Communications
Coordinate Among Parties
Send client updates in bulk or triggered by case changes, ensuring timely communication.
Reduce manual outreach, allowing your internal staff to focus on higher-value tasks.
Personalize and tailor communication methods to better connect with clients.
Automate Case Updates
- Send automated flow messages: Automatically keep clients informed via email, in-app notifications, or text messages* triggered by project changes in Filevine.
- Target the right audience: Customizable enrollment criteria ensures your automated communications reach the right people at the right time.
- Avoid missed deadlines: Stay ahead of critical deadlines with automated, sequential messages to keep users informed.
- Personalize messages: Personalize legal client communication with specific case details using dynamic variables from the project.
*Denotes an add-on option. Please contact sales for more information.
Save Time with Bulk Messaging
- Send mass communications: Send bulk emails, in-app messages, or text messages* to users.
- Group with reports: Use Filevine reports to send communications to specific user groups.
*Denotes an add-on option. Please contact sales for more information.
Customize Communications
- Choose flexible delivery methods: Communicate with legal clients on their preferred terms: choose from email, in-app notification, text message*, or any combination of the three.
- Select optimal send times: Schedule the day and time for sending messages or send immediately.
- Share important documents: Add file attachments to emails.
- Strengthen your professional image: Include your logo and branding on communications for brand recognition.
*Denotes an add-on option. Please contact sales for more information.
Messaging Insights
- Test and refine: Test communications before sending them out to see how recipients will receive them.
- Track statistics: View message statistics including metrics such as sent, delivered, opened, bounced, dropped, and spam. Export the statistics into a CSV file for further analysis and reporting.
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Tips for Automating Legal Document Sharing & Client Communication
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