A Smarter Way to Collect Case Info: Using Client Portal Forms in Filevine

This webinar took place on 07/21/2025

What we’re covering

In this webinar, you’ll learn how to:

Build your first form to start collecting accurate, structured information from clients and contacts
Add custom fields, logic, and formatting that guide users through completion—reducing confusion and incomplete submissions
Set expiration rules, apply document tags, and enable translation settings to keep forms organized, timely, and accessible
Preview, publish, and manage forms directly within the Client Portal Manager—no extra tools needed
Track responses in real time and automatically route submitted data and documents into the correct Filevine projects—no manual entry

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