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.
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.
KEEP TRACK OF EVERYTHING BY:
Automatically hashtagging cases that meet specific criteria
- Search for a hashtag or run deep reports to find what you’re looking for
- Customize auto-hashtag criteria to track what’s most important to you
Receiving instant email, text, and Slack alerts
- Receive instant notifications about the updates that matter most
- Customize delivery times of daily update emails
Reviewing automatic reports
- Build custom deep-running reports to gain insight on your caseload and team-performance
- Automatically receive reports by email as a spreadsheet
- Visualize your firm’s data to make important decisions more easily
Simplify Document Management
Easily review, upload, share, and edit legal documents.
STREAMLINE DOCUMENT PROCESSES BY:
Automatically generating form documents
- Generate client-specific rep letters, demands, or records requests with one click
- Customize doc-gen templates to fit any need
Receiving case files through email, text or upload
- Receive accident or injury pictures via text message directly in your case file
- Forward documents directly to a case via email
- Use Vinesign for secure e-signature gathering
Seamlessly editing documents with one click
- Open any Microsoft Office document and save changes directly to your Filevine server
Automate Your Processes & Own Your Law Firm
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.