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Filevine Integration Follow

Legal CRM Support
  • Updated

Law Ruler CRM offers a direct, easy-to-use integration with Filevine (V2 API). With just one click, you can push leads and related information from Law Ruler into Filevine.

Here’s what the LR → FV integration currently supports:

  • Creates a new case/project in Filevine
    • The primary contact in Law Ruler becomes the contact associated with the case/project.
  • Shares primary contact information
    • Details such as address, email, date of birth, etc., will sync with the Filevine primary contact.
  • Transfers the Case Description
    • The Law Ruler Case Description will appear in the note field inside the Filevine primary contact.
  • Shares documents securely
    • Documents from Law Ruler are shared via an encrypted download link.
    • The link will be available in the Activity/Comments section of each case/project in Filevine
  • Sends a copy of the intake form
    • A plain-text version of the Law Ruler intake form is also added to the Activity/Comments section in Filevine.

⚠️ Important: This integration is a one-time sync from Law Ruler to Filevine. Data changes in Filevine will not sync back into Law Ruler.

Jump to:

Pairing Filevine with Law Ruler

Creating a Case/Project in Filevine

 

Pairing Filevine with Law Ruler

To get started, please contact your Account Manager or the Support Team to request Filevine integration setup.

You will need to provide the following credentials from Filevine:

  • Filevine Base URL
  • Filevine Personal Access Token
  • Filevine API Key
  • Filevine Secret Key

Once configured, your team will be ready to send cases to Filevine.

 

 

Creating a Case/Project in Filevine

After the integration has been activated:

  1. Open the lead in Law Ruler that you want to push to Filevine.
  2. From the Action Menu, select “Make a Filevine Case”


  3. A pop-up window will appear:
    • Make a selection in the Organization and Project Type dropdowns
    • Click Create Project

✅ Your case has now been created in Filevine!

 

 

Support/Assistance

If you need further assistance with your CRM system, then please contact the support team.

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