Workflow

Filevine gets your cases moving! Our phase-based task flow 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 our Case Workflow System.

 

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.

 

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.

 


 

LEGAL TECHNOLOGY HAS FINALLY JOINED THE FUTURE

Filevine is case management software with the soul of project management technology. By treating each case as a project that needs to get done (not just organized), cases move forward smoothly.

 

Complete the Form Below to Schedule a Live Demo of Filevine