Neodeluxe
Automations Library

Eliminate redundant entry by syncing static section data to other project sections.

Create notes or tasks in activity feed for subscribed events in a project.

Automatically add or remove a Filevine team to a project based on project data.

Toggle section visibility to show relevant case sections based on project changes.

Get the county or geocode for an address with just one click to determine the method of service for the case.

Use a CSV to bulk create and update collection items in Filevine.

Create calendar events when items are added, updated, or removed in a specific collection section.

Neurology Clinics using “Elite” template can generate CMS 1500 documents using Filevine data.

Create dynamic links that include data from Filevine projects as parameters or values within the link.

Automatically generate an incremented case number based on template, year, or client.

Use a client ID or project type to populate fields in a new project with the same ID or project type.

Push a project and associated documents from Filevine to Lead Docket and store the Opportunity ID in Filevine for tracking.

Calculate and populate a date field based on a single source date field using addition or subtraction of days, months or years.

Link two related collection items and keeps the specific fields synced.

Mass update Filevine objects including projects, forms, and/or collections using a CSV file.

Sync Filevine documents to AWS, SharePoint, or Dropbox for backup and recovery purposes.

Stream all Filevine project changes to another storage system for disaster recovery.

Search for conflicts across Name, Company, SSN, DOB, and more in Collection and Static Sections.