1.Detect document created event
Integrate Filevine to detect document created events and trigger standardized matter folder creation.
Create standardized matter folders in shared firm storage
Automatically monitor Filevine document created events across case management and shared firm storage. Create and update when new case documents are added or metadata fields changeβso you can standardize matter folders, upload documents, and keep teams aligned without manual folder setup.
How this automation standardizes your matter folders
When new case documents appear in your system, scattered storage makes matters hard to find and increases the risk of misfiling. This automation creates a matching SharePoint folder, uploads the incoming document, and adds folder metadataβso your team can access one authoritative location.
Filevineor swap with your favorite app
2.Create a new case folder
Integrate Microsoft SharePoint to create a new folder using case identifier and client name so staff can file correctly.
Microsoft SharePointor swap with your favorite app
3.Upload the incoming document
Integrate Microsoft SharePoint to upload the incoming document into the created folder so files appear in one place.
4.Add folder metadata for filtering
Integrate Microsoft SharePoint to set folder metadata from source document fields so staff can filter and find faster.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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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