Fields Sent to Filevine

The Lead Docket fields that can be sent to Filevine without custom mapping are as follows:

• First Name
• Middle Name
• Last Name
• Deceased
• Date of Death
• Gender
• Language
• Driver’s License Number (if you have a custom field named “License Number” or “Driver’s License Number”)
• Minor
• SSN (if you have a custom field named “Social Security Number”)
• Birthdate
• Mobile Phone
• Home Phone
• Work Phone
• Email
• Full Address (address, city, state, zip)
• Incident Date
• Related contacts full address, relationship, email, phone numbers
• Case Summary
• Case Type
• Project Name
• Note field

In the default Note field, listed above, we add the following fields. The order of these fields is not editable. 

• Case Type
• Case Summary
• Injury Information
• Incident Date
• Intake Name
• Attorney Name
• Name and value of all custom fields
• All Notes
• All Messages
• Files
• Mapped Collection Sections
• Payments

Note: Additional custom fields can be mapped to specific tabs in Filevine. Learn more about custom mapping.