Filevine is a cloud-based case and project management platform used by law firms and legal teams to manage contacts, cases, documents, forms, and workflows. It is designed for firms handling high volumes of matters and supports everything from intake through to case resolution.

What information gets transferred to Filevine?

The caller’s name, phone number, email address (if collected), and intake notes captured by your receptionist are passed to Filevine and mapped to the fields required by your chosen actions.

Can the integration handle both new and existing contacts and projects?

Yes. The Find or Create Contact and Find or Create Project actions search for existing records first and only create new ones if no match is found. This keeps your data clean and free from duplication.

Which Filevine actions can be triggered?

The integration supports creating and updating contacts, projects, collection items, and forms, as well as searching across contacts, projects, documents, and forms. You choose which actions are triggered when you configure your Zap.

Do I need any technical knowledge to set it up?

No. Zapier is designed to be configured without coding or technical expertise. Our support team can also assist you with setup if needed.

Does data sync both ways?

No. Data flows in one direction, from AnswerConnect to Filevine.

I’m already an AnswerConnect customer. How do I activate this?

Set up your Zap in Zapier with AnswerConnect as the trigger app and Filevine as the action app. Select your actions, map your fields, test, and go live. Our support team is on hand if you need any help.

Filevine Integration | AnswerConnect

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How does the Filevine integration work?

Filevine is a modern case and project management platform designed for law firms and legal teams that handle many cases.

When you connect Filevine with AnswerConnect using Zapier, every call your virtual receptionists take can automatically create contacts, open projects, update forms, and log call data in Filevine. Your case management begins the moment the phone is answered.

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Seamless connection.

The AnswerConnect + Filevine integration gives you the power to communicate across platforms with just a click.

To explore how AnswerConnect and Filevine work together, try through Zapier.

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What can the integration do?

Find or create a contact: Filevine looks for an existing contact before creating a new one and updates your records.
Find, create, or update a project: Open a new case project or update an existing one directly from call information.
Create a collection item: Add a new item to a specific collection within an existing project.
Update a collection item: Update existing collection items with new information from the call.
Forms: Fill out or update a Filevine form within an existing project using call data.

Why integrate?

Case management priortized.

Every detail your receptionist captures is sent to Filevine as soon as the call ends. Your team can start work right away.

Eliminate manual data entry.

Manually moving call notes into contacts, projects, and forms takes time and can lead to mistakes. This integration removes that step completely.

Every call captured at any hour

AnswerConnect answers calls 24/7. A professional receptionist captures the inquiry and logs it in Filevine, ready for your team when the workday starts.

Keep complex matters organized.

The integration ensures that every inbound call, whether a new inquiry or an update on an existing matter, is accurately added to the correct project, collection, and form.

Get connected in three simple steps.

Choose your integration.

Set up your Zap in Zapier with AnswerConnect as the trigger app and Filevine as the action app.

Configure your actions.

Select the Filevine actions you want to trigger and map your AnswerConnect script fields to the corresponding Filevine fields.

We take care of the rest.

You’re live. Every call your receptionists complete will trigger your chosen Filevine actions automatically.

Already a customer?

Activate the integration now from your app.

Your questions answered.

Can't find the answer to your question? Call us now: 800-700-8888 or email us at sales@answerconnect.com

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