FileVine Workflow Automation Video with TaskFlow

⁣USE TASKFLOW TO:

Connect with clients faster

Get alerted about new clients as soon as they sign up
Assign client-contact tasks to the right team members automatically
Pave a road to higher settlements
Release autotasks based on a case’s current status
See what processes yield results and what processes should be refined
Simplify records collection
Trigger stand-alone taskflows for each provider involved in a matter
Run multiple taskflows on each case to standardize every process
Give your team the information they need
Generate autotasks with case-specific information
Include names, phone numbers, incident descriptions, and any other case details in autotasks