Case management software shouldn't just organize you, it should help you move cases forward. It's time to move beyond using multiple technologies that parse time and productivity and instead work in a singular digital office space. Work in real-time with your team as you store and track email, case discussions, share and upload files, collaborate on documents, track and set due dates, and assign tasks.
Best of all Filevine is cloud-based. So you can do all that knowing everything you need is stored securely for anywhere, anytime access from your desktop to mobile device.
“We were able to stop worrying about documents getting lost or forgotten about on a desktop. We can access them right from their correlating case in the office or on the go. Genius.”
Jaqueline, Clear Counsel Law Group
“We have a common real-time workplace that keeps us on track by allowing us to see the big picture view of all cases down to the individual tasks. We’re alerted to what needs to be done –in real-time, every day.”
Brandon, Anderson Kidman Law
“We can connect tasks, alerts, and assignments to specific dates that appear in our daily task feeds so everyone knows what’s coming down the pipeline and when it needs to be done.”
Mandee, United Legal
Texting to a case file
Clients feel connected and their concerns quickly addressed.
No more overwhelming screen. It’s simple and intuitive.
Filevine is case management software with the soul of project management technology. All conversations, notes, and tasks are organized in real-time. By treating each case as a project that needs to get done (not just organized), cases move forward smoothly.
Sleep at night again. Filevine keeps you abreast of deadlines and allows staff to prioritize tasks on the fly. Reminders are built in and chained together. One due date begets another, and keeps you a step ahead.
Customize the workflow for your team. Each case goes through your custom phases, each with your custom, automatic tasks. Filevine can turn your firm into a systematized case-closing machine. Reports tell you how long cases are taking, what they cost, and more.
Vital statistics of expenses, insurance, and other important case values are kept front and center, giving you instant access to the data you need. Got a call from a vendor? Know instantly what you need to answer their questions. No digging through files.
No more "catch-all" folders, no more unorganized files. Documents are hyperlinked automatically from the case file. Reading notes from a month ago and encounter a reference to a medical procedure? -click the link and there’s the doctor’s actual form.
Filevine manipulates the disbursal sheet in real-time, calculates client yields under various scenarios, factors in medical reductions, and illustrates different payment and reduction scenarios.
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