n-A case moves forward in Filevine. Does anyone outside your firm find out?
Filevine is case management software built around projects, the stages, documents, tasks, and people tied to each case, used heavily by personal injury and litigation firms, with a mobile app for staff working outside the office. It's genuinely good at organizing a case internally. We connect Filevine to the systems around it, intake, communication, document handling, so what happens inside a case reaches everyone who needs to know without someone doing it by hand.
What We Build on Top of Filevine
A new lead usually gets typed into Filevine as a fresh project after the fact. We connect your intake form, call tracking line, or referral source directly to Filevine so the project gets created automatically, with the fields that matter already populated.
When a case moves to a new stage, demand sent, settlement reached, whatever milestones your firm tracks, that update usually has to be relayed to the client or a referring party by someone picking up the phone or writing an email. We build the automation that sends that update the moment the stage changes in Filevine, pulled straight from the project record.
Documents and signed forms often live in Filevine but need to reach another system too, accounting for a settled case, a referring attorney's own file, a client portal. We build the sync that moves the right document to the right place automatically instead of someone exporting and re-sending it by hand.
A Real-World Scenario: High-Volume Personal Injury Firm
Filevine for case management, a separate intake call center, referring physicians who expect regular updates.
Before
A case hits a new stage in Filevine and a case manager has to remember to call the referring doctor's office and the client separately to pass along the update, on top of everything else on their desk that day.
After
The stage change in Filevine triggers the update automatically, an email to the referring office, a text to the client, each pulling the right details from the project. The case manager's job becomes handling the cases that actually need a phone call, not remembering which ones do.
Running cases through Filevine and still relaying every update by hand?
Tell us where a case update stalls right now, intake, client communication, a referring party waiting to hear back, and we'll look at what's actually worth connecting. And if Filevine isn't where the real bottleneck is, that's fine too, we automate whatever's manual across your firm.
Let's talk