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Automated Flows
Keep Cases Moving Forward

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Automate<br>Messages

Automate
Messages

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

Streamline Data Collection

Streamline Data Collection

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

Keep Cases Moving Forward

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.
  • Track task status: Stay informed on user progress and know when to intervene to keep cases moving forward.
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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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