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Ivan has been one of our case management system (CMS) custom editors for four years now. He helps streamline clients’ processes by customizing CMS platforms like Filevine, Clio, Documate, Lawcus, PracticePanther, and more.

CLIENT FEEDBACK:

Ivan

Tasks:
  • Modify tabs, fields, and sections

  • Set up phases and deadline chains

  • Create trigger buttons for automation

  • Code document templates

  • Build lead dockets

  • Create fusion reports

Facts:
  • He is well-versed in Filevine customization.

  • He had a degree in Computer Education.

  • In his free time, he’s out with his band, strumming guitar.

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