Hashtags have always helped you organize your caseload. Now, we’ve made a great thing even greater.
With Auto-hashtags, projects that meet a specific criteria will automatically be tagged with the correct hashtag. What that criteria is, and what hashtag is used, is totally up to you.
Need to track every case with meds totals over 10k, or every client who hasn’t been contacted for over 30 days? With Auto-hashtags, that’s as easy as searching for #meds10k, or #nocontact. Buy yourself peace of mind and security by automating your case monitoring. Feel the difference with Filevine Auto-hashtags.
Note: This feature is currently in beta and is only available to select customers. If interested, secure your seat now.