Collaboration

Text-to-Case-File

March 31, 2015

Your clients want to text you. With our Text-to-Case-File feature, any member of the client’s legal team can receive and send text messages, directly from the case file.


Keep clients happy. Preserve your privacy.

Your clients want to text, and you want to let them have access to you, but there are problems:

  • You don’t have time to handle every single issue.
  • You forget about a message on the phone and it falls through the cracks.
  • You want to preserve your privacy and the line between work and personal life.

But the flip-side is that some of your clients simply won’t work with you if they don’t have access to you on that level. Here’s an actual comment from one attorney’s facebook page:

Filevine’s innovative case management software solves all these problems.

  • Text messages go straight to the case file, therefore nothing falls through the cracks.
  • Any member of your team can respond in a timely manner, so the client gets the attention he or she wants.
  • Your privacy remains unencumbered.
  • The client feels connected and, as a result, more satisfied with your service.

Try our texting service today and see how it can transform your firm. Schedule a demo now and have one less thing to worry about.

Never Miss a Client Follow-Up

Staying on top of client texts is crucial for providing excellent service.  But sometimes, messages fall through the cracks.  Our SMS Pending Response List Report automatically identifies unanswered client texts within a customizable time frame (default 30 days).  

Quickly view the full conversation, reply directly from the report, and ensure timely follow-up, strengthening client relationships.


See all that Filevine can do with a customized demonstration from our team

Schedule a Demo