What is Filevine?
Filevine is a legal case management platform that helps firms organize matters, documents, communications, and tasks in one place. It centralizes workflows so teams can track case status, deadlines, and client updates without juggling spreadsheets, inboxes, and scattered tools. It is especially useful when you want consistent intake, automated follow-up, and clean reporting across your operations.
Examples: connecting Filevine to other apps
As an automation and integrations company (Zapier, Make, and Notion certified), we commonly connect Filevine to the rest of your stack, for example:
- Intake → Filevine: When a new lead or intake form is submitted, create a new matter and route tasks to the right team using Zapier or Make.
- Filevine → CRM: Sync contacts and opportunity context with HubSpot, Salesforce, or Pipedrive.
- Filevine → internal alerts: Post updates to Slack when key events happen, like a new case, a status change, or a deadline approaching.
- Filevine → reporting: Append case metrics and pipeline data to Google Sheets for weekly dashboards.
- Filevine → ops database: Mirror matter status and tasks in Airtable for custom operational workflows and QA.
- Filevine → documentation: Create case playbooks, SOPs, and internal knowledge in Notion.
- Email handoffs: Trigger templated client communications and internal handoffs via Gmail.
Industries we commonly support
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