Post to Filevine: From Signed Lead to Filevine Project
When a client signs, Lead Docket can hand the case to Filevine with one click. The intake team does not retype anything, and the case team starts with the full story of how the client came in. Here it is in twenty seconds, in our own demo account.
What a complete handoff looks like
- The new Filevine project opens with the client’s contact details and the right project type.
- The intake summary and the answers to the firm’s intake questions travel with the case.
- The right people are on the project team from the first minute.
- Documents collected at intake follow the case.
- Lead Docket keeps a link to the new project, so either team can jump between the two.
Where it goes wrong
Most firms find out about the gaps only after the first few cases arrive:
- answers that never reach a Filevine field because the mapping points to a section the project type does not have
- cases landing in the wrong project type, or with nobody assigned
- duplicate contacts created because intake did not check Filevine first
- leads that need to be sent again after a fix, and nobody sure how
None of this is hard once the two systems are designed together, but each one costs the case team time on every new matter until it is fixed.
How Micronetbd helps
Micronetbd is a Filevine implementation partner. We map Lead Docket to Filevine field by field, test the handoff with real case types before go-live, and keep it healthy afterwards as part of our managed services, so every signed client arrives in Filevine complete. See also our Lead Docket overview.
Micronetbd is a Filevine implementation partner based in Hamilton, NJ. If you want help connecting Lead Docket to Filevine at your firm, talk to our team.
Independent educational content produced by Micronetbd. Filevine, Lead Docket and Vinesign are trademarks of their respective owner(s).
