Automated Workflows

Filevine gets your cases moving! Our phase-based taskflow system guides your team through processes you design to keep every case on track. Tasks are generated based on a case’s status and will be assigned automatically to the relevant members of your team.

Hashtags, deep-running reports, and instant notifications ensure firm leadership doesn’t miss a beat. Stay in the know effortlessly with automatic reports, visualized performance data, and a beautifully simple design.

You’re a legal professional. Focus on the most important parts of your job, and leave the rest to Filevine.

Dynamic Taskflow

Filevine lets you standardize processes across your caseload.

Use taskflow to:

Connect with clients faster

• Get alerted about new clients as soon as they sign up
• Assign client-contact tasks to the right team members automatically

Pave a road to higher settlements

• Release autotasks based on a case’s current status
• See what processes yield results and what processes should be refined

Simplify records collection

• Trigger stand-alone taskflows for each provider involved in a matter
• Run multiple taskflows on each case to standardize every process

Give your team the information they need

• Generate autotasks with case-specific information
• Include names, phone numbers, incident descriptions, and any other case details in autotasks

Real-Time Case Monitoring

Get updates and alerts about a case’s progress and easily find what you’re looking for.

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    <h3>Keep track of everything by:</h3>
<h4><strong>Automatically hashtagging cases that meet specific criteria</strong></h4>
<ul>
<li>Search for a hashtag or run deep reports to find what you’re looking for</li>
<li>Customize auto-hashtag criteria to track what’s most important to you</li>
</ul>
<h4><strong>Receiving instant email, text, and Slack alerts</strong></h4>
<ul>
<li>Receive instant notifications about the updates that matter most</li>
<li>Customize delivery times of daily update emails</li>
</ul>
<h4><strong>Reviewing automatic reports</strong></h4>
<ul>
<li>Build custom deep-running reports to gain insight on your caseload and team-performance</li>
<li>Automatically receive reports by email as a spreadsheet</li>
<li>Visualize your firm’s data to make important decisions more easily</li>
</ul>
<hr>
    <h2>Simplify Document Management</h2>
<p>Easily review, upload, share, and edit legal documents.</p>

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    <h3>Streamline document processes by:</h3>
<h4><strong>Automatically generating form documents</strong></h4>
<ul>
<li>Generate client-specific rep letters, demands, or records requests with one click</li>
<li>Customize doc-gen templates to fit any need</li>
</ul>
<h4><strong>Receiving case files through email, text or upload</strong></h4>
<ul>
<li>Receive accident or injury pictures via text message directly in your case file</li>
<li>Forward documents directly to a case via email</li>
<li>Use Vinesign for secure e-signature gathering</li>
</ul>
<h4><strong>Seamlessly editing documents with one click</strong></h4>
<ul>
<li>Open any Microsoft Office document and save changes directly to your Filevine server</li>
</ul>
<hr>
    <h2>Automate Your Processes &amp; Own Your Law Firm</h2>
<p>We’ve barely scratched the surface of what Filevine can do to automate your growing legal practice. To find out more, request a free demo using the form below.</p>