1.Monitor updated row changes
Integrate Microsoft Excel and spreadsheet tracking tools to extract project and case fields from updated rows to reduce manual intake entry.
Create case form entry from updated spreadsheet row
Automatically monitor updated rows across Microsoft Excel and extract case and project fields. Create and update form entries in Filevine when row updates happen, status markers change, or project identifiers shiftβso you can keep legal case status current without manual data entry.
How this automation keeps case intake current
When updated rows sit unprocessed, legal teams risk inconsistent case status and wasted intake time. This automation extracts row values, finds the right Filevine project, and creates standardized form entriesβso your team can keep records current without manual copying.
Microsoft Excelor swap with your favorite app
2.Find matching project
Integrate Filevine and project lookup workflows to search projects by mapped project identifier to connect the intake to the right record.
Filevineor swap with your favorite app
3.Create form entry
Integrate Filevine and form mapping tools to create the project form section and map status and reference fields to update intake details.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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