New Features

We’re always developing new tools to make your experience with Filevine the best.
And this is the place where your mind gets blown wide open learning about them.

Collection Views

A major update to collection tabs lets you customize your view

Collection Views

Choose between Item View, Expanded Item View, and Table View in Collection tabs to see more information at once. Customize your view by hiding or showing specific columns, and always get the most important information at a glance.

Learn More

Taskflow: Email Links

Create new template email drafts with a single click

Taskflow: Email Links

This feature allows you to create new email drafts based on custom templates you create. Use it to quickly send record requests, client check-ins, and more.

Email Document Link

Share document links securely via email

Email Document Link

Quickly share document links with your favorite desktop email client! Click once, and a new draft is created with the related project’s email address automatically cc’d.

Auto CC

Keep track of email communications

Auto CC

CC’ing a project email address is a great way to keep emails logged and organized in Filevine. Now, you can start a new email draft with the proper CC by clicking on an email address in Filevine. Just click an email address in Filevine and your desktop email client will create a new draft with the project email address CC’d.

Meds & Expenses in Yield

Calculate settlements faster

Meds & Expenses in Yield

The Yield tab makes calculating settlements and disbursements quick and easy. Now, it’s even easier! Our latest update lets you instantly pull medical and expense records directly into the Yield Tab, with no manual entry required.

How to Setup

Taskflow Triggers

Automate every detail of a case’s process

Taskflow Triggers

You can now generate standalone taskflows for any case with a single click. These can be used to automate records collection, standardize document sending/signing procedures, and more.

How to Setup

Taskflow triggers can be added to any tab and can be customized to any process.

Dynamic Autotasks

Get the info you need

Dynamic Autotasks

With our latest update, you can pull case-specific information directly into autotasks. This lets you provide the information necessary to complete a task inside the task itself.

How to Setup

Include names, contact information, incident descriptions, and any other case information you need into any autotask.

Instant Text, Email, and Slack Notifications

Instant and customizable daily notifications

Instant Text, Email, and Slack Notifications

Updates can now be delivered instantly via email, text message, or Slack. Better yet, you get to choose what kinds of updates send an instant alert.

How to Setup

Additionally, you can now customize what kinds of updates show up on your daily notification email, and whether they arrive in the morning, at night, or twice daily.

Schedule Deadline Reminders

Deadline reminders on your time

Schedule Deadline Reminders

Customers love Filevine’s Deadline with Reminders fields. Our latest update makes them even better! You can now choose the frequency of these reminders by choosing a customized reminder schedule for any Deadline with Reminders field.

Auto-hashtags

Automatic caseload organization

Auto-hashtags

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.

How to Setup

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.

Unsaved Changes Prompt

No more lost changes

Unsaved Changes Prompt

Have you ever made updates to a case and moved on to another task without saving? This update will keep you from losing data and time. Now when you have unsaved changes, you will be prompted to save your changes before navigating away from the page.

Filevine Periscope

In-depth performance graphs

Filevine Periscope

Filevine Periscope combines the in-depth productivity monitoring of Audit Reports with the superb visualizations and graphs from Domo. Quickly compare users’ work habits and productivity, and see how their workflows feed or starve your firm’s bottom line.

Every note made, every task assigned, every document uploaded or project updated can be tracked, quantified, and graphed for easy digestion. With Filevine Periscope, you’ll have the data to back up every important decision you make for your practice. That data can be the difference between good management and barely-managed chaos.

Note: Filevine Periscope is not included with your subscription to Filevine, but is available for a reasonable fee. Contact support@filevine.com for more information.

Audit Reports

Track every action, all in one place

Audit Reports

Productivity is the life-blood of your legal practice. Landing a great client won’t mean a thing if their case doesn’t move. But tracking team and individual productivity hasn’t always been easy.

That was before Filevine Audit Reports. Now, your teams’ work habits and patterns don’t have to be a mystery. Refine and perfect their process at every level by running deep reports on their user activity. Easily see every note made, task assigned, document uploaded, or project updated, all in one place.

How to Setup

Edit in Place

Easily update documents

Edit in Place

Every good lawyer knows the importance of properly managing their paperwork. Retainers, authorizations, complaints, motions – the pages can really start to pile up if you’re not careful. And it certainly doesn’t help if your documents are stored in one place, but edited in another.

Thanks to Filevine’s new Edit in Place feature, you no longer have to download and re-upload a document every time you have to make a small correction. Simply click “Edit” to seamlessly open the document in Microsoft Office on your computer or mobile device. Make your changes and click save to instantly beam the document back to your Filevine server – no downloading or re-uploading required.

Box.com & Google Drive

Even more integrations

Box.com & Google Drive

Hello, two-way sync! Thanks to our latest update, keeping your legal files and documents synchronized between your Filevine system and your Box.com or Google Drive folders is easier than ever.

Any change made to the document through Filevine will automatically sync to the proper folder in Box.com or Drive, and vice versa. With two-way synchronization, you’ll spend less time updating and syncing documents, and more time moving cases.

Note: These integrations are in Beta testing. Contact support@filevine.com for more information and eligability.

SMS Status Indicator

Confirm text delivery

SMS Status Indicator

No one likes to be on the other side of a text message wondering whether or not the intended recipient actually got their text. With Filevine’s latest update, the guessing-game is finally over.

Every text message sent from Filevine will now show one of three statuses: Pending, Delivered, or Received. This way, you’ll never be in the dark about whether or not your text messages have gotten through.

Multiple Attendee Calendar Events

Simplify calendar organization

Multiple Attendee Calendar Events

Filevine has always offered integrated calendaring, but our latest update adds a game-changer: support for multiple event attendees. Quickly add any necessary users to an event made on a Filevine calendar, and those dates will automatically be synced to the calendars of every invited team-member. This way, your users can stay in sync and organized across a heavy caseload.

New Custom Fields

More control over templates

New Custom Fields

With Filevine’s latest update to the Customs Editor, you have even more control over your firm’s templates and layouts.

Text List, URL List, Person List

Having more fields than necessary can be straining and visually unappealing. That’s why we’ve released the ability list multiple entries in certain field types. Person Fields, URL Fields, and Single Line Text Fields can now hold multiple values at once, without the need for additional fields.

 

Multiple Selections for Dropdown/Radio Buttons

One isn’t always enough. Some questions have more than one answer, and that’s a fact we’ve worked hard to accommodate with our latest update. Multiple Choice fields are now capable of accepting multiple selections. That means you can choose the right answer – or answers – for any situation.

How to Use Customs Editor

Vinesign Integration

Send eSignatures to Filevine

Vinesign Integration

If you are constantly gathering signatures, then you’ll want to take a look at the latest integration between Filevine and Vinesign. Vinesign allows you to send documents for e-signature over email or text. With this integration, you can have the document pull directly into your Filevine project as soon as the signature has been collected.

How to Use Vinesign

Copy Link to Vine

Share a conversation

Copy Link to Vine

Notes in Filevine are an easy way to see what’s happening in a case. Now with the Copy Link option, you can copy a link to that specific vine and use it any way you like. Share the link with a colleague, copy it into a reminder, or put it in a calendar event to remember the details of a meeting. Anyone opening the link will only be able to see the note if they have access to the project.

Global Role Assignments

Automatic tasks made easier

Global Role Assignments

Automatic task assignments are a hallmark of Filevine. You can set up your Taskflows to assign the right tasks to the right people using Project Roles. Now with Global Role Assignments you can auto-assign roles to specific team members on any new project!

How to Setup

 

Bar Number field added to Attorney Contacts

Keeping contact info organized

Bar Number field added to Attorney Contacts

Within the Attorney contact type, you can now add a lawyer’s Bar Number. Information from this field can also be pulled into reports.

Character Count on Texts

For a better SMS experience

Character Count on Texts

When sending a text, Filevine now displays the number of characters out of 160. For newer phones, longer texts will stitch together normally. For older devices, the text will separate into well-organized messages.

Document Properties

A visual update

Document Properties

We’ve updated the look of Document Properties so that you can see document details, make an update, or share a link within the same window. This makes updating document hashtags and reviewing recent versions quicker than before.

Edit Project Email Address

Make client-friendly emails

Edit Project Email Address

Every project within Filevine has its own email address. You can use this address to forward or BCC emails to a client’s project record. Now, project admins can edit this email address to make it easier to remember.

Report Scheduling

Automated reports on your schedule

Report Scheduling

Did you know you can schedule a report to send straight to your email? Within auto-report settings you can now choose to send by day of the week, day of the month, or month of the year.

Note & Comment Reactions

For quicker responses

Note & Comment Reactions

Make a quick confirmation, or share your reaction with others using the new reactions tool. Expand a note to add your reaction. You can also run a report to find which notes and comments have reactions attached to them.

Mass Update Project Permissions

Unlock your taskflow

Mass Update Project Permissions

We’ve made changes to the Mass Update Permissions tool that bring more control to project permission assignments than ever before. You can now use a saved report to select which specific projects you’d like to update permissions on and also assign roles to the selected user.

Pro Tip: Use the Mass Update Project Permissions/Roles tool to update your project roles, then update your Taskflow so that tasks get assigned to users with the proper project role.

Clear Assignee & Mention User

Clarify your tasks

Clear Assignee & Mention User

New! Clear Assignee: Want to convert a task back into a note? Use the Clear Assignee action at the bottom of the assignment dropdown to make the change.

 


New! Mention User: Do you want to notify a user of a note without assigning them a task? Now you can mention a user by adding a + before tagging their username.

Document Versioning

Update your docs and check revision history

Document Versioning

Need to make a quick change to a particular document? Now users can update their docs from the doc options menu. Click the action icon and select Update, then you’ll be able to upload the new file that you’d like to replace the current version with.

Need to see who made a change to a document? Opening the update window shows you the latest revisions to that file and will allow you to revert to a previous version if you need to.

All New Action Menu

New actions for vines

All New Action Menu

We’ve added an optional action menu at the bottom of any vine thread. Now when making a comment on a long thread, you can use the action menu at the bottom to complete the task, set a due date, or take you back to the top of the vine.

Pin to My Feed

Keep things top of mind

Pin to My Feed

Is there a vine that you need to hold onto? Maybe a note or task that you don’t want to get lost in your Activity Feed? Now users can pin a vine to to the top of their personal Feed. Even if you check “Got it” on a pinned item, it will remain at the top of your feed for safe keeping until it is unpinned.

Vines can also be pinned to the top of an Activity Feed within a project by the project admin. We’ve also updated reports so you can choose columns or select filters for whether a vine was pinned to a given project.

Reorder Contact Info

Customized contact cards

Reorder Contact Info

Users can now edit the order that a client’s phone numbers, emails and addresses appear in the contact details pop-up.

Task Links in Reports

Quicker access to tasks

Task Links in Reports

We’ve added links to the Task and Note reports that allow you to navigate directly to the task or note mentioned. Just click the link and it’ll take you to the vine, or conversation thread.

Document Sharing

Discover a new way to share docs

Document Sharing

We’ve added the ability to generate a shareable link on any document. Go to the option menu and select “Share Link”. From here you’ll be able to set security settings for accessing the document and then generate the shareable link.

In the share settings you can make the document available to anyone, protect it with a password, or give accessibility to only certain Filevine users. After creating a document link, you can edit or remove it anytime.

Email CC Chrome Extension

Email from within Filevine

Email CC Chrome Extension

We just made it easier to email from within Filevine! The new plugin “Email CC by Filevine” allows users to click on an email from within a Filevine project and compose their email while CC’ing the project email address. This will allow you to email your clients and retain a record in their project automatically.

Integrated Web Forms

Bring your web forms to life

Integrated Web Forms

You can now integrate the contact forms on your website with Filevine. We’ve added the ability to build web forms that will create new projects and map over contact fields directly into Filevine.

Integrate your Contact Us form to receive client contact information directly into Filevine. When a potential clients submits the web form, Filevine automatically creates a new project and attaches a contact record with the information from the form.

Filevine web forms now give your firm more control over the intake experience. Configure your online forms to capture vital information and build your task flows ensure sure your team never misses a new lead.

If you’d like to get access to this new feature, be sure to contact Filevine Support.