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Filevine Integration

Bring your team’s phone activity into Filevine. With the RingCentral integration, you’ll centralize client communication and never let another phone call fall through the cracks.

The world’s leading business cloud phone system

RingCentral provides an innovative platform to help you efficiently manage client relationships from wherever you happen to be. RingCentral has the tools and secures cloud communication necessary for proactive customer service without compromising the quality of service or analysis.

With RingCentral, it is easy to maintain a connection with your clients anytime, anywhere. RingCentral’s versatile features will assist in staying on top of opportunities and solidifying client relationships efficiently and effectively.

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Integration Key Features & Benefits

Innovative

communications solutions

that power the modern

workplace.

Their Unified Communications as a Service (UCaaS) platform, RingCentral MVP™, provides businesses with team messaging and cloud phone systems and their cutting-edge video meetings solution –Ring Central Video™– offers Smart Video MeetingsTM for an elevated work experience.

Scale with ease.

Our communication solution enables customers to seamlessly and rapidly add new lines, devices, offices, and remote teams. Also, there is 24/7 customer support available via chat or phone when you need help navigating complex communication solutions.

Connect with Filevine and

expand your practice.

Access the richest set of features, analytics, and integrations of any cloud phone provider, all designed with simplicity for anyone to use.

Frequently
Asked
Questions

Law firms have the difficult task of managing lots of phone correspondence from existing and potential clients.

RingCentral with Filevine helps keep track of call data to give you as much information when making and receiving calls.

RingCentral can log phone meta-data such as name, phone, time-called, and much more.

Yes, you can allow RingCentral to create a contact card within Filevine, with Filevines automated workflows.

Also, If there is an existing contact within Filevine. The call will be associated with that calls contact card.

Yes, RingCentral with Filevine helps track missed phone calls and voicemails.

If you set up workflows correctly, you are able to set up a plan to prioritize missed calls.

Voicemail transcriptions will be added as text to the note/task/collection item that is created within Filevine.

Our Partnership

Fuel Digital and Filevine have partnered to bring the very best to their clients since 2019. As a premier partner, we have supported Filevine growth and product expansion since nearly the beginning, and developed many impactful solutions, quick start products, and customizations, unlocking the power of Filevine. We have a deep, expansive, and tested knowledge base enabling us to meet your needs and realize the results you’re looking for.

Our Services

Filevine Implementation

Ready to get started with case management in Filevine? Fuel can lead you through the process to standup and configure your Filevine org. We have strong Project Management and deep Filevine experience to ensure an efficient and complete implementation for your firm.

Integrations

If you need Filevine to talk to your accounting system, postage and labeling service, your phone system, or some other business-critical application, we can help. Fuel has deep expertise in custom integrations and has built several to work with Filevine.

Automations

Eliminate duplicate entry, remove additional clicks, and move data into and around Filevine more efficiently using Automations. Fuel is experienced at implementing automations and developing custom Workato or Zapier solutions that streamline and create efficiencies in your process.

Support & Maintenance

Are you live on Filevine but still need help supporting or enhancing its capabilities? Whether it’s implementing new templates, sections, custom fields, deadline chains, reporting, or a custom integration, Fuel can help.

Business of Law Guidance

Want to get the most out of your investment in Filevine but not sure where to start? We bring a deep knowledge of Filevine along with over 30 years of business and accounting experience, to help you maximize your ROI with Filevine.

Data Migrations

New to Filevine but still need your historical data? We specialize in mapping, exporting, and importing data from many legacy systems to Filevine.

Data Syncs

Whether you need your case data in Filevine to sync with other programs, or just keep your document creation and revisions in sync with a separate storage location, Fuel can help build custom data syncs so you never lose your valuable work.

Custom Services

Have an innovative idea or just want to be more productive with your resources? We are experts at converting ideas to reality using technology.

Get In Touch

Let us take you to the next level of efficiency.