Vitals

The information included near the upper right-hand corner of each project is known as the Vitals. 

Vitals are customizable according to each project type, and the information reflected here can be pulled from any field within a project section. Crucial information that your team wishes to see as soon as a project is opened (such as SOL dates and total cost of medical bills) should be reflected in these Vitals.

The Vitals can be customized in the Customs Editor by someone with that Advanced Tool.

In the Vitals, you will notice that Filevine will generate an email address and texting number for each project. Messages sent to this email address or text number will appear in the Activity Feed (emails can be received but not sent from Filevine). This allows your team to keep all the case information in one area and stay up to date on what is happening with each client. For more information regarding opening a texting line, please see Generate Text Number.