Fields Sent to Filevine

Lead Docket fields sent to Filevine without custom mapping:

• First Name
• Middle Name
• Last Name
• 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
• In default Note field we add these:
• Case Type
• Case Summary
• Injury Information
• Incident Date
• Intake Name
• Attorney Name
• Name and value of all custom fields
• All Notes
• All Messages
• Additionally, custom fields can be mapped to specific tabs in Filevine. To do this we will need to know the tab and question from Filevine (“Customs selector” and field selector in Filevine terminology) and what field from Lead Docket should map to it.