Better Together
Filevine lets you customize their case management software for your area of practice. You can centralize all case information, focus more attention on your clients, and never miss a deadline.
Filevine Firms Drive Delight & Growth
We are the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration to Filevine will radically transform how easily you can engage with your clients in a more delightful way. Happy clients will drive business growth.
Communications with
Filevine
Drives Results
Client Engagement
Enhanced Communication
Grow The Law Firm Business
Get to Know
Filevine
Filevine is a comprehensive legal case management software, crafted by legal experts for optimal customization, workflow efficiency, and seamless team collaboration.
Key Features of Filevine:
- Customized Solutions: Filevine adapts to your law firm's processes, offering templates for all types of matters and automating task assignments for greater efficiency.
- Task Management Simplified: Features an intuitive platform for assigning tasks, collaborating in real-time, and managing deadlines, ensuring your team stays on track.
- Client Communication Reimagined: Provides unique texting numbers for seamless, direct communication with clients, integrating text messages into case files for comprehensive interaction.
- Advanced Reporting Tools: Equips firms with deep reporting capabilities, enabling the creation of custom reports for detailed insights into firm performance, productivity, and marketing ROI.
Integration Highlights:
- Easy Integration Setup: Initiating integration with Case Status is streamlined, requiring only the Filevine API Key/Secret, paving the way for a quick and efficient setup process.
- Versatile Case Importing Options: Supports both bulk and individual case imports, offering nightly syncs or manual triggers to ensure your Case Status portfolio is always current.
- Seamless Communication Sync: Automatic syncing of messages and documents between Case Status and Filevine enhances client engagement and keeps case files up to date without manual intervention.
- Appointment Coordination: Directly schedule and manage appointments through Case Status, with reminders and updates synced to Filevine, ensuring no appointment is missed.
- Synchronized Case Progression: Updates in Filevine's phases are reflected in Case Status stages, allowing for accurate tracking of case milestones and enhancing workflow continuity.
This integration with Filevine leverages the strengths of both platforms to provide law firms with a robust solution for managing cases, communicating with clients, and analyzing firm performance, all designed to streamline operations and improve outcomes from intake to settlement.