Filevine integration overview

Automatically sync matters from Lawmatics to Filevine eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Filevine for efficient case management upon lead conversion.

Here’s what you get with this Lawmatics integration:

Automatic matter creation in Filevine upon lead conversion in Lawmatics
Custom field mapping options for data transfer
Synchronize contacts and related notes to their corresponding matter in Filevine
Manually sync matters or set it as an automation action
Update Filevine matters with any new Lawmatics additions by initiating a resync

Filevine integrates with these Lawmatics features

Matters

Files

Automations

Integration features

Matter sync

Lawmatics seamlessly integrates with Filevine, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in Filevine.

Custom field mapping

Map any or all of your Lawmatics fields to your Filevine fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Filevine matter.

Automation potential

Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.

Resync

This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding Filevine matter.

Details

Built by

Lawmatics

Category

Case Management

Requirements

Lawmatics subscription

Works with all Lawmatics plans

Lawmatics account permissions

No permissions required

Filevine account permissions

No permissions required

Lawmatics’ Filevine app support

support@lawmatics.com

800-883-1105 ext. 2

help.lawmatics.com

Resources

Help Center

Learning Center