Recording coming soon!
What we’re covering
Gain Insights On:
Lead Docket
- LOIS Lead Viability: Map up to 23 case types to your own intake categories and get AI-driven positive and negative indicators per case type.
- UI Redesign: A cleaner, faster lead workflow with status at a glance, sticky navigation, and a layout built for speed. We'll show you how to turn it on early.
Client Portal
- Bulk Invite: Send Client Portal invitations to multiple contacts at once, instead of inviting clients one by one like you have in the past.
- Bulk Messaging: Preview the new Bulk Messaging tab. Build a filtered audience by project type, phase, contact type, tags, or age, and send one message to your entire list at once. It's the first native bulk-messaging capability in Filevine, built to replace the third-party tools firms pay for today.
- Vinesign Integration: Send Vinesign signature requests directly through Client Portal. No more juggling separate tools or chasing signatures over email.
Helpful Resources
From Quick Fixes to Big Wins: How to Fully Leverage Filevine Support
WEBINAR
From Quick Fixes to Big Wins: How to Fully Leverage Filevine Support
Discover how to treat Filevine Support not just helpline, but as a full-suite product feature designed to keep your legal workflows fast and scalable.