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Doc Gen & Report Fusion Templates

We know building and migrating Document Generation Templates (“doc gen”) for Filevine is time consuming and frustrating. You have better ways to spend your valuable time, like managing your clients, your case load, your team, and your firm. That’s where Yessio comes in!

Doc Gens and Report Fusions are one of the most powerful core tools available for firms and companies that operate on Filevine. Doc gens create efficiency and accuracy in how data is exported for your team. This has been a timesaver for many firms that don’t want to spend their staff’s hours or lack the expertise in developing these. We’ve worked with over 100 + firms to make the process simple and seamless for your firm.

Sampling of Doc Gens:

  • Letters to people (clients, witnesses, adjusters, defendants, opposing counsel) and companies (insurance companies, state agencies, and defendant corporations)
  • Form documents in Word or fillable PDF templates that are distributed by local, state, and federal agencies
  • Demand letters, standard request letters, and settlement statements
  • Case Overview or Case Summary docs for export, intake documents, or other docs that collect & combine project/case data for export
  • Collection Section exports in Word or Excel

If you’ve been struggling to plan, design, and build working doc gens or Report Fusions within your Filevine Org, you’re in the right place!

“Our experience with Yessio was simply great. Thanks to their expertise, they understood exactly what was needed and was able to get our customized doc gen up and running in a timely fashion. This has improved our efficiency and overall service experience with our clients. We would definitely use their services again!”
– The Advocates Injury Attorneys

Document Quantity

5-30 Documents, 30-99 Documents, 100+ Documents

Vendors

Yessio is a family owned business that’s been providing business outsourced sales and client services for 15 years. Yessio creates doc gen and reporting templates for firms on Filevine.

Send the vendor an email or visit their website

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