Harness the power of
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.
Intelligently logs phone call information to Filevine
Tasks Filevine users upon receiving missed calls
SMS Message Add-on
This add-on feature intelligently logs SMS messages to the Filevine activity feed.
Screenpop Add-on
This add-on feature can override the built-in project selection logic.
When a call comes in, a new browser window will open displaying the caller id, Filevine contact name, and a list of Filevine projects the contact is associated with. When the user is associated with multiple projects, the user can choose which project the call log should go to.
Integration Key Features & Benefits
Two-way contact sync
Maintain a contact sync between Filevine and RingCentral.
AI recorded call transcriptions and concise summaries
Taps into RingCentral’s AI to pull call transcriptions and summaries into the log within Filevine. Simplify documentation and ensure every detail is captured.
And many more coming, as suggestions come in…
We are actively expanding the feature set of this integration as our growing user base provides feedback!
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.
Pricing
SMS:
monthly at an additional $2 per user
Base Integration:
monthly at $15 per Filevine user
Screen pop:
monthly at an additional $2 per user
Project Selection Logic
- Phone number from external party is taken and used to locate a Filevine contact.
- Contact is taken and used to search for associated Filevine projects.
- If only 1 active associated project is found, we select this project for call/sms logging.
- Otherwise, logs will be made in a pre-specified default project.
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.
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.