7/16/25

Filevine's Client Portal: How to Set Up a Timeline

Timelines in Filevine's Client Portal help keep your clients up-to-date with the latest updates and progress in their case. Optimizer Jordan demos how to create Timelines from existing templates or start from scratch. Note that you'll need to have at least one timeline activated for the Client Portal to function properly. She also shows how to customize Timelines for different case types, such as personal injury or motor vehicle accidents.

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Filevine's Client Portal: What the Firm Sees When Sending & Receiving Messages

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Filevine's Client Portal: How to Turn On the Client Portal in a Case