Region
- United States
- Canada
- UKI (United Kingdom and Ireland)
Technology Solutions
- API
- Digital Transformation
Industry Specialty
- Software & Technology
Business Function Specialty
- IT
Application Speciality
- Salesforce
- DocuSign
Service Type
- Workflow Automation
About Filevine
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.
Media
Filevine + Workato: Build the Automations Your Firm Needs
Filevine automations
Free Help Wednesdays: Workato and Filevine
Use cases
- Filevine/Workato Spreadsheet Automation Demo
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