Vetted Intake + Filevine
For Filevine, we identify the project or intake object, confirm field permissions, and test the agreed record before launch.
What can be mapped
A new project or intake record with contact details.
Injury type, incident date, and attorney-review flag.
Conflict-check result and structured intake.
Transcript and, when recording is enabled and permitted, audio as approved records.
What can be used
Availability for consult scheduling.
Project and contact status.
Team and section routing.
Confirm access
We confirm the supported Filevine connection method and permissions with your firm.
Map your fields
We map intake to your Filevine project template and fields.
Test the delivery
The firm tests the approved project fields and attachments before go-live.
Map caller facts into the Filevine fields your team uses.
For Filevine, scoping confirms the project or intake object, field permissions, and approved attachments.
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