Unlock the Power of Personalization with Expanded Vitals
Empower your team to track what matters most with customizable, user-specific views and up to 100 vitals per project.
What Is Expanded Vitals?
Expanded Vitals is Filevine’s innovative tool designed to bring unparalleled flexibility and clarity to legal project management. This feature allows teams to track up to 100 vital data points per project type, removing the previous limit of 15 vitals. Each team member can now create a personalized view of the vitals most relevant to their role, ensuring everyone has the information they need to work efficiently.
With Expanded Vitals, legal professionals can streamline workflows, reduce information overload, and focus on delivering exceptional outcomes for clients. Whether it’s an attorney monitoring critical deadlines, an accountant managing financial data, or a paralegal tracking document progress, Expanded Vitals provides a tailored experience to meet diverse needs.
Key Features of Expanded Vitals
Up to 100 Vitals per Project Type
Expanded Vitals unlocks the potential to track up to 100 data points for each project type, far surpassing the previous limit of 15. This expanded capacity allows teams to document every critical detail without compromise, ensuring all relevant information is at their fingertips.
User-Specific Personalization
Each team member can now configure their vitals view to display only the information most relevant to their role. For example:
- Attorneys can prioritize deadlines and case-specific data.
- Accountants can focus on financial metrics like expenses and billing.
- Paralegals can track document status and communication logs. This user-specific personalization empowers every team member to work more efficiently and with greater focus.
Customizable Sort Orders
With the ability to reorder vitals for each project type, team members can arrange data points in the way that best suits their workflow. Drag-and-drop functionality makes it simple to prioritize key details and create an intuitive layout for quick reference.
Reference Fields for Enhanced Data Insights
Expanded Vitals introduces infrastructure for reference fields, enabling users to pull data from other sections within the same project type. This cross-referencing capability enhances data visibility and unlocks new opportunities for in-depth analysis and informed decision-making.
How Expanded Vitals Works
Expanded Vitals simplifies document workflows by giving every team member the tools to create personalized dashboards that prioritize the information they need most. This feature ensures that attorneys, accountants, and other legal professionals can focus on what matters without unnecessary distractions.
- For Attorneys: Build dashboards that highlight critical deadlines, client updates, and case milestones to stay ahead of every detail.
- For Accountants: Customize views to focus on financial data like billing, expenses, and payment statuses, ensuring accurate and efficient reporting.
- For Paralegals: Track document progress, communication logs, and other essential details for seamless case management.
By tailoring vitals views to individual roles and responsibilities, Expanded Vitals streamlines workflows across the entire team, boosting productivity and enhancing collaboration.
Benefits of Expanded Vitals
Save Time with Personalized Views
Expanded Vitals allows each team member to focus on the information that matters most to them. By eliminating distractions and streamlining access to critical data, legal professionals can save valuable time and work more efficiently.
Improve Collaboration and Reduce Information Overload
With user-specific personalization and customizable views, team members can collaborate effectively without being overwhelmed by irrelevant information. Everyone can stay aligned and focused on their unique responsibilities while contributing to shared goals.
Unlock Future Data Enhancements
Expanded Vitals lays the groundwork for advanced data capabilities, including the use of reference fields for cross-referencing information. This infrastructure not only enhances current workflows but also opens doors to future innovations in legal project management.
Real-World Use Cases
For Attorneys
Expanded Vitals empowers attorneys to stay on top of critical deadlines and manage client-specific data with ease. Personalized dashboards ensure that vital details like court dates, client updates, and case milestones are readily accessible, enabling attorneys to focus on delivering top-notch legal services.
For Accountants
Accountants can leverage Expanded Vitals to streamline financial management within legal projects. By customizing their dashboards to highlight key financial metrics such as billing, expenses, and payment statuses, accountants can ensure accurate reporting and efficient operations.