#IntakeAutomation
Forms Are Now Live in Client Portal 📄

Tired of chasing down client info, retyping data, or digging through emails? Simplify client data collection with the ability to send forms securely through the portal.

Learn more: tinyurl.com/mr2fy5hj

#Filevine | #LawTech | #ClientPortal | #IntakeAutomation
July 9, 2025 at 3:39 PM