1.Detect form updated
Integrate Filevine and intake forms to detect qualifying intake edits and trigger contract designation updates for case summaries.
Set case contract status from intake form update
Automatically detect intake form updates across Filevine. Create and update case info entries when qualifying edits happen, contract designation changes, or intake details are correctedβso you can find the right form, write the correct agreement type, and avoid manual retyping.
How this automation protects contract designation accuracy
When an intake form is updated, wrong agreement types can reach case summaries and slow down counsel review. This automation filters qualifying edits, finds the correct intake template, and creates a case info entry with the right contract designationβso your team can act on accurate status.
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2.Continue on qualifying edits
Integrate Filter by Zapier and workflow rules to validate edited sections and user type before updating case info.
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3.Find matching intake form
Integrate Filevine and project lookup to locate the project intake form so the correct template is selected.
4.Create case info entry
Integrate Filevine and case info fields to map intake answers and set the contract designation to the configured contract type.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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