Home / Partners / RECORD + Filevine: Automate Treatment Tracking & More

RECORD + Filevine: Automate Treatment Tracking & More

Visit

Instantly automate treatment tracking and enhance client engagement with RECORD. No lengthy onboarding—sign up today and start using RECORD with Filevine by this afternoon.

Automate Client Engagement, Get Them On RECORD

Effortlessly automate treatment tracking and client interactions with RECORD. Seamlessly integrated with Filevine, RECORD syncs all client data automatically, minimizing manual tasks. With instant onboarding and a customizable, white-labeled app, RECORD offers a polished, professional experience for your firm and clients. Simplify client management and focus on building stronger cases with RECORD.

Key Features

Auto Add Clients

Automatically add clients to the RECORD app as soon as they’re entered in Filevine.

Auto Prompt Clients

Automatically prompt clients to complete relevant case-related tasks, ensuring nothing falls through the cracks.

Seamless Integration

Receive everything your clients submit directly in Filevine—no need to check another software.

White-Labeled App

RECORD can be customized to reflect your firm’s branding, offering a professional and consistent client experience.

Instant Onboarding

RECORD requires no complex setup; your team can begin using the app immediately after signup.

Watch How RECORD Transforms Client Engagement

Frequently Asked Questions (FAQs)

Yes, RECORD is designed to be user-friendly, ensuring that even clients with minimal tech experience can navigate and use the app with ease.

RECORD integrates seamlessly with Filevine, allowing you to continue using your current systems while adding enhanced client engagement and treatment tracking without disrupting your workflow.

No, RECORD is not a texting replacement and does not support two-way communication within the app. It is designed to automate client engagement and task management, with all data syncing directly into Filevine.

Yes, all client data and interactions recorded in RECORD are automatically synced with Filevine, keeping everything in one place

RECORD streamlines client engagement, significantly reducing the administrative workload on your staff. By automating routine tasks and ensuring consistent follow-ups, RECORD helps you stay on top of every case, leading to higher client satisfaction, improved firm efficiency, and better case outcomes.

RECORD ensures that only the attorney and their invited clients can access the information shared within the app. This secure setup aligns with current practices for email and texting, fully safeguarding all communications under attorney-client privilege.