Tagging, phase actions, expense loading, archive cleanup, and taskflow helpers.
Case events trigger it, automation handles the rest. When a case is created, a phase changes, or a schedule fires, the task engine runs automatically: tagging records, applying templates, loading expenses, and keeping your case system organized without anyone lifting a finger.
Case-level operations inside the systems your firm already runs.
When you archive a case, any incomplete tasks get converted into tagged notes on the case. The work that didn't close stays on the record so anyone reviewing the case later can see what was outstanding when it shut.
Documents added to your case management system get hashtags applied automatically based on file type, source, or naming pattern. Downstream workflows watch those hashtags and pick up the work without anyone tagging by hand.
Each phase in your case lifecycle can carry a set of actions that fire when a case enters it: field updates, posted notes, tag changes. The case state reflects the phase change automatically.
When a Filevine taskflow runs, configured side effects fire alongside it: collection rows get duplicated, new cases get spawned, originals get archived. The surrounding work that goes with the taskflow happens as part of the same trigger.
AP, AR, and the money story behind them.
