About Project Sync

Ensure consistency across sections and fields and save time repeating data entry with the Project Sync Automation for Filevine.

Keep inherited Filevine section data in sync between a primary (parent) project and child project.

• Update sections and fields in child projects automatically based on any changes made in the parent project
• Create multiple sync definitions to customize sync patterns based on parent project data
• Sync entire sections or specific fields, or exclude specific fields

Use Project Sync to:

• Sync data across multiple plaintiffs’ mass tort cases
• Maintain synchronized data across linked PI cases and update fields in the related child projects whenever new information is added to the parent project
• Keep key details of a Foreign National in sync to each related Immigration case