Forms
Collect Information with Ease
Streamline Data Collection
Gather essential case information and directly upload information to the Filevine project upon submission.
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
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.
- Make it seamless: 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.
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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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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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