Advanced Task Management
Keep Cases On Track
Ensure Critical Tasks Aren’t Overlooked
Increase firm-wide productivity with Neodeluxe Advanced Task Management for Filevine to get work done using automated group task queues. Manage tasks for case management tasks directly in Filevine through the Neodeluxe Sidebar, a Google Chrome Extension.
Manage Tasks Directly In Filevine
No need to switch tabs—users can receive, manage, and complete tasks in Filevine using the Neodeluxe Sidebar.
- Request new tasks or claim manual tasks
- Mark tasks as completed, no longer needed, or re-assigned
- Enter disposition codes upon task completion
- Attach notes or relevant documents to tasks
- Snooze tasks for later or put them back in the queue
See Advanced Task Management in Action
Supercharge Your
Case Management
Products
Streamline Filevine case management from intake to closure with products including automations, a client portal, advanced task management in Filevine, and more.
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The Importance of Data Integrity for Law Firms
Precision is crucial in legal practice. Every document, date, and detail matters. One unauthorized change or inconsistency in case records can impact case outcomes, client relationships, and the firm’s reputation. If a firm can’t confidently show who edited information, what was changed, and when—it risks liability issues that can’t be defended against.
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