Directory/Filevine
Filevine

Filevine

Contact
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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

Filevine integrates with Workato

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.

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

Media

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