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A Smarter Way to Collect Case Info: Using Client Portal Forms in Filevine

This webinar took place on 07/21/2025
What we’re covering

In this webinar, you’ll learn how to:

  • Build your first form to start collecting accurate, structured information from clients and contacts
  • Add custom fields, logic, and formatting that guide users through completion—reducing confusion and incomplete submissions
  • Set expiration rules, apply document tags, and enable translation settings to keep forms organized, timely, and accessible
  • Preview, publish, and manage forms directly within the Client Portal Manager—no extra tools needed
  • Track responses in real time and automatically route submitted data and documents into the correct Filevine projects—no manual entry
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