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
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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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Mastering Task Management in Legal Cases: A Game-changer for Your Firm
Managing high-stakes legal cases can be intense—one missed deadline or mismanaged task could jeopardize everything. In this post, find out how you can say goodbye to workflow chaos and hello to an organized, efficient team ready to meet every deadline and move complex cases forward with confidence.
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