Here you can find all of the automations currently available in the Neodeluxe Prebuilt Automation Library.
Currently Available
| Automation | Description | Type |
| Change Phase Button | Create a button that enables you to change a phase with a single click instead of utilizing the dropdown field, allowing you to put the control of that action in the context of the project and use logic in the project to determine when and where it shows. | Included |
| Get Weather Button | Create a button to add the weather report for an accident time & location into your case. |
Included
|
| Add to Calendar Button |
Use a configured button to create appointments from project data, and further increase that visibility by adding people to those events so that they appear in their Filevine calendar and any sync’d 3rd party calendars.
|
Included |
| Create Item Button | Create a Collection item pre-filled with the data from other fields in your project with the click of a button. | Included |
| Add Person to Team Button | Click a button to add one or more person fields (such as Primary Attorney) to a preconfigured team level and org role for the current project. |
Included
|
| Duplicate Collection Item | Put a button named ”CopyCollectionItem" into any Collection, and simply click it to duplicate that item. |
Included
|
| Basic Date Calculation | Calculate a date or deadline field based on a single source date field using addition or subtraction of days, months, or years. |
Standard |
| Field Sync | Sync static section data to other static or collection sections within a project. Triggered either by the source field being updated or a new collection item created in the destination collection section. Customized per firm typically at set up. | Standard |
| Activity Updater | Creates a Note or a Task in the activity feed for subscribed events in a project, such as phase changes, watched field changes, new calendar events and new collection items. | Standard |
| Dynamic Section Visibility | Toggle template section visibility based on phase change or field input such as a “case type” selector. | Standard |
|
Collection Calendar |
Creates calendar events when items are added, updated, or removed to a specified Collection Section. |
Standard |
|
Advanced Links |
Creates and maintains personalized URLs using the information from your projects in Filevine. |
Standard |
|
Get Location Data |
Click a button in your project to get the County or Geocode (Latitude-Longitude) for a specific address. |
Standard |
|
Auto Case Number |
Upon the creation of a Filevine project, automatically generate an incremented case number based on a variety of supported patterns, such as by template, year, or client. |
Standard |
|
Add Team to Project |
Automatically add or remove a Filevine team to a project based on project data updated by a button click, phase change, or field value. |
Standard |
|
Create Lead Docket Opportunity |
Push a project from Filevine to Lead Docket, including any associated documents. Once an opportunity is created in Lead Docket, the Opp ID is sent back to Filevine for tracking purposes. |
Standard |
|
Prefill Project Data |
Use a client ID or project type to automatically populate specific fields in a project with the same client ID or project type. |
Standard |
|
Project Naming |
Use static fields from a project to dynamically update the project name as fields are updated. |
Standard |
|
Project Sync |
Keep inherited section data in sync between a primary (parent) project and child project. |
Premium |
|
Scan to Project |
Easily and securely scan documents directly into your Filevine projects. | Premium |
|
API Intake |
Accept full case data sent by referring firms or other external data sources, including documents, via a single API endpoint, which is mapped for a specific source. |
Premium |
|
Bulk Updater |
Mass update Filevine objects including projects, forms, and/or collections using a CSV file. |
Premium |
|
Advanced Conflict Check |
Search Collection and Static sections across Contact Card or Project fields including Name, Company, SSN, DOB, Driver's License Number. Then, generate a PDF report that includes all of the matching contacts, companies, or contacts at a company followed by a list of associated projects and assigned roles in that project. |
Custom |
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