In this Legal X 2021 recap, you’ll find updates to Filevine’s document management, including a new navigation view for folders, and new opt-in features for billing in Filevine.
The Docs Section of Filevine has a new navigation view, which allows drag and drop movement for files. Docs+ users also have new functionality for uploading folders.
Filevine users can now open a folder navigation view in the Docs section of a project. This view allows users to see an overview of their folder structure, and to navigate, rename, and create folders more easily. Users can also upload documents directly to a folder.
Selected documents can now be dragged and dropped from one folder to another by dragging the document to the desired folder in the navigation view.
Docs+ users can now upload complete folder structures into Filevine. This feature allows users to upload thousands of documents in a single action while maintaining their folder structure.
When folders are uploaded, their structure will be recreated in Filevine, with all folders and subfolders maintaining their same names and files.
Several billing features are now opt-in features in Filevine, including calendar and task-based billing time entries and billing in Outlook. Read more about each feature below.
Task Based Billing
Task based billing allows users to create time entries associated with a task in a project’s activity feed. Time details can be added to a task, and the task and time information can be added as a time entry when the task is marked complete.
Calendar Based Time Tracking
Billing time entries can now be created directly from completed calendar events. Users add time tracking details to a calendar event, and time entries will be added for each assignee with time tracking once the event is complete.
Billing in Outlook
Users of the Outlook Add-in can create billing time entries from the add-in. This feature enables users to easily enter time entries for email-related work.
Flat fee is a new billing entry type that allows users to add fees that are not time-dependent. The flat fee item is a way for users to add billing entries like a monthly retainer, which are neither an expense nor a time entry.