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LawVu for Salesforce

Save time by creating matters/contracts in LawVu directly from Salesforce

Overview

LawVu is a connected legal workspace for in-house legal teams. LawVu for Salesforce streamlines how business teams create and manage matters and contracts with the legal team to save time, create visibility, and reduce risk.

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  • Business users create contracts or matters in LawVu directly from Salesforce, so they’ll get the benefits of routine contract automation and matter management without the extra effort of sending an email or logging into another tool.

  • Information from the opportunity auto-populates the matter or contract at creation so there’s less data entry and better data quality. Key information from LawVu is visible in the Salesforce opportunity throughout the matter/contract lifecycle.

  • Once matters and contracts are created they become part of the legal team’s system of record; they can control their work, take advantage of LawVu matter management and CLM features, and capture consistent data they can use for insights and reporting.

Legal teams can improve turnaround times and reduce risk by managing all matters and contracts from one secure, cloud-based platform with LawVu. The LawVu Salesforce integration meets business users where they work, for a connected workflow that amplifies the value of matter management and contract automation for the business and makes LawVu even more effective. Everyone is more efficient, there’s less risk, faster turn- around times, and more value from legal tech for the whole organization. A direct integration between Salesforce and LawVu lets business users create, view and update matters and contracts without leaving Salesforce while the legal team takes advantage of LawVu’s matter and contract lifecycle management and automation. Your Salesforce administrator installs the LawVu for Salesforce app and opens the app from the App Launcher to set up field mappings so LawVu fields can be populated and updated using existing data in Salesforce when users create a matter or contract or when details change. A subscription to LawVu with the appropriate module(s) are required. If you don’t have an account, visit https://lawvu.com/getting-started

Categories

Business Needs
Collaboration
Contract Management
Project Management
Industries
Horizontal Product
Personas
Other
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package