Filevine Inbound Packet to Project
Built for Law Firm Intake Teams.
Read inbound intake packets, open the Filevine project, file the docs, and create the standard set of activities and deadlines, reducing manual case opening for legal operations teams.
The manual work this replaces
Intake teams open each Filevine project by hand, then file documents, set up the activity templates, and schedule the standard deadlines one at a time.
How the automation runs
This process opens a Filevine project from an inbound intake packet. It extracts client and matter details from the signed Docusign envelope, creates the project in Filevine with the right project type and assigned team, files the intake documents into the project's documents section, applies the standard activity and deadline templates, and emails the assigned attorney an Outlook summary of what was opened.
What changes after Caddi
Turns each signed intake packet into a fully built Filevine project on signature day, without paralegal data entry.
Want Filevine Inbound Packet to Project automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.