Matter-Management--Self-guided-tour-

Spend management walkthrough

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.

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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.

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

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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.

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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.

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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.

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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.

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

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

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

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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.

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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.

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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.

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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.

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

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

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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!

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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.

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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.

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

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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.

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

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22b. Drop

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

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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.

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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.

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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.

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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36. Select 2023.

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

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

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

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

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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.

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42. Choice Legal was responsible for this work.

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

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

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

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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.

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

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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.

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

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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.

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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.

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

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2490679/Spend-Management--Self-Guided-tour

Insights & reporting walkthrough

1. The LawVu legal workspace has several out of the box dashboards to make it easier to report, get insights, and show the value of the legal team.

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2. Reports are available to you depending on which legal workspace capabilities you subscribe to. These dashboards update in real time as you manage day-to-day work in LawVu.

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3. This is an annual wrap up that surfaces insights into how your team and business used the legal workspace. With your mouse, click and drag the scrollbar downward.

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4. As we scroll down each dashboard, we get more detail and insights - for example, now we can see our busiest months and most common matter types from 2024. With your mouse, click and drag the scroll bar downward.

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5. Here are insights into the activities legal and the business conducted in LawVu. As expected, legal has the most activity. Our business is actively collaborating, using our request portal, contract templates, and approval workflows too!

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6. You can easily export and share .pdfs of your reports - simply click Download report to move on.

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7. Now let's look at one of the most popular reports in the LawVu legal workspace - click on the General Counsel report.

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8. The GC dashboard is a summary of key metrics from all the workflows you are managing in the LawVu legal workspace. With all your data consolidated in one system and one view, you get better insights with less effort. Scroll down to see more.

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9. Like most LawVu dashboards, we get more detail as we scroll down the page. Here is a breakdown of matters and contracts by type, with comparisons to previous timeframes to monitor trends There are also risk and complexity scores.

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10. Further down the reports is a summary of spend and work with outside counsel, if you use LawVu's spend management capability.

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11. Now let's explore the specific reports for matter, contract and spend management. Click Matters.

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12. Each dashboard starts with a visual summary of key metrics. In this case, we have total visibility into all the matters, projects, and legal work we have done this year. Scroll down to continue.

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12b. Drop

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13. As we scroll down the page, we can get more insights into the work the team is doing. For example, we have a high volume of contract requests and do most work with the sales and marketing team.

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14. It's easy to drill in for more insights and to answer questions. Click the Sales and Marketing bar to find out more about our work for that team.

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15. Now the dashboard is filtered so we can see insights about the work in progress and work we've done for sales and marketing this year.

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16. In another example, let's click Created Source to see how information is getting into LawVu. This can help us evaluate how the business is engaging legal and using LawVu to create efficiency and visibility.

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17. A lot of requests are coming through the LawVu business portal (our legal front door). Work is also being funnelled in from email integrations and Salesforce. Consolidating everything into one place streamlines work and creates structured data.

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18. Changing dates ranges to make comparisons, see trends, or report on specific timeframes is also easy. Click 2023.

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19. Now the dashboard is showing the summary for last year's work.

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20. Click Contracts to explore the reports from the contract lifecycle management solution in the workspace. Note: if you don't subscribe to our CLM this report will not be available. It's so valuable to have all your data in one place!

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21. Like all dashboards, this page starts with a summary of key information. You can easily slice, dice and filter. LawVu is a consolidated repository for all contracts for the business -- let's click Department for a view of contracts by team.

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22. Now we have a filtered view of the work we are doing for each area of the business, and can drill in further if we like. With your mouse, scroll down.

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23. These contract turnaround time reports can help you monitor and set SLAs, collaborate with business teams to get work done, and improve operations.

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24. Now let's click Spend to see spend management reports.

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25. There are a number of visualizations and reports here to help you control costs, stay on top of invoices, and assess your work with outside counsel. This starts with a good summary.

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26. This is another dashboard in the set of spend reports. It's the "fees report," with more detail and insights about costs against budget, per matter, and per LSP or firm. We can easily see we were over budget in March, and drill in further.

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27. This is another of our spend reports. It is a centralized view of the LSPs and firms we work with, including region and expertise. It also shows us their activity in the workspace, where they upload invoices to centralize e-billing.

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28. Click here to load the "admin" reports. Admin reports provide insights into your use of LawVu across the business.

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29. These help you understand and evaluate usage of the legal workspace so you can celebrate wins, drive adoption, and evaluate the impact of technology. Click User Activity.

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30. Here we can see what activities are being taken and which departments are engaging and collaborating with legal the most via LawVu. Now click Knowledge Articles.

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31. Now we have insights into the usage of our legal knowledge base, which includes help articles, FAQs and templates.

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32. We can easily create custom reports using any data fields in the system as well. This is our full matters repository and we can create an unlimited number of custom views and reports. Click My Matters to continue.

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33. Click the Filter Icon

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34. Click On Hold

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35. Now we have a list of just the matters that are on hold. Let's keep customizing! Click the Columns icon.

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36. You can easily add any column to your view from here. Drag and drop Due Date to the right-hand column.

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36b. Drop

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37. With your mouse, click and drag Urgent to the right-hand column.

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37b. Drop

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38. Click Apply

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39. Click to filter to urgent matters.

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40. And select the matters marked as "urgent" with a click of the mouse.

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41. Just like that, we have a set of urgent matters and due dates. We can also see urgent matters that have not been routed to someone yet, and the responsible attorney for those that have. So we can triage, assign and check in as needed.

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42. Click Save as... to save this as a re-usable view. We c an also export and share it.

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43. This is the fully customisable grid and repository for all our contracts, which works just like the matters grid we looked at.

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44. There are also fully customizable invoice grids.

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45. That's it, you're done! We've seen how easy and flexible it is to use reporting and insights in LawVu. Watch this demo video and book a custom demo today to learn more about using the LawVu legal workspace to manage work and become more data-driven.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2490872/Insights-and-reporting--Self-guided-tour

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personalized demo?

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