Filevine Howto
Filevine is an AI-powered legal case management software that provides a complete tech stack for law firms, including case management, document management, billing, and client communication tools.
View MoreHow to Use Filevine
Sign up for a Filevine account: Go to Filevine's website and request a demo or sign up for an account. You'll need to provide some basic information about your law firm.
Set up your firm's profile: Once your account is created, set up your firm's profile with details like practice areas, team members, etc.
Import or enter your case data: You can import existing case data or start entering new cases into Filevine. Add details like client information, case type, important dates, etc.
Customize your workflows: Set up custom workflows and task lists for different case types to standardize your processes.
Connect integrations: Connect Filevine to other tools you use like email, calendars, document storage, etc.
Set up document templates: Create document templates for common forms and letters you use.
Start managing cases: Begin using Filevine to track cases, assign tasks, store documents, track time, and manage your practice.
Generate reports: Use Filevine's reporting tools to analyze your firm's performance and case metrics.
Explore advanced features: As you get comfortable with the basics, explore more advanced features like AI tools, client portals, and automations.
Filevine FAQs
Filevine is a legal case management software that provides a complete legal tech stack for law firms. It includes features like case management, document management, time tracking, billing, lead management, and more.
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