1.Locates source project and intake forms
Integrate Filevine and form retrieval tools to locate the source project and map form and reference fields into the new case flow.
Create Personal Injury Protection case from PI MVA
Automatically create PIP cases from Filevine Project Created events for Personal Injury Protection intake and case summary forms across Filevine. Create and update when Personal Injury projects appear, MVA case types qualify, or no PIP match existsβso you can create cases, populate forms, and set key dates without manual case setup.
How this automation creates your PIP cases faster
When Filevine projects are created but PIP setup is left to humans, intake can stall and key dates can be wrong. This automation locates the source project, filters PI MVA records, then creates and populates PIP case projects and intake formsβso your team can start intake without manual setup.
Filevineor swap with your favorite app
2.Stops non qualifying PI MVA projects
Integrate Filter by Zapier and project validation rules to continue only when project type and case type indicate PI MVA.
Filter by Zapieror swap with your favorite app
3.Waits 3 minutes for indexing
Integrate Delay by Zapier and dedupe key logic to wait before case creation using the source project ID.
Delay by Zapieror swap with your favorite app
4.Creates a new PIP project and fields
Integrate Filevine and record mapping to create a new configured Personal Injury Protection project and populate client and incident dates.
5.Calculates derived intake dates
Integrate Formatter by Zapier and date utilities to compute required derived dates, then pass them to Filevine for case setup.
Formatter by Zapieror swap with your favorite app
6.Creates intake form and updates phase
Integrate Filevine and form field mapping to create the intake and case summary form, populate values, and update the PIP phase.
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