Filevine PI System Setup – 1 Week Project We are hiring an experienced Filevine specialist to complete a Personal Injury (PI) system buildout within one week. This is a short-term setup project only — no ongoing file management. Scope PI Project Template • Build structured case phases (Intake → Treatment → Demand → Negotiation → Settlement → Disbursement) • Configure essential custom fields • Set statute tracking logic • Establish naming conventions Net Settlement Sheet • Configure contingency fee % logic (pre-suit vs litigation) • Auto-calculate attorney fees • Track expenses and medical liens • Auto-calculate client net recovery • Test all formulas for accuracy Document Automation Build automated templates for: • Letter of Representation (LOR) • Fee Agreement / Contract • Demand Letter All templates must correctly pull merge fields. Workflow Automation • Phase-based task triggers • Demand follow-up reminders • Statute deadline alerts Deliverables • Fully configured PI template • Functional net sheet with tested calculations • Working with automated templates • Brief walkthrough of the system Requirements • Advanced Filevine configuration experience • Experience building PI systems and net sheets • Ability to complete within 1 week • Fixed-price, milestone-based To confirm you read this post, begin your proposal with “VineBuild.”