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Even the most experienced Filevine users know first-hand how utterly confusing it can be to navigate its many features. This is especially true when you first set up your account. Filevine provides a very basic customizable setup, but this means that you will need to dedicate a significant amount of time to customize it.
Wired Help can not only help you begin the process to set up your account, but easily walk you through the many tools and features that will make your day-to-day work life easier.
After the initial set up, Wired Help can immediately boost productivity with complete development and customization of your Filevine. We will equip your team with expedient collaboration, centralize your case information, and integrate other apps and platforms. Eliminate the hassle and headaches. Spend your time doing what you are best at. Leave the tech to us!
Even the most experienced Filevine users know first-hand how utterly confusing it can be to navigate its many features. This is especially true when you first set up your account. Filevine provides a very basic customizable setup, but this means that you will need to dedicate a significant amount of time to customize it.
Wired Help can not only help you begin the process to set up your account, but easily walk you through the many tools and features that will make your day-to-day work life easier.
After the initial set up, Wired Help can immediately boost productivity with complete development and customization of your Filevine. We will equip your team with expedient collaboration, centralize your case information, and integrate other apps and platforms. Eliminate the hassle and headaches. Spend your time doing what you are best at. Leave the tech to us!
Setting up your Filevine is one thing… Setting it up correctly and efficiently is a whole other story. Many Filevine users are wasting valuable time and resources by not fully utilizing the many great tools and features or by simply setting it up incorrectly at the start. Some have duplicated tasks or set up their Filevine inefficiently, increasing the workload on their staff.
Most Filevine users can manage simple account setups such as adding users to your organization, setting up permissions for users, setting up your profile, syncing your calendar, enabling features, adding cases and projects, and more. However, not all Filevine users have enabled the many advanced tools that are available. Wired Help can easily enable you to set up Zapier or Workato integration, customs editor, document generation, taskflow, deadline chains, and so much more.
Not only does Wired Help optimize your Filevine, but also provides support and training to your team!
Sometimes there are too many documents to keep track of, especially with pending litigation. Wired Help ensures that all corresponding documents are uploaded and allocated to the correct location. Wired Help provides thorough document management for our clients.
You don’t have to be an economist to know there’s an opportunity cost associated with not having your Filevine up and running. As a business owner, there are more productive ways to use your time rather than dedicating an entire afternoon speaking with a Filevine representative. You could be doing a deposition, reviewing a motion, or going to court. You are in the business of pursuing money; we are in the business of making that pursuit easier. Focus on what you are good at.
Wired Help organizes all your leads in Filevine and integrates your leads throughout multiple platforms of your choosing. Easily be informed of critical information about every individual lead that you get in contact with. Get information on the lead sources, when your leads contacted you, and run reports to see how many leads each lead source provided you.
Stay in contact with each lead. Start a drip email campaign, send a text message, and even inquire about any conflicts–all easily accomplished through one application. Wired Help even has the capability to send a retainer through programs such as Docusign or Pandadocs, for example!
Whatever your needs, Wired Help will make sure your lead information is easily accessible.
Wired Help connects case costs, disbursements, and income directly from Quickbook into each Filevine project.
Connecting QuickBooks to Filevine allows for:
1. Accurate Numbers – Finances are synced and are able to be viewed inside Filevine.
2. Speed is simplified – the legal & business teams work within Filevine, while the finance teams work in Quickbooks. Having these connected allows for the speed between the two platforms to be simplified and allow for quicker results.
3. Visibility – the connection of these two platforms allows for transactions to be seen directly in Filevine and in QuickBooks the finance team can create checks & log billable expenses.
4. This feature allows users to integrate their quickbooks with Filevine. When a check is written to a medical provider, or any other entity, the check will be available under Filevine as well. This easy duplication prevents you from wasting time doing the same function manually.
Filevine is a complex software, which is why Wired Help teaches you all the hidden tips and tricks to best utilize the software.
Wired Help will connect your various mailboxes through our technology services so that emails will be routed to the correct Filevine project.
Having a Smart Mailroom is important because it:
1. Is highly compatible – this works with any scanner or devices that have a scanner attached to it.
2. It is a completely cloud-based solution – this doesn’t require any 3rd party software.
3. It streamlines the workflow – you can use a Filevine report to see all your new mail and then you have the ability to rename it, assign it to a Filevine project, or take any other action.
Wired Help has templates for numerous areas such as real estate, personal injury, mass torts, bankruptcy, and more. If you need it, we have it! We provide a logical and efficient way to control workflows, and you can use these templates in your Filevine within 6 weeks.
We have a library of over 200 merge documents that work seamlessly with the templates we provide. These can be customized by branding and labeling for your law firm, with your local laws, and takes out the guess work of what needs to be included within a letter or pleading.
These task flows will make it easy for your legal team to know who needs to do what and when. You can set different tasks and have them automatically generated in different phases and assigned to different people on your team. We can also help you decide whether a task should be in your task flow or in your tabs to avoid having a cluttered Filevine feed.
We can also help you with creating a firm Wiki, or an onboarding and offboarding training program, or human resources project.
Wired Help will code your documents so that you can use your templates with a push of the button. Automatically fill in the necessary information specific to your needs.
Fusion Reports allows multiple reports to be merged together – it saves you time and is easily accessible.
Populate deadline chains depending on whatever task you might have. This feature allows you to keep up various deadlines depending on courts, jurisdictions, etc.
A field specifically designed for Word files that replaces gender, age, dates, and other information with information found in your case management software. This aids in ensuring that all the names, dates, and other relevant information is correct when creating documents. This also cuts down on errors in your templates.
Automatic Hashtags are tags that you can automatically put on your cases. Whenever a project meets a certain criteria of your choosing, the hashtag will automatically be applied to that case so that you can easily filter for these types of cases and so that you can run reports based on this tag.
Set up automations that will automate certain actions! An example is if “x action” occurs, then “y action” will happen. You can automate such that if a lead is sent to your email it is sent to Slack and Filevine for example. This saves you a lot of manpower and money.
We can create a firm wikipedia of standard operating procedures for your firm. We can also create a Human Resources project so you can on board, offboard, generate write ups, and house all your employee information. Wired Help can also create training modules and standard operating procedures for each role in your company so that you can train new hires with ease.
We can provide the training or training videos to your staff members.
Lead Dockets provide consolidated lists of all your potential clients, where you can manage all of their information, send follow ups, update their status, view communications, request e-signatures, and more. If you do not want to purchase Lead Docket, we can buildout a similar function in Filevine so you do not have to.
We can move all the firm’s data from one case management system into Filevine.
Any mass torts that the firm might have (sex abuse, dangerous drugs, environmental products, defective products, etc), we can create a project for you to task out certain tasks, run reports, generate short form complaints and plaintiff profile sheets, and gather data efficiently.
Wired Help can assist in setting up your Workato or Zapier integrations:
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