- Step1: Set up your account by entering your personal information, including name, username, and email.
- Step2: Connect your calendar to sync your schedule with Filevine.
- Step3: Create a new project or case by entering the relevant details.
- Step4: Assign tasks and documents to specific team members.
- Step5: Use the document assembly tool to create legal documents efficiently.
- Step6: Monitor case progress through the dashboard and reporting features.
- Step7: Integrate other tools and platforms to enhance functionality.
- Step8: Use the client communication features to keep clients informed and updated.
- Step9: Customize project management settings to fit your firm’s specific needs.