Automated Flows
Keep Cases Moving Forward

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Automate
Messages

Automatically send messages and tasks to users based on project changes.

Streamline Data Collection

Assign tasks to request documents and other vital case information from users.

Keep Cases Moving Forward

Ensure case progress by using advanced sequencing to send follow up messages and tasks.

Flexible Flow Criteria

Automate data collection: Use flow automations to seamlessly collect documents and case information from users.
Target the right users: Tailor entry and exit criteria options based on Portal or Filevine project changes for precise control of message and task recipients and timing.
Handle complex flows with ease: Use “and/or” logic and multiple criteria options to ensure seamless automation.

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Streamline Tasks

Simplify data collection: Create automatic tasks for form or document collection.
Keep cases on track: Set due dates based on a number of days or weeks.
Streamline task management: Users can view, access, and complete tasks directly from their portal dashboard.
Ensure continuous progress: Prevent missed deadlines with automated follow-ups and reminders.

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Automate Case Updates

Keep clients informed: Send automatic updates about phase changes, date changes, or any other relevant case information via email, SMS*, or in-app notifications.
Avoid missed deadlines: Proactively manage deadlines with automated, sequential messages.
Personalize messages: Deliver tailored communications by incorporating specific case details with dynamic variables.

*Denotes an add-on option. Please contact sales for more information.

Start Automating Case Communications

Track Flow Activity

Stay informed: Generate a Filevine Activity Note automatically when messages are sent, tasks are completed, and more.
Gain insights into messages: Access detailed statistics for messages sent via flows.
Monitor flow activity: Stay informed on the number of projects that have entered and exited a flow.
Analyze flow performance: Display flow statistics using charts and graphs for easy interpretation and export into a CSV file for further analysis and reporting.

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Explore the Power of the Neodeluxe Client Portal

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Case Management

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Streamline Filevine case management from intake to closure with products including automations, a legal portal to automate tasks, and more.

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If you’re seeking support for Neodeluxe products or services, please check out our support website for assistance.

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Tips for Automating Legal Document Sharing & Client Communication

Join Neostella and Filevine for expert tips on using automated flows to improve client communication, Filevine document management strategies, and more.

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