What You Get With This 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
Integration Feature Details
Matter sync
Lawmatics seamlessly integrates with Filevine, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in Filevine.
Custom field mapping
Map any or all of your Lawmatics fields to your Filevine fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Filevine matter.
Automation potential
Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.
Resync
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding Filevine matter.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the Filevine business outcome with your intake and matter workflow.
- Map data fields and ownership between systems before any automation is enabled.
- Configure sync triggers, guardrails, and notifications for edge-case handling.
- Run staged QA with real scenarios and sign-off criteria from operations leadership.
- Publish SOPs and assign ongoing ownership for changes, monitoring, and resyncs.
QA and Handoff Controls
QA Checklist
- New records appear in the destination tool with required fields populated.
- Updates sync correctly without creating duplicates or overwriting approved values.
- Failure states are logged and routed to a named owner.
- Reporting views match expected counts before and after go-live.
Common Handoff Risks
- Unmapped or renamed fields can silently break downstream automations.
- Inconsistent ownership creates delays in triage when sync issues appear.
- Missing QA gates can push bad data into reporting and billing workflows.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Filevine + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned 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.
Supplemental Guidance
The integration between Lawmatics and Filevine connects your client intake process with your case management system, streamlining workflows from the initial intake to managing ongoing cases. Lawmatics handles your client relationships, lead management, and intake automation, while Filevine focuses on managing cases, tracking matters, and handling billing. This integration ensures that data seamlessly flows from Lawmatics to Filevine, reducing the need for manual data entry and keeping everything organized across both platforms.It is important to note that this integration is a one-way sync from Lawmatics to Filevine. Data entered in Filevine will not transfer back into Lawmatics.
