Forms
Collect Information with Ease

Streamline Data Collection

Streamline Data Collection

Gather essential case information and directly upload information to the Filevine project upon submission.

Customize<br>Forms

Customize
Forms

Use the advanced form builder to tailor forms exactly to your needs using Filevine static and collection section and contact card fields.

Share<br>Seamlessly

Share
Seamlessly

Automatically assign forms through flows, or allow users to update forms at any time in their project dashboard.

Form Customization

  • Capture essential case information: Choose from different Filevine sections and contact card fields.
  • Tailor form design: Drag-and-drop functionality allows you to rearrange fields to create user-friendly forms.
  • Customize field names: Customize the display name of a Filevine field on the form.
  • Make it seamless with conditions: Customize field visibility based on user inputs, ensuring relevant data is collected.
  • Review form history: Access edit history to track changes over time.

Advanced Form Features

  • Create dynamic forms: Use conditional logic to customize the visibility of form fields based on other field inputs.
  • Update contact cards: Add contact card fields to forms to request updates to Filevine contact cards.
  • Prevent incomplete submissions: Use mandatory fields to require specific fields to be filled out before form submission.
  • Keep critical data intact: Display information to users with view-only fields.
  • Guide users: Provide context or instructions with up to 1500 characters for description fields.

Diverse Form Types

  • Update information at any time: Give users flexibility for updates at any time with static forms.
  • Automate form assignments: Reduce manual follow-ups with automated flow form assignments for legal intake forms and follow-ups, ensuring timely submissions.
  • Submit project information directly to Filevine: Use project forms* to allow internal teams to update specific sections in Filevine.

*Denotes add-on option. Contact sales for more information.

Supercharge Your
Case Management

Products

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

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