1.Monitors project updated event
Integrate Filevine and legal matter tools to detect project updates and identify the changed project reference for handling.
Update case caption and defendant fields from name
Automatically monitor project updates across Filevine for name edits and defendant changes. Update case caption and defendant fields by extracting the defendant portion, filtering qualifying edits, and updating the projectβso you can protect filing-ready records without manual caption updates.
How this automation protects filing-ready case captions
When a project is updated, name edits can leave defendant details mismatched and records not filing-ready. This automation finds the project, extracts defendant text, and updates project form sectionsβso your team can keep case captions and intake defendant fields consistent.
Filevineor swap with your favorite app
2.Finds the linked project
Integrate Filevine and project reference tools to load the full project record and project name for field mapping.
3.Extracts defendant portion from name
Integrate Formatter by Zapier and text extraction tools to pull the defendant portion from the project name for updates.
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4.Filters qualifying defendant updates
Integrate Filter by Zapier and system account checks to continue only when defendant extraction is non empty and valid.
Filter by Zapieror swap with your favorite app
5.Updates caption and intake defendant fields
Integrate Filevine and form section mapping tools to overwrite caption and intake defendant fields on the existing project record.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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