7/11/25

Filevine's Client Portal: What the Client Sees When Setting Up the Client Portal from an Email

In this video, Optimizer Jordan shows what it looks like for your clients when they first set up Filevine's Client Portal. They'll receive an email invitation and a confirmation code and can easily install the Portal to receive communications and updates from your firm.

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Filevine's Client Portal: Setting Up Communications

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Lead Docket Free Help July: Pushing Leads into Filevine + Common LD Integrations