Unlock the Power of Personalization with Expanded Vitals
Expanded Vitals gives legal professionals the flexibility to track and manage the data that matters most to their roles. With up to 100 vitals per project, every team member can create a personalized dashboard that prioritizes critical information.
Examples of Vitals for Legal Teams
- For Attorneys: Highlight client deadlines, case milestones, and court dates to stay organized and ahead of every case detail.
- For Accountants: Focus on financial data, including billing, expenses, and payment statuses, to ensure accurate and efficient reporting.
- For Paralegals: Monitor document progress, communication logs, and task statuses for seamless case management.
By tailoring vital views to individual roles and responsibilities, Expanded Vitals simplifies workflows, boosts productivity, and enhances collaboration across your legal team.
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.
Read support documentation on Reference Fields.
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.
Read the support documentation on Expanded Vitals