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Products.
FILEVINE
In order to deliver a best in class application with top security, we are not able to support outdated browser versions. Please update yourbrowser to fully
A WORD TO OUR CUSTOMERS ON COVID-19 A Word to Our Customers on COVID-19. At Filevine we care deeply about our customers and the millions of clients & matters they represent. With the spread of novel coronavirus (COVID-19), you’re likely in the midst of important considerations about next steps and the safety of those you serve. This is a new threat that we have to fight in a FILEVINE HELP CENTER Basic Features. Everything you need to know to start working out of Filevine. Advanced Features. The tools to help you take your system tothe next level.
THE ULTIMATE LIST OF LAWYER JOKES If you laid all of the lawyers in the world, end to end, on the equator —- It would be a good idea to just leave them there. #186. A countryman between two lawyers is like a fish between two cats. Benjamin Franklin. #187. A lawyer’s dog, running about unleashed,beelines for a
10 STEPS TO BETTER LEGAL FILE NAMING CONVENTIONS You can duplicate that folder each time, and rename it after your new clients. 4. Keep File Names Short. If your name gets too unwieldy, you won’t be able to see the whole thing on your screen. Also, if your naming conventions require inserting everything, you risk moreinconsistency.
BASIC FILEVINE TRAINING COURSEBUILD A REPORT
The Report Builder contains four steps: the first three steps shape the report you need, and the fourth step allows you to view and configure the results. To begin, navigate to the Report Builder. Click on the main menu in the top left corner. In the dropdown menu,SPECIAL FIELDS
Special Fields. This article describes the function and use of the special custom fields “Case Number” and “Incident Date.”. These two custom fields have very specific uses. Speak with your Implementation Consultant before determining whether to use these special custom fields. ADD A USER – FILEVINE HELP CENTER Once a new user has been invited to Filevine and has set up their profile and account settings, the new user should be added to existing projects. There are three ways that this can be done automatically in Filevine. To add a user to all projects with an Org indiscriminately, use the Existing Projects tab in the Org > Members tool. This method THE OPERATING CORE FOR LEGAL The Operating Core for Legal | Filevine. Filevine acquires Outlaw | Read More ›. The Vine Platform. Manage your work. Vine Platform ›. Case and matter management, automated tasks and deadlines, team collaboration tools, data management, billing and timekeeping. The living, connected thread that pulls together your entire company. MoreProducts.
FILEVINE
In order to deliver a best in class application with top security, we are not able to support outdated browser versions. Please update yourbrowser to fully
A WORD TO OUR CUSTOMERS ON COVID-19 A Word to Our Customers on COVID-19. At Filevine we care deeply about our customers and the millions of clients & matters they represent. With the spread of novel coronavirus (COVID-19), you’re likely in the midst of important considerations about next steps and the safety of those you serve. This is a new threat that we have to fight in a FILEVINE HELP CENTER Basic Features. Everything you need to know to start working out of Filevine. Advanced Features. The tools to help you take your system tothe next level.
THE ULTIMATE LIST OF LAWYER JOKES If you laid all of the lawyers in the world, end to end, on the equator —- It would be a good idea to just leave them there. #186. A countryman between two lawyers is like a fish between two cats. Benjamin Franklin. #187. A lawyer’s dog, running about unleashed,beelines for a
10 STEPS TO BETTER LEGAL FILE NAMING CONVENTIONS You can duplicate that folder each time, and rename it after your new clients. 4. Keep File Names Short. If your name gets too unwieldy, you won’t be able to see the whole thing on your screen. Also, if your naming conventions require inserting everything, you risk moreinconsistency.
BASIC FILEVINE TRAINING COURSEBUILD A REPORT
The Report Builder contains four steps: the first three steps shape the report you need, and the fourth step allows you to view and configure the results. To begin, navigate to the Report Builder. Click on the main menu in the top left corner. In the dropdown menu,SPECIAL FIELDS
Special Fields. This article describes the function and use of the special custom fields “Case Number” and “Incident Date.”. These two custom fields have very specific uses. Speak with your Implementation Consultant before determining whether to use these special custom fields. ADD A USER – FILEVINE HELP CENTER Once a new user has been invited to Filevine and has set up their profile and account settings, the new user should be added to existing projects. There are three ways that this can be done automatically in Filevine. To add a user to all projects with an Org indiscriminately, use the Existing Projects tab in the Org > Members tool. This method IN-HOUSE COUNSEL & MATTER MANAGEMENT Central Location for Notes, Emails, and Documents. Sync your calendar and email with Gmail, Outlook, and more. Access your files from all corners of the globe. Get text and email message alerts for yourself, your staff, and clients for upcoming tasks, meetings, and deadlines. Communicate legal updates affecting your industry with a single click. TRAVEL | FILEVINE USER CONFERENCE Hotel and Travel Accommodations. Legal X is hosted at the Grand America Hotel in downtown Salt Lake City and offers attendees exclusive rates.The hotel is located 8-minutes away from the Salt Lake City International Airport and within walking distance of Salt Lake’s best shopping and dining. FORMAT ITEMS AND INSTRUCTIONS Format Items and Instructions. Filevine uses a system inspired by “ markdown " to format the text in notes, tasks, AutoTasks, and instructions widgets. A range of formatting is available, including bolding, italicizing, formatting as a header, hyperlinks, images, and more. Below is a table containing examples of the formatting availablefor
YOUR 2021 LAW FIRM PREPAREDNESS CHECKLIST Protect your firm and give your clients what they want with this preparedness checklist. Here are 8 things your colleagues and clients need from you this year: 1. Text your clients. If you haven’t added texting into your communication structure, what’s stopping you? Clients love it. And with text-to-case-file ability, lawyers,paralegals
ADD A USER – FILEVINE HELP CENTER Once a new user has been invited to Filevine and has set up their profile and account settings, the new user should be added to existing projects. There are three ways that this can be done automatically in Filevine. To add a user to all projects with an Org indiscriminately, use the Existing Projects tab in the Org > Members tool. This method FILEVINE CORE TRAINING (VIDEO) Filevine Core Training (Video) Matt Thorley. Updated 20 days ago. Follow. YouTube. Filevine Support. 265 subscribers. Filevine CoreTraining.
DOC GENERATION
Navigate to the Doc Generation Setup tool in the Advanced menu. Select the proper type, section, and field as needed, and then select the template you would like to rename. Once a template has been selected, you will see options in the top right corner. Click on the pencil icon to open the “Rename Document” window.SET UP API V2
Select “Create new key.”. Once you’ve logged into the portal site, select “Keys” from the site’s lefthand menu. Under “My API Keys,” select the blue “Create new key” button. Select the necessary scopes. Fill in the purpose of this key (“Zapier,” for example) and make sure to check the box for any scope you will need.SHARE YOUR CALENDAR
Share with Google Calendar or Office 365. Navigate to the Menu in the top left corner. Click on Setup. You should now be in the “My Profile” section. At the bottom of the page in the “Calendar Settings” section, find the icon for the calendar you wish to integrate with. Follow the steps to link to your primary Googleaccount or Office
HOW MEMORY IMPACTS CLIENT INTERVIEWS The more information we try to maintain in our working memory, the slower our processes become, we’re more prone to retrieval errors and memory inaccuracies. When you’re interviewing a client, you’re asking them to use a tremendous amount of their working memory, and they become suspect to cognitive overwhelm. Test Your Working Memory! THE OPERATING CORE FOR LEGAL The Operating Core for Legal | Filevine. Filevine acquires Outlaw | Read More ›. The Vine Platform. Manage your work. Vine Platform ›. Case and matter management, automated tasks and deadlines, team collaboration tools, data management, billing and timekeeping. The living, connected thread that pulls together your entire company. MoreProducts.
FILEVINE
In order to deliver a best in class application with top security, we are not able to support outdated browser versions. Please update yourbrowser to fully
A WORD TO OUR CUSTOMERS ON COVID-19 A Word to Our Customers on COVID-19. At Filevine we care deeply about our customers and the millions of clients & matters they represent. With the spread of novel coronavirus (COVID-19), you’re likely in the midst of important considerations about next steps and the safety of those you serve. This is a new threat that we have to fight in a FILEVINE HELP CENTER Basic Features. Everything you need to know to start working out of Filevine. Advanced Features. The tools to help you take your system tothe next level.
THE ULTIMATE LIST OF LAWYER JOKES If you laid all of the lawyers in the world, end to end, on the equator —- It would be a good idea to just leave them there. #186. A countryman between two lawyers is like a fish between two cats. Benjamin Franklin. #187. A lawyer’s dog, running about unleashed,beelines for a
10 STEPS TO BETTER LEGAL FILE NAMING CONVENTIONS You can duplicate that folder each time, and rename it after your new clients. 4. Keep File Names Short. If your name gets too unwieldy, you won’t be able to see the whole thing on your screen. Also, if your naming conventions require inserting everything, you risk moreinconsistency.
BASIC FILEVINE TRAINING COURSEBUILD A REPORT
The Report Builder contains four steps: the first three steps shape the report you need, and the fourth step allows you to view and configure the results. To begin, navigate to the Report Builder. Click on the main menu in the top left corner. In the dropdown menu,SPECIAL FIELDS
Special Fields. This article describes the function and use of the special custom fields “Case Number” and “Incident Date.”. These two custom fields have very specific uses. Speak with your Implementation Consultant before determining whether to use these special custom fields. ADD A USER – FILEVINE HELP CENTER Once a new user has been invited to Filevine and has set up their profile and account settings, the new user should be added to existing projects. There are three ways that this can be done automatically in Filevine. To add a user to all projects with an Org indiscriminately, use the Existing Projects tab in the Org > Members tool. This method THE OPERATING CORE FOR LEGAL The Operating Core for Legal | Filevine. Filevine acquires Outlaw | Read More ›. The Vine Platform. Manage your work. Vine Platform ›. Case and matter management, automated tasks and deadlines, team collaboration tools, data management, billing and timekeeping. The living, connected thread that pulls together your entire company. MoreProducts.
FILEVINE
In order to deliver a best in class application with top security, we are not able to support outdated browser versions. Please update yourbrowser to fully
A WORD TO OUR CUSTOMERS ON COVID-19 A Word to Our Customers on COVID-19. At Filevine we care deeply about our customers and the millions of clients & matters they represent. With the spread of novel coronavirus (COVID-19), you’re likely in the midst of important considerations about next steps and the safety of those you serve. This is a new threat that we have to fight in a FILEVINE HELP CENTER Basic Features. Everything you need to know to start working out of Filevine. Advanced Features. The tools to help you take your system tothe next level.
THE ULTIMATE LIST OF LAWYER JOKES If you laid all of the lawyers in the world, end to end, on the equator —- It would be a good idea to just leave them there. #186. A countryman between two lawyers is like a fish between two cats. Benjamin Franklin. #187. A lawyer’s dog, running about unleashed,beelines for a
10 STEPS TO BETTER LEGAL FILE NAMING CONVENTIONS You can duplicate that folder each time, and rename it after your new clients. 4. Keep File Names Short. If your name gets too unwieldy, you won’t be able to see the whole thing on your screen. Also, if your naming conventions require inserting everything, you risk moreinconsistency.
BASIC FILEVINE TRAINING COURSEBUILD A REPORT
The Report Builder contains four steps: the first three steps shape the report you need, and the fourth step allows you to view and configure the results. To begin, navigate to the Report Builder. Click on the main menu in the top left corner. In the dropdown menu,SPECIAL FIELDS
Special Fields. This article describes the function and use of the special custom fields “Case Number” and “Incident Date.”. These two custom fields have very specific uses. Speak with your Implementation Consultant before determining whether to use these special custom fields. ADD A USER – FILEVINE HELP CENTER Once a new user has been invited to Filevine and has set up their profile and account settings, the new user should be added to existing projects. There are three ways that this can be done automatically in Filevine. To add a user to all projects with an Org indiscriminately, use the Existing Projects tab in the Org > Members tool. This method IN-HOUSE COUNSEL & MATTER MANAGEMENT Central Location for Notes, Emails, and Documents. Sync your calendar and email with Gmail, Outlook, and more. Access your files from all corners of the globe. Get text and email message alerts for yourself, your staff, and clients for upcoming tasks, meetings, and deadlines. Communicate legal updates affecting your industry with a single click. TRAVEL | FILEVINE USER CONFERENCE Hotel and Travel Accommodations. Legal X is hosted at the Grand America Hotel in downtown Salt Lake City and offers attendees exclusive rates.The hotel is located 8-minutes away from the Salt Lake City International Airport and within walking distance of Salt Lake’s best shopping and dining. FORMAT ITEMS AND INSTRUCTIONS Format Items and Instructions. Filevine uses a system inspired by “ markdown " to format the text in notes, tasks, AutoTasks, and instructions widgets. A range of formatting is available, including bolding, italicizing, formatting as a header, hyperlinks, images, and more. Below is a table containing examples of the formatting availablefor
YOUR 2021 LAW FIRM PREPAREDNESS CHECKLIST Protect your firm and give your clients what they want with this preparedness checklist. Here are 8 things your colleagues and clients need from you this year: 1. Text your clients. If you haven’t added texting into your communication structure, what’s stopping you? Clients love it. And with text-to-case-file ability, lawyers,paralegals
ADD A USER – FILEVINE HELP CENTER Once a new user has been invited to Filevine and has set up their profile and account settings, the new user should be added to existing projects. There are three ways that this can be done automatically in Filevine. To add a user to all projects with an Org indiscriminately, use the Existing Projects tab in the Org > Members tool. This method FILEVINE CORE TRAINING (VIDEO) Filevine Core Training (Video) Matt Thorley. Updated 20 days ago. Follow. YouTube. Filevine Support. 265 subscribers. Filevine CoreTraining.
DOC GENERATION
Navigate to the Doc Generation Setup tool in the Advanced menu. Select the proper type, section, and field as needed, and then select the template you would like to rename. Once a template has been selected, you will see options in the top right corner. Click on the pencil icon to open the “Rename Document” window.CONTACTS SECTION
Contacts Section. The Contacts section displays all contacts associated with the project, including contacts from person fields added to the project template. In this section, users can also manually add contacts to the project as well as create entirely new contacts. Learn more about contacts. HOW MEMORY IMPACTS CLIENT INTERVIEWS The more information we try to maintain in our working memory, the slower our processes become, we’re more prone to retrieval errors and memory inaccuracies. When you’re interviewing a client, you’re asking them to use a tremendous amount of their working memory, and they become suspect to cognitive overwhelm. Test Your Working Memory!SHARE YOUR CALENDAR
Share with Google Calendar or Office 365. Navigate to the Menu in the top left corner. Click on Setup. You should now be in the “My Profile” section. At the bottom of the page in the “Calendar Settings” section, find the icon for the calendar you wish to integrate with. Follow the steps to link to your primary Googleaccount or Office
THE OPERATING CORE FOR LEGAL The Operating Core for Legal | Filevine. Filevine acquires Outlaw | Read More ›. The Vine Platform. Manage your work. Vine Platform ›. Case and matter management, automated tasks and deadlines, team collaboration tools, data management, billing and timekeeping. The living, connected thread that pulls together your entire company. MoreProducts.
FILEVINE
In order to deliver a best in class application with top security, we are not able to support outdated browser versions. Please update yourbrowser to fully
A WORD TO OUR CUSTOMERS ON COVID-19 A Word to Our Customers on COVID-19. At Filevine we care deeply about our customers and the millions of clients & matters they represent. With the spread of novel coronavirus (COVID-19), you’re likely in the midst of important considerations about next steps and the safety of those you serve. This is a new threat that we have to fight in a PERSONAL INJURY CASE MANAGEMENT SOFTWARE Personal Injury Case Management with Filevine. You’ve got a lot on your plate. Filevine helps you do more with less by providing one system to manage your cases. Have centralized control over incoming leads, generate documents, communicate with clients, and collaborate with colleagues — all securely, all confidentially, all in oneplace.
LEGAL X | FILEVINE USER CONFERENCE Attendees walked away with a thorough knowledge of Filevine and other tactics to help them thrive in the world of legal technology. With a remarkable lineup of speakers, partners, sponsors, and key exhibitors made up of the best in legal—Legal X proved to be the legal conference of 2021. Legal X 2021 is going to be even bigger andbetter.
THE ULTIMATE LIST OF LAWYER JOKES If you laid all of the lawyers in the world, end to end, on the equator —- It would be a good idea to just leave them there. #186. A countryman between two lawyers is like a fish between two cats. Benjamin Franklin. #187. A lawyer’s dog, running about unleashed,beelines for a
BASIC FILEVINE TRAINING COURSE 10 STEPS TO BETTER LEGAL FILE NAMING CONVENTIONS You can duplicate that folder each time, and rename it after your new clients. 4. Keep File Names Short. If your name gets too unwieldy, you won’t be able to see the whole thing on your screen. Also, if your naming conventions require inserting everything, you risk moreinconsistency.
BUILD A REPORT
The Report Builder contains four steps: the first three steps shape the report you need, and the fourth step allows you to view and configure the results. To begin, navigate to the Report Builder. Click on the main menu in the top left corner. In the dropdown menu,SHARE YOUR CALENDAR
THE OPERATING CORE FOR LEGAL The Operating Core for Legal | Filevine. Filevine acquires Outlaw | Read More ›. The Vine Platform. Manage your work. Vine Platform ›. Case and matter management, automated tasks and deadlines, team collaboration tools, data management, billing and timekeeping. The living, connected thread that pulls together your entire company. MoreProducts.
FILEVINE
In order to deliver a best in class application with top security, we are not able to support outdated browser versions. Please update yourbrowser to fully
A WORD TO OUR CUSTOMERS ON COVID-19 A Word to Our Customers on COVID-19. At Filevine we care deeply about our customers and the millions of clients & matters they represent. With the spread of novel coronavirus (COVID-19), you’re likely in the midst of important considerations about next steps and the safety of those you serve. This is a new threat that we have to fight in a PERSONAL INJURY CASE MANAGEMENT SOFTWARE Personal Injury Case Management with Filevine. You’ve got a lot on your plate. Filevine helps you do more with less by providing one system to manage your cases. Have centralized control over incoming leads, generate documents, communicate with clients, and collaborate with colleagues — all securely, all confidentially, all in oneplace.
LEGAL X | FILEVINE USER CONFERENCE Attendees walked away with a thorough knowledge of Filevine and other tactics to help them thrive in the world of legal technology. With a remarkable lineup of speakers, partners, sponsors, and key exhibitors made up of the best in legal—Legal X proved to be the legal conference of 2021. Legal X 2021 is going to be even bigger andbetter.
THE ULTIMATE LIST OF LAWYER JOKES If you laid all of the lawyers in the world, end to end, on the equator —- It would be a good idea to just leave them there. #186. A countryman between two lawyers is like a fish between two cats. Benjamin Franklin. #187. A lawyer’s dog, running about unleashed,beelines for a
BASIC FILEVINE TRAINING COURSE 10 STEPS TO BETTER LEGAL FILE NAMING CONVENTIONS You can duplicate that folder each time, and rename it after your new clients. 4. Keep File Names Short. If your name gets too unwieldy, you won’t be able to see the whole thing on your screen. Also, if your naming conventions require inserting everything, you risk moreinconsistency.
BUILD A REPORT
The Report Builder contains four steps: the first three steps shape the report you need, and the fourth step allows you to view and configure the results. To begin, navigate to the Report Builder. Click on the main menu in the top left corner. In the dropdown menu,SHARE YOUR CALENDAR
CUSTOMERS | FILEVINE Customers | Filevine. The Vine Platform. Manage your work. Vine Platform ›. Case and matter management, automated tasks and deadlines, team collaboration tools, data management, billing and timekeeping. The living, connected thread that pulls together your PERSONAL INJURY CASE MANAGEMENT SOFTWARE Personal Injury Case Management with Filevine. You’ve got a lot on your plate. Filevine helps you do more with less by providing one system to manage your cases. Have centralized control over incoming leads, generate documents, communicate with clients, and collaborate with colleagues — all securely, all confidentially, all in oneplace.
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. FILEVINE HELP CENTER Basic Features. Everything you need to know to start working out of Filevine. Advanced Features. The tools to help you take your system tothe next level.
TRAVEL | FILEVINE USER CONFERENCE Hotel and Travel Accommodations. Legal X is hosted at the Grand America Hotel in downtown Salt Lake City and offers attendees exclusive rates.The hotel is located 8-minutes away from the Salt Lake City International Airport and within walking distance of Salt Lake’s best shopping and dining. 10 STEPS TO BETTER LEGAL FILE NAMING CONVENTIONS You can duplicate that folder each time, and rename it after your new clients. 4. Keep File Names Short. If your name gets too unwieldy, you won’t be able to see the whole thing on your screen. Also, if your naming conventions require inserting everything, you risk moreinconsistency.
4 TIPS FOR WRITING BETTER LEGAL BRIEFS Things like automated workflows and productivity reports can help keep your mind at ease and your head down while in the writer’s room. 4. Think Digitally. More and more, judges are consuming their legal briefs through digital means. You should take it for granted that your brief may be read from a tablet, smartphone, or laptop, and structure HOW TO WRITE A KICK-ASS MOTION A legal motion is an all-purpose procedural device with which trial attorneys should be intimately acquainted. Submitting a motion enables you to approach the court directly and ask it to do something specific. It’s also a great opportunity to tell your story while educating the judge on the facts of the case and the law pertaining toit.
SET UP API V2
Select “Create new key.”. Once you’ve logged into the portal site, select “Keys” from the site’s lefthand menu. Under “My API Keys,” select the blue “Create new key” button. Select the necessary scopes. Fill in the purpose of this key (“Zapier,” for example) and make sure to check the box for any scope you will need.SHARE YOUR CALENDAR
Share with Google Calendar or Office 365. Navigate to the Menu in the top left corner. Click on Setup. You should now be in the “My Profile” section. At the bottom of the page in the “Calendar Settings” section, find the icon for the calendar you wish to integrate with. Follow the steps to link to your primary Googleaccount or Office
THE OPERATING CORE FOR LEGAL Case management software including matters, investigations and projects. Trusted by 25,000+ legal professionals. Get a Demo today!FILEVINE
In order to deliver a best in class application with top security, we are not able to support outdated browser versions. Please update yourbrowser to fully
A WORD TO OUR CUSTOMERS ON COVID-19 At Filevine we care deeply about our customers and the millions of clients & matters they represent. With the spread of novel coronavirus (COVID-19), you’re likely in the midst of important considerations about next steps and the safety of those you serve. FILEVINE HELP CENTERFILEVINE APPFILEVINE JOBSFILEVINE REVIEWS Basic Features. Everything you need to know to start working out of Filevine. Advanced Features. The tools to help you take your system tothe next level.
THE ULTIMATE LIST OF LAWYER JOKES The Vine Platform Manage your work Vine Platform ›. Case and matter management, automated tasks and deadlines, team collaboration tools, data management, billing and timekeeping. 10 STEPS TO BETTER LEGAL FILE NAMING CONVENTIONS More Products Power your business Lead Management › Document Management › Contract Management › Business Analytics › E-signatures ›. Intake and lead tracking, powerful business analytics, marketing automation, document automation and unlimited storage, e-signature. BASIC FILEVINE TRAINING COURSESPECIAL FIELDS
This article describes the function and use of the special custom fields “Case Number” and “Incident Date.” These two custom fields have very specific uses. Speak with your ImplementationConsultan
BUILD A REPORT
Introduction This article describes how to run a report, how to build a report in the Report Builder, and how to save and export those reports. Attorneys need to quickly evaluatSHARE YOUR CALENDAR
THE OPERATING CORE FOR LEGAL Case management software including matters, investigations and projects. Trusted by 25,000+ legal professionals. Get a Demo today!FILEVINE
In order to deliver a best in class application with top security, we are not able to support outdated browser versions. Please update yourbrowser to fully
A WORD TO OUR CUSTOMERS ON COVID-19 At Filevine we care deeply about our customers and the millions of clients & matters they represent. With the spread of novel coronavirus (COVID-19), you’re likely in the midst of important considerations about next steps and the safety of those you serve. FILEVINE HELP CENTERFILEVINE APPFILEVINE JOBSFILEVINE REVIEWS Basic Features. Everything you need to know to start working out of Filevine. Advanced Features. The tools to help you take your system tothe next level.
THE ULTIMATE LIST OF LAWYER JOKES The Vine Platform Manage your work Vine Platform ›. Case and matter management, automated tasks and deadlines, team collaboration tools, data management, billing and timekeeping. 10 STEPS TO BETTER LEGAL FILE NAMING CONVENTIONS More Products Power your business Lead Management › Document Management › Contract Management › Business Analytics › E-signatures ›. Intake and lead tracking, powerful business analytics, marketing automation, document automation and unlimited storage, e-signature. BASIC FILEVINE TRAINING COURSESPECIAL FIELDS
This article describes the function and use of the special custom fields “Case Number” and “Incident Date.” These two custom fields have very specific uses. Speak with your ImplementationConsultan
BUILD A REPORT
Introduction This article describes how to run a report, how to build a report in the Report Builder, and how to save and export those reports. Attorneys need to quickly evaluatSHARE YOUR CALENDAR
CASE MANAGEMENT SOFTWARE Case Management Software with over 20,000 pro-active users. See why business' thrive on Filevine. Get A Demo Today. CUSTOMERS | FILEVINE Century Park Law Group. Century Park Law Group was founded five years ago, but its founders have much longer histories as trial lawyers. Sam Tabibian, Sahm Manouchehri, and Robert L. Booker combined their decades of wisdom and experience to create a firm focusing on improved client care throughout the personal injury lawsuit process. LEGAL X | FILEVINE USER CONFERENCE Join Filevine for Legal X 2021, September 27-29, in Salt Lake City to learn from the brightest minds in legal tech and connect with otherFilevine users.
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.BUILD A REPORT
Introduction This article describes how to run a report, how to build a report in the Report Builder, and how to save and export those reports. Attorneys need to quickly evaluat AGENDA | FILEVINE USER CONFERENCE L/X Agenda. ©2021 Legal X. All rights reserved. ADD A USER – FILEVINE HELP CENTER This article will run through all of the steps to take when adding a new user to Filevine. These steps include are creating an email, setting up a profile and account, and choosing the new user’s permissions and roles. FILEVINE CORE TRAINING (VIDEO) Articles in this section. Basic Filevine Training Course; Filevine Core Training (Video) Filevine Core Training (Video)WWW.FILEVINE.COM
www.filevine.com
CONTACTS SECTION
The Contacts section displays all contacts associated with the project, including contacts from person fields added to the project template. In this section, users can also manually add contacts to the project as well as create entirely new contacts. Join us for LEGAL X | Filevine User Conference // Sept 17-19,2019Learn More
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* Legal Case Management * Corporate Legal Software* Features
* Project Management & Collaboration* Workflow
* Text-to-Case-File
* Deadlines
* Reports
* Records
* Settlement Calculator * Bill & Expense Tracking * Super-Easy Interface* Edit in Place
* Audit Report
* Filevine Periscope* Auto-hashtags
* Filevine Fax
* Filevine Fusion
* Resources
* New Features
* Our Partner Network* Case Study
* White Paper
* Support
* Blog
* Get A Free Demo
* Login
* United States
* Canada
__
* Product
* Legal Case Management * Corporate Legal Software* Features
* Project Management & Collaboration* Workflow
* Text-to-Case-File
* Deadlines
* Reports
* Records
* Settlement Calculator * Bill & Expense Tracking * Super-Easy Interface* Edit in Place
* Audit Report
* Filevine Periscope* Auto-hashtags
* Filevine Fax
* Filevine Fusion
* Resources
* New Features
* Our Partner Network* Case Study
* White Paper
* Support
* Blog
* Get A Free Demo
* Login
* United States
* Canada
CASE MANAGEMENT SOFTWARE FOR LEGAL PROFESSIONALS You need the time to fight for your clients, and Filevine fights to give that time to you. Schedule your Free Demo today CUSTOMIZE FOR ANY PROJECT Our Case Management Software reshapes itself to meet your needs. Customize your special features, teams, your task flows, and experience the limitless flexibility of Filevine.__
COLLABORATE WITH YOUR TEAM Filevine lets you communicate clearly without interrupting each others’ workflows. Share and edit documents, assign tasks and connect calendars to stay in sync and on time. COMMUNICATE WITH YOUR CLIENTS Give your clients the attention they crave by sending and receiving texts directly from their file. Collaborate with independent contractors. Collect e-signatures in an instant. Filevine’s platform is intuitive, reliable, and secure enough to connect your entirenetwork.
GET BETTER INSIGHTS
Analytics from our Case Management Software is at your fingertips. Run custom reports, visualize your data in clear, compelling charts. The Case Management System with the most visibility.MORE BENEFITS
CLOUD-BASED
Filevine is accessible in the office and on-the-go. Go paperless with both desktop and mobile version that keeps you flexible and secure.WORKFLOWS
Establish a winning process with specific task assignments and automatic workflows. Collaborate with your team to bring the case toclose.
DOCUMENT MANAGEMENT
Keep a record of all documents in one secure place. Share with team members and clients and gather signatures by text.CUSTOM REPORTS
Make your data work for you with limitless custom reports and creative dashboard. Get alerted on the information you care about. CALENDARS & DEADLINES Know your deadlines. See them appear in your calendar automatically, so you’re always on top of things.INTEGRATIONS
Filevine integrates with a number of leading tools to help you get work done. Leverage these partnerships to take your business further. SEE THE LIST OF EVERYONE WE PLAY WELL WITH ›*
> “We can connect tasks, alerts, and assignments to specific dates > that appear in our daily task feeds so everyone knows what’s > coming down the pipeline and when it needs to be done.” Mandee | United Legal Group*
> “We were able to stop worrying about documents getting lost or > forgotten about on a desktop. We can access them right from their > corresponding case in the office or on the go. Genius.” Jacqueline | Bighorn Law*
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