Free Webinar

What's New, What's Next: Lead Docket & Client Portal

See the features shipping now, and the AI-powered tools coming next, to help your firm qualify leads faster and keep clients in the loop at scale.

Your clients expect instant updates. Your intake team needs to know which leads are worth the callback. This session shows you how Lead Docket and Client Portal are evolving to solve both.

Join us on Tuesday, October 6th, 12 p.m.

Join us on Tuesday, October 6th noon MDT

Register for this Webinar

We respect your data. To see how we process and secure it, read our Privacy Policy

Who will be there

Who is Speaking in this Webinar?

Josh Hostilo

Product Director, Filevine

Stacie Smith

Sales Engineer, Filevine

What we’re covering

Gain Insights On:

Lead Docket

LOIS Lead Viability: Map up to 23 case types to your own intake categories and get AI-driven positive and negative indicators per case type.
UI Redesign: A cleaner, faster lead workflow with status at a glance, sticky navigation, and a layout built for speed. We'll show you how to turn it on early.

Client Portal

Bulk Invite: Send Client Portal invitations to multiple contacts at once, instead of inviting clients one by one like you have in the past.
Bulk Messaging: Preview the new Bulk Messaging tab. Build a filtered audience by project type, phase, contact type, tags, or age, and send one message to your entire list at once. It's the first native bulk-messaging capability in Filevine, built to replace the third-party tools firms pay for today.
Vinesign Integration: Send Vinesign signature requests directly through Client Portal. No more juggling separate tools or chasing signatures over email.

About us

More About Our Presenters

About the Host

As the leading legal work platform, Filevine is dedicated to empowering all organizations with tools to simplify and elevate complex, high-stakes legal work.