Filevine
Where can you find a client's preferred language?
Contact Card
How can you tell if a client has viewed the Vinesign link that was sent?
Check the History.
Mass Torts: What section in Filevine do we add the plaintiff?
Case Parties
Enjoys doing permanent jewelry.
Mandie
TBNT
Thank You But No Thank You
In Filevine, where can you locate the Billing Timer?
Top right of the page, next to LOIS.
If someone receives a Vinesign link and does not want to sign it due to errors, what is your first step in Vinesign?
Expire the Vinesign.
Environmental: What section do we add the intake notes?
Speaks 5 languages.
Ana
SOL
Statute of Limitations
In the Case Support Filevine project where can you locate SOPs?
Training/Education
A client contacts the firm claiming they didn't sign the fee agreement, yet the Vinesign shows completed. What evidence would you review first?
Vinesign Verification form.
SA/HT: In Filevine, what section is the welcome packet generator located?
Under Case Summary - Doc Gen.
Enjoys picking up new hobbies, such as reading, painting, and cooking.
Aliyah
MTBR
Motion to Be Relieved as Counsel
True or False: Every project type has the same sections in Filevine
False
In Vinesign, what status shows when the client viewed the document sent but has not yet signed?
In Progress.
Deceased: For an unfiled deceased client (environmental build), what section in Filevine do we add the deceased individual and then their estate?
Plaintiffs: Estate card of deceased client
Followed her older sister to San Diego, who moved here to attend SDSU
Camille
PACP
Potential Additional Case Party
True or False: You can search up a case by just the Project ID.
True.
In the Message Settings, what are the two language options given?
English, Spanish.
Mass Comm: What data in Filevine is used to determine the point of contact for #Incapacitated-Adults mass communications?
Use to bedazzle shirts as a hobby, and loves animal prints.
Grace
HIPAA
Health Insurance Portability and Accountability Act