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 Automations

Popular Automations

  • Field Mirroring

  • Auto Team & Role Assignment

  • Custom Activity Feed

  • Email to Collection Item

  • Bulk Upload/Update Tool

  • Toggle Sections On/Off

  • Complex Calculations

  • Change Task Owner

Cut down on manual labor, improve communication and efficiency, and create a better customer experience. 

Starting At

$2,000+

  • Scoping and Consultation

  • Build out of automations

  • Testing

  • Documentation

  • Go - Live

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  • Eliminate repetitive and time-consuming task.
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  • Streamline workflows and ensure that everyone is on the same page, reducing errors and improving overall efficiency.
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  • Standardize your business and reduce errors.
Automate work flows in Filevine OR connect with 5000+ other software tools. 

"Robotic Process Automation (RPA's) has quietly digitized 50 - 80 percent in some industries"

McKinsey Quarterly

Example Automations

Young Vietnamese intern lawyer busy with work

Field Mirroring

Use automation to automate data entry across different Sections & Releated Cases.

Team & Role Assignment

Automatically create your Team & Role Assignment.

In Browser Calculations

Save time and reduce errors by automating calculations in Filevine. 

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