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
Comments
0 comments
Please sign in to leave a comment.