Custom Tabs

18 September, 2015

Greg Hamblin

Greg Hamblin


As you know, every project or case in Filevine has a set of “tabs” that you can use to organize your data. Like this:

tabs in filevine

But did you know you can completely customize those tabs to meet your specific needs?

This feature has been available for a while, but it’s not accessible from the front-end of Filevine so many people don’t know about it. Your customer service representative can help you create project types with fully customized tabs.

In other words, your workspace can be customized to the unique needs of your firm. No more one-size-fits-all digital solutions. You need a tab to keep track of certain vital documents? We can set it up.  You need a custom questionnaire for a specific type of case or an intake project? Consider it done.

Naturally, anything you want to keep in a tab in your cases or projects will be accessible through the advanced reporting system.

Some firms are already taking advantage of this ability by creating projects and organizations built around Customer Relationship Management (CRM) and lead generation. By keeping all marketing data in Filevine along with case data, your business has a chance to get real insights into success. For example, by tracking the source of a case, and the outcome, you can create a custom report that shows what lead sources are providing the most value to your firm.