
Filevine is case management software built for and inspired by real attorneys. As a fully-featured suite of tools, it comes ready to manage every part of a moving case. Assign tasks, upload files or images, monitor staff productivity, and communicate with your client directly from within their case file.
Optimizer Suzy shows you a spreadsheet automation that uses Workato to convert Google Sheets rows into Filevine projects. She built an automation that uses a template folder in Google Drive to house the sheets. The automation process starts by copying the template into a "to run" folder, which is processed and moved to a "completed" folder. Visit: https://www.youtube.com/watch?v=zqcUPlj1veY