Communications
Coordinate Among Parties
Speed Up Communication
Send client updates in bulk or triggered by case changes, ensuring timely communication.
Free
Internal Staff
Reduce manual outreach, allowing your internal staff to focus on higher-value tasks.
Enhance Client Experience
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
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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