• 10/13/26

#TipTuesday: Adding Field Merge Codes to Filevine Task Flows

Any task that says “Send request for records to provider” still leaves your team digging for who that provider is. Optimizer Chantelle shows how adding field merge codes to your task flows puts the provider’s name and phone number right in the task text.

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Free Help Wednesdays: Finance Skills—Case Cost Tracking with Filevine and QuickBooks