Who This Is For
Marketing teams, intake teams, and firm administrators using Filevine
What the Filevine Integration Does
The Filevine integration allows Lawbrokr to push intake data directly into your Filevine account.
When connected, Lawbrokr:
Creates a Contact record in Filevine
Pushes all intake response data into the Contact Notes section
This ensures your intake team can review complete intake information inside Filevine without manual data entry.
How the Integration Works
The integration uses a secure OAuth connection with Filevine.
The workflow looks like this:
A potential client completes a Lawbrokr intake
Lawbrokr authenticates with Filevine via OAuth
A new Contact record is created in Filevine
All structured intake responses are written into the Contact’s Notes
Intake teams can immediately review the submission inside Filevine
Lawbrokr does not overwrite existing Contacts. If Filevine detects a matching Contact, its standard behavior applies based on your Filevine configuration.
Connecting Filevine to Lawbrokr
To connect Filevine:
Log in to Lawbrokr
Go to Settings
Select Integrations
Choose Filevine
Click Add
Authenticate using your Filevine credentials
Once authenticated, the integration is active.
No additional field mapping is required.
Where Intake Data Appears in Filevine
After a successful submission:
A Contact record is created in Filevine
The full Lawbrokr intake appears in the Contact Notes section
This includes:
Contact information
Answers to all intake questions
Context captured during the workflow
This approach keeps Filevine data clean while preserving the complete intake narrative.
What This Integration Does Not Do
It is important to understand the scope of the integration.
The Filevine integration:
Does not automatically create Projects or Cases
Does not upload documents
Does not map responses into custom Filevine fields
Its purpose is to deliver complete intake context into Filevine efficiently and reliably.
Best Practices
Review new Contacts promptly inside Filevine
Use Contact Notes as the primary intake reference
Pair with Lawbrokr Response Management for qualification decisions
Use Lawbrokr Automations for consistent follow up
This setup works best when intake review and CRM workflows are aligned.
Common Mistakes
Expecting Project or Case creation instead of Contact creation
Looking for intake data outside Contact Notes
Forgetting to test the integration after connecting
Assuming document uploads are supported
Related Articles
Understanding Integrations in Lawbrokr
Response Management in Lawbrokr
Understanding Workflows in Lawbrokr
CRM Integration Comparisons