Take the guesswork out of managing your firm. Get a regular report of everything you want to know about your firm.
Personalize case templates by adding fields for your most important KPIs. Advanced workflow automation helps you control accuracy by issuing automatic tasks and providing instructions for data-entry to your team.
Everything in Filevine is reportable, from notes and tasks to field entries and calendar events. By centralizing case management and reporting into one seamless system, you can empower your decision-makers and elevate your practice.
Quickly gain data-backed insights about your team, your caseload, or your law firm as a whole. Use audit reports to analyze team performance and create custom-tailored caseload reports with just a few clicks.
Filevine comes equipped with useful reports, like caselists, tasklists, calendar reports, and much much more. These are available to run without configuration and can provide a general overview of your law firm in seconds.
Filevine puts the power of advanced custom reporting into the hands of decision-makers. Keep your law firm growing the right way with easy-to-use and powerful tools.
Access the information you need without jeopardizing your workflow. Saved reports can be accessed from anywhere in Filevine with just a few clicks. Share reports directly with other team members, or export reports to .xlsx format to share with others.
Power-up with Filevine Periscope to see your data in a whole new way. Drill-down in any dashboard to see raw data-sets and make more informed decisions about your law firm.
Configure your reports to auto-deliver to your email inbox on a daily, weekly, monthly, or yearly basis. With Filevine Periscope, your cloud-hosted dashboards will be updated live with fresh data from your caseload.
Run team audit reports to analyze process slow-downs and identify departments in need of more staff. Filevine Periscope can visualize your data to make this kind of decision easier and more reliable.
Compare case analytics and process efficiencies to gauge how your team is handling the current caseload, and determine how many additional open cases you can add before losing efficiency.
Use audit reports to identify your top performers and highlight training opportunities. Compare task completion rates, cumulative actions taken, and other factors to streamline your law firm.