Filevine lets you customize their case management software for your area of practice. You can centralize all case information, focus more attention on your clients, and never miss a deadline.
Filevine Firms Drive Delight & Growth
We are the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration to Filevine will radically transform how easily you can engage with your clients in a more delightful way. Happy clients will drive business growth.
Client Engagement
Enhanced Communication
Grow The Law Firm Business
AI-Powered Client Intelligence
Filevine Firms Drive Delight & Growth
How This Integration Works with Case Status
Helpful Resources to Get Started
How This Integration Works with Case Status
Getting Started with Case Status
Connect Case Status to your firm’s existing system and start improving client communication in days — not months. No dedicated IT team required.
Step 1: Connect Your System
Our team works with you to connect Case Status to your case management system and map key fields like contacts, case stages, and milestones. Most integrations are configured quickly with minimal lift from your team.
Step 2: Configure Your Client Experience
We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.
Step 3: Go Live and Invite Clients
Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.
Filevine
Integration FAQs
No. Case Status integrates directly with Filevine, so your team can continue managing cases inside Filevine as usual. Key case details — including status updates, contact information, and mapped fields — automatically sync into Case Status for client communication. This eliminates duplicate data entry while keeping both systems aligned and up to date.
Yes. Client messages, attachments, and photos sent through the Case Status app are automatically synced back to the corresponding Filevine project. This ensures your Filevine matter file remains complete while centralizing client communication within Case Status.
Case Status works with your team to map relevant Filevine custom fields and project sections during implementation. This allows important data — such as case stage, treatment status, key dates, or settlement milestones — to display accurately in Case Status and power automated client updates.
Internal notes created in Filevine remain private to your team. Only updates intentionally shared through Case Status appear in the client app. This ensures your firm maintains full control over what is communicated externally while preserving internal documentation within Filevine.
When a new contact or matter is created in Filevine, it automatically syncs to Case Status — typically within minutes. Once synced, your team can invite the client to the Case Status app and begin communicating right away.