Filevine Integration

The integration between Lawmatics and Filevine connects your client intake process with your case management system, streamlining workflows from the initial intake to managing ongoing cases. Lawmatics handles your client relationships, lead management, and intake automation, while Filevine focuses on managing cases, tracking matters, and handling billing. This integration ensures that data seamlessly flows from Lawmatics to Filevine, reducing the need for manual data entry and keeping everything organized across both platforms.It is important to note that this integration is a one-way sync from Lawmatics to Filevine. Data entered in Filevine will not transfer back into Lawmatics.

To connect your Filevine account to Lawmatics begin by clicking the settings gear icon in the upper-right corner of your Lawmatics account. Next, go to the "Integrations" tab and locate Filevine from the list of available integrations. Click "Connect Filevine", then sign in to your Filevine account when prompted to authorize the integration. 

There are two ways to sync a matter and its point of contact from Lawmatics to Filevine: through Conversion or Sync to Case Management. Here's a breakdown of each method:
  • Conversion: You'll find the convert button at the top left of any PNC within Lawmatics, and you can also incorporate the conversion action into an automation. When you click the convert button (or trigger it via automation), two things happen: 1. The matter is synced to Filevine, and 2. The matter status in Lawmatics changes to "Hired." To ensure automatic syncing during conversion, confirm that the Matter Conversion Sync Enabled setting is activated in your integrations page which should be defaulted to on when you connect Filevine to Lawmatics following the steps mentioned above.

  • Sync to Filevine: After connecting your Filevine account via the Integrations page, you'll notice a button labeled Sync to Filevine at the top of each matter. This button allows you to sync a matter to Filevine even before the client has officially hired your firm. Unlike the conversion process, this action won’t mark the matter as "Hired" in Lawmatics. Additionally, you can integrate this action into an automation using the Sync to Case Management button, ensuring flexibility in how and when matters are synced.

After connecting your Filevine account, you can further personalize the integration by modifying the settings on the Filevine page within the Integrations tab in your Lawmatics settings.

  • Matter Document Sync Enabled: Turn this on to allow documents and files on your matters in Lawmatics to sync to your documents section on a matter in Filevine. Your documents are found on a matter's profile under the Files tab, as shown below.

  • Matter Note Sync Enabled: Turn this on to allow notes on your matters in Lawmatics to sync to your notes section on a matter in Filevine. Your notes are found on a matter's profile under the Notes tab, as shown below.

  • Matter Relationship Sync Enabled: This option allows any related contacts on a matter to sync to Filevine. These related contacts will be created as their own contact in Filevine, and connected to the matter via the appropriate relationship label. Remember, these relationships are found on the left side of a matter's profile as shown below.


These selections can be edited at any time as you see fit.

You also have the option to map your practice areas, as shown in the image below. Simply select one of your Lawmatics practice areas from the drop down menu, and then select the corresponding Filevine practice area from the adjacent dropdown. Once you add the mapping, then matters will be able to sync from Lawmatics to Filevine with the correct practice area assigned automatically. 

As you scroll down the page, you will see your standard mapped fields, as shown below.

There are no additional steps needed here, the fields listed will automatically map from Lawmatics to Filevine into their corresponding field.

After a matter has been synced from Lawmatics to Filevine you will still be able to add files, relationships, data, etc. to the matter in Lawmatics. Should you wish to have any of this new data sync to Filevine, simply click the Sync button found at the top of any matter that has already been synced and the new information will populate to the matter in Filevine.

Clicking the Resync button will not result in a duplicate, but will simply update the existing matter that already exists in Filevine.

FAQs

Will data from Filevine sync back over to Lawmatics?

No, the integration between Lawmatics and Filevine is a one-way sync. Data will only sync from Lawmatics to Filevine, not the other way around.

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