Filevine Expert Needed – Custom Reports, Dashboards & Workflow Analytics (Ongoing)

Posted 4 days ago

Worldwide

Summary

About Us We are a fast-growing personal injury law firm looking for an experienced Filevine expert who specializes in reporting, custom reports, collections, dashboards, and workflow analytics. This is not a data entry position. We are looking for someone who understands how to extract meaningful information from Filevine and build reports that help manage a high-volume law practice. What We Need We need assistance creating and refining reports that track: Case phases and workflow Medical treatment status Settlement pipeline Demand tracking Litigation pipeline Task completion Aging reports Client communication compliance Missing records/billing Staff productivity Negotiations and settlements KPI dashboards Custom Collections reporting We're also looking for recommendations on improving reporting and identifying data we should be tracking. Qualifications You should have: Extensive experience with Filevine Reports Experience creating Collections Experience building Custom Reports Knowledge of Filevine Project Types Experience working with personal injury law firms (preferred) Ability to explain report logic in plain English Strong analytical skills Bonus experience includes: Filevine API Power BI Excel reporting Google Looker Studio Zapier Make.com Filevine Bots/Automations Deliverables Examples include: Custom reports Dashboard recommendations Workflow reports Staff KPI reports Settlement tracking reports Litigation reports Demand aging reports Case audit reports This Could Become Long-Term If you're knowledgeable with Filevine, this will likely become an ongoing relationship. We are continually improving our workflows and building new reports as our firm grows. To Apply Please answer the following: How many years have you worked with Filevine? Have you built custom reports for a law firm? Have you worked with personal injury firms? What types of reports have you built? Are you familiar with Filevine Collections and reporting limitations? Have you worked with the Filevine API? Please provide examples of Filevine reporting projects you've completed.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $15.00

    -

    $30.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
SAP Crystal Reports
Google Analytics
Nice-to-have skills
Tableau
SAP
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:4 days ago
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Nov 22, 2020
  • United States
    Houston6:50 PM
  • $578K total spent
    45 hires, 9 active
  • 53,964 hours

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