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5:21
YouTube
Vineskills
Filevine's Client Portal: Setting Up Forms
Optimizer Jordan shows you how to set up effective intake forms within Filevine's Client Portal Manager, specifically for personal injury projects. She shows how to add fields (such as the date of intake and incident type), customize the layout, set expiration dates for forms, and tailor the messages that your clients receive. Get help using ...
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Filevine with LOIS | Legal AI for Firms, Corp & Gov
https://www.filevine.com
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Accelerate your legal practice by adding modern AI to your legal workflows. Filevine + LOIS …
Unlimited Data Storage · Automated Tasks · Client Texting · Track Caseloads
Types: Case Management, Document Management, Intake Management, Text To Case
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