7/14/25

Filevine's Client Portal: Turning On Immediate Notifications for Client Portal Messages

If your firm is using Filevine's Client Portal, we recommend turning on immediate notifications for client responses to ensure that you don't miss a message. Optimizer Jordan shows how to set up immediate notifications and demos the steps required to access notification settings and toggle on alerts for incoming messages.

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Filevine's Client Portal: What the Client Sees When Your Firm Sends a Message

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Filevine's Client Portal: Setting Up Communications