In Filevine, cases, or matters, are called "projects." In most circumstances, a project holds all information for one case. This article will discuss the major pieces of a project. Learn how to create a new project or learn more about projects.
The type and number of sections, vitals, and phases in a project vary based on the project’s “project type” sometimes referred to as a template. Firms may have one project type or multiple project types, depending on the variance between case types. A project type is set up and designed in the Customs Editor Advanced tool.
Main Client Contact Card
Each project in Filevine is associated with a main contact card. A contact card contains information about the client, like their address, contact information, DOB, SSN, and more. Contacts can be used as main contact cards in multiple projects, or in person fields in a project, if that contact is, for example, a witness or defendant.
A client contact card is added to the project when the project is created, and often serves as the name for the project. In the project, the client’s name and profile picture appear in the upper lefthand corner of the project. Click on the contact name or profile picture to open the client contact card, and then click edit to add, remove, or edit any existing information.
Sections store organized information about the client or case. The number and type of sections are dependent on the project type, which is built in the Customs Editor Advanced tool. A section can be either a custom section or one of several types of built-in sections. Custom sections are built out by the firm using the Customs Editor; you can learn more about custom sections here. To learn more about built-in sections, explore our sections page.
The sections of a project are listed in a menu on the lefthand side in a project. Sections are also able to change visibility using flex sections based on the project’s phase, meaning that not all sections need to be visible at once in a project. Clicking on a section in this menu will take you to the section, where you can view and enter information.
Built-in sections will have more specific uses. For example, the Docs section will contain and organize all the documents in a project, and the Activity Feed section will track all notes, tasks, texts, and faxes (if applicable) for a project.
The vitals in a project mirror important details of the case. The vitals reflect information entered somewhere else in the project and make it accessible at a glance. Nearly any field in your project can be summarized in a vital. Popular vitals include Statute of Limitations date and Meds and Expenses totals. The number and choice of vitals is dependent on the project type built in the Customs Editor. A project can have up to fifteen vitals.
Vitals are listed in the top right of your project, next to phases and any project hashtags. Clicking on any vital in this list will take you to the relevant section.
You can click on “More Vitals” to open the vitals window and view all of the project’s vitals.
Phases allow you to track and report on the progress of a case based on its current status, from start to finish. Specific tasks can also be associated with a phase, meaning that switching a project to a new phase can trigger a taskflow. Phases, and the taskflows associated with them, are dependent on the project’s project type built in the Customs Editor.
Phases live in the top right of the project’s screen. The current phase will be shown.
Clicking on the current phase will open a dropdown menu or a window displaying all phases. Click on another phase to move the project to that phase.
The “Archived” phase will always be the last phase for a project, and acts a little differently than the other phases. Learn more about the archived phase.