NOTE: Contact Filevine Support (firstname.lastname@example.org) to receive your firm's API Key.
To integrate Lead Docket with Filevine, follow these steps:
Step 1 - Go to Manage > Settings in the left navigation
Step 2 - Under the Case Management System section, select Filevine in the Case Tracker field.
Step 3 - Enter the API Key you acquired from Filevine Support in the Filevine API Key input. Once entered, click Browse to find your Filevine Organization.
Step 4 - Choose your firm organization name and the ID should automatically populate once clicked.
Step 5 - Click Save.
To learn more about custom mapping from Lead Docket to Filevine, click here.