1.Detect document generation
Integrate Filevine and case document systems to detect contingent fee agreements and trigger date extraction for cases.
Update master case list from contingent fee agreement
Automatically detect contingent fee agreement documents and pull intake dates across Filevine and Microsoft Excel. Create and update master case records when project names match or extracted dates change—so you can stop manual spreadsheet updates, keep calendaring accurate, and maintain one authoritative intake timeline.
How this automation updates your master case list
When contingent fee agreement documents are generated, intake dates can get out of sync and timelines slip. This automation filters matching agreements and extracts intake dates, then updates your master case list and notifies stakeholders—so your team can standardize calendaring without spreadsheet churn.
Filevineor swap with your favorite app
2.Continue only for matching documents
Integrate Filter by Zapier and document metadata tools to apply a contingent fee agreement match before downstream steps.
Filter by Zapieror swap with your favorite app
3.Find project by project name
Integrate Filevine and project lookup tools to find the case project using the event project name.
4.Retrieve intake section data
Integrate Filevine and intake data tools to fetch intake and initial interview details from the matched project.
5.Extract incident and limitation dates
Integrate Formatter by Zapier and date extraction tools to pull incident date and limitation date into structured outputs.
Formatter by Zapieror swap with your favorite app
6.Update master list row with dates
Integrate Microsoft Excel and spreadsheet operations to update the found master row, or create one on no match.
Microsoft Excelor swap with your favorite app
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Clarify case chronology with automated event capture, deadline alerts, and timeline updates
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