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Integrating Birdeye with Filevine

Filevine is a cloud-based case management software designed for law firms. It offers analytics, calendaring, document management, and task automation to streamline operations and boost efficiency. With tools like settlement calculators and deadline chains, Filevine helps attorneys manage higher caseloads effortlessly. Its intuitive design and robust features make it adaptable for any practice area or firm size, enhancing collaboration and organization in legal practices.

Once Filevine is integrated with Birdeye, Birdeye will pull client information from Filevine once daily from the cases that were closed on the previous day. Birdeye collects your client's first names, last names, email addresses, and phone numbers and automatically sends them review requests based on the preferences set within the Birdeye dashboard.

Birdeye allows you to fetch data from your PMS using a predefined trigger. Here is the supported trigger for Filevine: 

Trigger Display Name

Trigger Description

Filevine Project Trigger

This trigger is used to fetch customer data based on phase names and selector dropdowns.

To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.



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