Follow these steps to map case types in Lead Docket to case types in Filevine:
Step 1 - In the left side menu, select Manage > Case Types.
Step 2 - Click Edit next to the case type you wish to connect to Filevine.
Step 3 - Click Browse to the right of the Filevine Project Type ID field.
Step 4 - Choose the Filevine case type that you wish to associate with the Lead Docket case type.
Step 5 - Click Save.
The Case Tracker Code column should now be filled with the appropriate Filevine Project Type ID.
Repeat this process for all Lead Docket case types.
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