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Filevine Integration

Enhance your case management workflow by connecting VerdictFlow with Filevine's powerful legal project management platform.

Key Features

Project synchronization
Document management
Task automation
Contact integration
Activity tracking
Custom field mapping
Notes synchronization
Team collaboration

What Gets Synced

Projects & Cases

Seamless synchronization of case details and project data

Documents & Files

Centralized document management across platforms

Team Communication

Integrated messaging and collaboration tools

Contact Management

Unified client and team member directory

Automated Workflows

Case Updates

Automatically sync case status changes and updates between systems

Document Filing

Auto-file documents in the correct project folders

Task Creation

Create and assign tasks based on case events

Getting Started

1

Connect Filevine

Link your Filevine account with VerdictFlow

2

Configure Settings

Set up your sync preferences and field mappings

3

Begin Integration

Start managing cases across both platforms seamlessly

Advanced Features

Custom Field Mapping

Map custom fields between VerdictFlow and Filevine to ensure all your important data syncs exactly how you need it.

Advanced Permissions

Set granular permissions for team members to control access and maintain security across both platforms.

Frequently Asked Questions

Is this compatible with my Filevine subscription?

Our integration works with all Filevine subscription levels. Some advanced features may require specific Filevine permissions or add-ons.

How secure is the integration?

We use industry-standard encryption and security protocols. All data transfers are encrypted, and we maintain strict compliance with legal data protection requirements.

Can I customize the automation rules?

Yes, you can create custom automation rules to match your firm's specific workflows and requirements. Our platform offers flexible configuration options.