Claims-specific Workflow
Standardize and streamline firm processes at every stage of a claim’s life cycle. Use Filevine’s intelligent and customizable auto-tasking system to assign the right work to the right team member at the right time.
Phase-based Taskflow
In Filevine, your legal matters will proceed through custom phases during their life-cycle, like “Intake,” “Discovery,” or “Negotiation.” These phases are paired with powerful and dynamic auto-tasks that will keep your team on the track at every step.
Taskflow Triggers
In addition to our phase-based Taskflows, you can start additional Taskflows at any point in a claim’s life-cycle with our Taskflow Triggers. Taskflow Triggers are great for non-standard or one-off processes that you still need to automate as much as possible.
Adapt in Real-Time
Filevine’s dynamic Taskflow system lets you standardize processes while retaining the ability to adapt to claim conditions. With our software, you can build specific templates and workflows for any kind of claim without putting your team in a box.
Easy Collaboration
Assign tasks on the fly, reply to notes, share reports, edit documents, coordinate casework between multiple teams, and so much more with Filevine’s easy-to-master interface. Do it all without ever leaving your FIlevine system.
“@” Tasking
Assigning yourself a task – or assigning tasks to other team members – couldn’t be easier than with Filevine. Simply write an “@” symbol, followed by the team-member you would like to assign. Write out the task, click create, and watch the work get done.
Write a Note
Complex legal teams can quickly become intra-dependant. Communication and collaboration must be emphasized. In Filevine, keeping claim-workers up-to-date is as easy as writing a quick note on a case and tagging the relevant team members.
The Vine
Your work is important. Related data shouldn’t be stored in more than one place. In Filevine, every note, task, email, fax, or text entered on a case can be collaborated on by other team members. Upload documents, assign tasks, issue due dates – all in one place.
Full-proof Deadline Management
Stay on top of incoming SOL dates, filing deadlines, client meetings, and more. Use Filevine’s unique deadline chains and deadline fields to keep your team on track, with automatic reminders sent to relevant team members.
Custom Deadline Chains
Our powerful deadline ticklers will automatically generate additional filing or statute deadlines based on your original date of the incident or subsequently completed deadlines. Manage counted court-days with our easy-to-use Judicial Calendar to ensure accurate filings.
Deadline Reminders
For deadlines like a claim’s SOL, Filevine’s reminders can be a life-saver. Enter a due date into any deadline field, and reminders will be sent to the necessary team-members at customizable intervals until a completed date is entered.
Full Calendar Integration
Once you’ve connected your Filevine user with your Google or Office 365 Calendar account, relevant appointments, dates and deadlines will automatically push to your chosen calendar. This sync works both ways so Filevine can keep you on top of your dates.
Insurance Defense Case Management Software
Our insurance defense case management software establishes an efficient, practice-specific workflow that automates staff accountability and boosts productivity by up to 67%.
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