2 to 4 Weeks
Typical launch window
Includes project type mapping, relationship label alignment, and per-template pilot conversions.
Case management
F Filevine
Automatically sync matters from Lawmatics to Filevine eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Filevine for efficient case management upon lead conversion.
Certified build path
Data-safe rollout
Go-live support
Partner-grade
Implementation controls
Execution-ready
Rollout playbook
Implementation Proof
From kickoff through post-go-live support
Project-Type Aware
Template-driven conversion
Each matter lands in the correct Filevine project type with section fields pre-populated.
100%
Relationship roles mapped
Claimants, adjusters, co-counsel, and experts land under the correct Filevine relationship labels.
1 Playbook
Resync and exception SOP
Documented procedures for pushing updates and handling multi-party conversion edge cases.
"We run 200+ PI cases at any given time and every one used to start with a paralegal copying intake data into Filevine for thirty minutes. MHSB mapped our project types so that signed cases arrive with the adjuster, at-fault party, and all incident details already linked. Our paralegals start on demand work immediately now."
Need the right implementation path first?
MHSB does more than connect tools. We help law firms choose the right Lawmatics audit, build, and optimization sequence before configuration begins.
Book a Strategy Consultation
Review Filevine mapping, workflow impact, QA controls, and rollout priorities with MHSB.
Audit vs Build Guide
Choose whether your firm needs an audit, a scoped build, or a phased combination before implementation starts.
How MHSB Works
See our fixed-fee delivery model for audits, custom builds, QA, training, and launch support.
Lawmatics Implementation FAQ
Get answers on timelines, scope, training, integrations, and ongoing support.
What You Get With This Integration
- Automatic matter creation in Filevine upon lead conversion in Lawmatics
- Custom field mapping options for data transfer
- Synchronize contacts and related notes to their corresponding matter in Filevine
- Manually sync matters or set it as an automation action
- Update Filevine matters with any new Lawmatics additions by initiating a resync
Integration Feature Details
Matter sync
Lawmatics seamlessly integrates with Filevine, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in Filevine.
Custom field mapping
Map any or all of your Lawmatics fields to your Filevine fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Filevine matter.
Automation potential
Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.
Resync
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding Filevine matter.
Partner Implementation Blueprint
Estimated timeline: 2 to 4 weeks
- 1
Inventory your Filevine project types and their required fields, then map each one to the corresponding Lawmatics matter type and intake form fields so that conversion targets the correct project template.
- 2
Configure contact-level and matter-level field mappings in the Lawmatics integration settings, including any Filevine-specific custom fields that live inside project-type sections rather than at the top level.
- 3
Set up relationship label mappings between Lawmatics related contacts and Filevine relationship roles (e.g., adverse party, co-counsel, adjuster) so that multi-party data syncs to the correct positions.
- 4
Build automation triggers in Lawmatics that fire the Sync to Case Management action at the appropriate conversion point, testing with each project type to confirm the right Filevine template is selected.
- 5
Run pilot conversions across your highest-volume project types, verify that relationships, documents, and notes appear in the expected Filevine locations, then document a resync and exception-handling SOP.
QA Checklist
- Converted matters land in Filevine under the correct project type with all required section fields populated.
- Mapped contact fields (name, phone, email, address) transfer completely and appear on the correct Filevine contact record without duplication.
- Related contacts sync with the proper Filevine relationship labels (claimant, adjuster, opposing counsel) and are linked to the right matter.
- Resync pushes updated Lawmatics data to Filevine without creating duplicate projects or overwriting case-team edits made directly in Filevine.
Common Handoff Risks
- Filevine project-type mapping errors can route cases into the wrong template, forcing the litigation team to recreate the project manually or work with missing section fields.
- Relationship label mismatches between Lawmatics and Filevine can place contacts under incorrect roles (e.g., an adjuster labeled as co-counsel), causing confusion in multi-party matters and potentially exposing privileged information.
- Firms that skip pilot testing with each project type risk discovering mapping gaps in production, where a missing field on a high-value PI case can delay demand preparation and settlement timelines.
When This Integration Is the Right Fit
- Personal injury firm with high-volume intake routing signed cases into Filevine with the correct project type (auto accident, slip-and-fall, medical malpractice) already assigned so the litigation team can begin demand work without setup delay.
- Insurance defense firm syncing multi-party relationships from Lawmatics so that claimants, adjusters, co-counsel, and expert witnesses land in Filevine as properly labeled contacts linked to the right matter.
- Mass tort practice converting qualified leads in batches after screening calls, pushing each case into Filevine with the appropriate litigation group, MDL reference, and plaintiff-specific intake details pre-populated.
- Workers' compensation firm automating the handoff so that once the retainer is signed and medical records authorization is received in Lawmatics, the case appears in Filevine with employer details, injury type, and assigned paralegal already mapped.
How This Fits into a Lawmatics Implementation Plan
A strong Filevine integration only works when field mapping, workflow ownership, QA, and team training are designed together. MHSB typically scopes this work as part of a Lawmatics audit, implementation project, or post-launch optimization engagement.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Filevine + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales. Filevine’s project-type architecture means implementation is not just about field mapping; it requires selecting the right project template for each matter type so that section fields, phases, and relationship slots are available from the moment the case lands. MHSB handles this template alignment during the mapping workshop, then validates with pilot conversions across your most common case categories before go-live.
Source-Aligned Overview
Automatically sync matters from Lawmatics to Filevine eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Filevine for efficient case management upon lead conversion.
Supplemental Guidance
The integration between Lawmatics and Filevine connects your client intake process with your case management system, streamlining workflows from the initial intake to managing ongoing cases. Lawmatics handles your client relationships, lead management, and intake automation, while Filevine focuses on managing cases, tracking matters, and handling billing. This integration ensures that data seamlessly flows from Lawmatics to Filevine, reducing the need for manual data entry and keeping everything organized across both platforms. It is important to note that this integration is a one-way sync from Lawmatics to Filevine. Data entered in Filevine will not transfer back into Lawmatics.
Why PI and Mass Tort Firms Benefit Most
Filevine was purpose-built for litigation-heavy practices that manage large caseloads with multiple parties per matter. Personal injury and mass tort firms generate high intake volume and need each case to arrive in Filevine with the correct project type, relationship labels, and section fields already in place. Without that structure, paralegals spend their first hours on every new case copying data from intake forms into Filevine by hand. MHSB eliminates that gap by mapping Lawmatics intake fields directly to Filevine’s project-type sections, so a signed auto-accident retainer in Lawmatics becomes a fully structured Filevine project with the claimant, adjuster, and at-fault party already linked. For mass tort practices handling hundreds of similar cases, this templated conversion turns intake into a repeatable production line rather than a manual bottleneck.
Integration FAQ
How does the integration handle Filevine's project-type structure?
MHSB maps each Lawmatics matter type to a specific Filevine project type during implementation. When a matter converts, it lands in the correct project template with the right section fields already populated.
Will related contacts like adjusters and co-counsel sync with the correct relationship labels?
Yes, provided the relationship labels are mapped during implementation. MHSB aligns your Lawmatics related-contact roles with Filevine's relationship taxonomy so each party lands in the right position on the matter.
Can we sync cases before the client officially signs a retainer?
Yes. The Sync to Filevine button lets you push a matter to Filevine without changing its status to Hired. This is useful for firms that want to start building the Filevine project while the retainer is still pending.
What happens when we add new documents or notes in Lawmatics after the initial sync?
Use the Resync action to push new additions to the corresponding Filevine matter. Notes and documents added in Lawmatics after conversion will transfer to Filevine without creating a duplicate project.
Can we roll out the integration one project type at a time instead of all at once?
Yes. MHSB recommends starting with your highest-volume project type (typically auto accident PI), validating field mappings and relationship sync, then expanding to additional project types in subsequent phases.
Does the relationship sync work for matters with large numbers of related parties, like mass tort cases?
It does, but MHSB pays special attention to relationship label mapping and contact deduplication for high-party-count matters. We test with representative mass tort scenarios during QA to confirm that each party lands under the correct role without duplicates.
Implementation Packages
Choose Your Filevine Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
Filevine Launch Sprint
Project type mapping, field and relationship alignment, conversion automation, and pilot testing with your highest-volume case category.
Ideal for: PI or litigation firms automating the Lawmatics-to-Filevine handoff for the first time.
Most Selected
Filevine Scale Hardening
Expand to all project types, add document and note sync, implement relationship label mapping for multi-party matters, and build exception handling SOPs.
Ideal for: Firms with multiple case categories or mass tort portfolios that need templated, repeatable conversion.
Filevine Operating System
Combine Filevine sync with Lawmatics intake automation, reporting standards, and case lifecycle governance for end-to-end pipeline control.
Ideal for: High-volume firms standardizing intake through litigation across all project types and staff roles.
Launch Filevine in Your Lawmatics Workflow
Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.
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