Upon setup, a Firm can decide whether they want the staff members to be pulled from the Contacts tab or the Team tab within Filevine.
Case Status Field | Filevine Field | Required? | Additional Notes |
Primary Attorney | Team Member on the project with the role of First Primary attorney | Yes | The attorney's email must exist in Case Status |
Attorneys (non-primary) | All team Members on the project with the role of attorney | No | The attorney's email(s) must exist in Case Status |
Case Manager | Anyone on the Team tab of the project that is an existing Case Manager in Case Status | No |
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Case Status Field | Filevine Field | Required? | Additional Notes |
Primary Attorney | Contact the role attorney or First Primary | Yes | The attorney email must exist in case status and the integration will not pull multiple attorneys if configured this way. |
Case Manager | Anyone on the Contacts tab of the project that is an existing Case Manager in Case Status | No |
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Case Status Field | Filevine Field | Required? | Additional Notes |
Case ID | Project Number | Yes |
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Case Description | {Project Type Abbreviation} - Client First/Last Name - Project Name | N/A |
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Practice Area | Project Type | No |
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Case Status | Phase | No |
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Group Name | Project Name | No |
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Date | Incident Date | No | |
Client First Name | Client First Name | Yes | Unless contact is a Company, then the field is 'Name' |
Client Last Name | Client Last Name | Yes |
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Client Email Address | Client Email Address | No |
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Client Phone Number | Phone Number | Yes | First checks the labels and will pull in this order: mobile, phone, home, office, voice. If no label is found it will pull the first valid number listed. |
Client Birth Date | Date of Birth | No |
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Client SSN | Social Security Number | No |
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