Using the LawVu connector well and safely
Teaches an AI assistant how to work with LawVu LegalOS: confirm the account and your record access, pick the right matter, contract or knowledge tool, and ask before it creates, changes or deletes anything.
Use it when
- You have just connected LawVu and want to know what the assistant can safely do
- A lookup came back empty or with a permission error and you need to know why
- You want the assistant to create, update or delete something in LawVu
Tools it uses
get_matterget_contractget_matter_creation_schemaget_contract_creation_schemalist_articlesget_articleget_my_profileexplain_toolcreate_mattercreate_contractcreate_taskcreate_matter_conversationcreate_matter_conversation_messagecreate_matter_legal_noteadd_matter_status_messageadd_contract_status_messagejoin_matterjoin_contractadd_field_optiondelete_legal_notedelete_matter_conversationdelete_matter_conversation_messagedelete_matter_status_messagedelete_contract_status_message
Check my LawVu matter MAT-2041 and tell me whether anything is overdue, and don't change anything.
I can read MAT-2041 under your LegalOS account. I found two open tasks and one status message from last week. One task is due 3 days ago, so it looks overdue. I did not change anything. If you want a follow-up task created for the owner, I will show you the exact text first and wait for your yes.