Lawmatics

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