Filevine Integrations

Domo puts data to work for everyone so they can multiply their impact on the business. Our cloud-native data experience platform goes beyond traditional business intelligence and analytics, making data visible and actionable with user-friendly dashboards and apps. Underpinned by a secure data foundation that connects with existing cloud and legacy systems, Domo helps companies optimize critical business processes at scale and in record time to spark the bold curiosity that powers exponential business results.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 70% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Your power browser. Shift is the first browser to merge all your web apps into one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Connect all of your Gmail, Outlook, and Office 365 accounts and manage everything from one centralized window. Build out your Shift browser with apps that integrate seamlessly so you have ultra-fast access to all the tools you use to stream, shop, work, browse, and stay connected. Shift brings it all together. We don’t use the internet for a simple search anymore. Every day, we juggle apps, hundreds of tabs, and multiple accounts—but while big browsers make that feel messy, Shift makes it simple. Tired of logging in and out? Stay logged into multiple accounts within the same app so you can toggle between profiles easily. Create multiple browser workspaces that keep different kinds of tabs, bookmarks, apps, and inboxes separate.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for you

Slack is a cloud-based project collaboration and team interaction software solution specially designed to seamlessly facilitate communication across organizations. Featuring powerful tools and services integrated into a single platform, Slack provides private channels to promote interaction within smaller teams, direct channels to help send messages directly to colleagues, and public channels that enables members across organizations to start conversations. Available on Mac, Windows, Android, and iOS apps, Slack offers a plethora of features that include chat, file sharing, collaborative workspace, real-time notifications, two-way audio and video, screen sharing, document imaging, activity tracking and logging, and more.

Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.

Access, share, and collaborate on all your files from anywhere. OneDrive connects you to all your files in Office 365 so you can share and work together from anywhere while protecting your work. Easily store, access and discover your personal and shared work files in Office 365, including Microsoft Teams, from all your devices. Edits you make offline are automatically uploaded next time you connect. Work faster and smarter with anyone inside or outside your organization. Securely share files and work together in real-time using Word, Excel and PowerPoint across web, mobile and desktop. Create, view, edit, and share files on the go with the OneDrive mobile app. Easily capture whiteboards and scan work receipts, business cards, and other paper documents for safe keeping. OneDrive helps protect your files. You can easily recover files from accidental deletes or malicious attacks and administrators can manage security policies to help keep your information safe.

Secure collaboration with anyone, anywhere, on any device. Protecting your sensitive files in the cloud is a top priority. That's why we developed advanced security controls, intelligent threat detection, and complete information governance. But we know your needs don't stop there. Strict data privacy? Check. Data residency? Check. Industry compliance? Check. Your business depends on collaboration between lots of people, from teammates to customers to partners and vendors. Get everyone on the same page with one place to work together easily on your most important content. After all, you should be sharing files, not frustration. And you should have the peace of mind that it's all secure. Working on manual, cumbersome processes wastes hours each day. So we let anyone automate the repeatable workflows that are key to your business, like HR onboarding and contract and digital-asset management. Workflows start to move faster. You have more time to do what matters most.

Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly.

Store, share, and access your files from any device. Your first 15 GB of storage are free. With Drive Enterprise, businesses only pay for the storage employees use. It comes with Google Docs, Sheets, and Slides — and works seamlessly with Microsoft Office. Keep photos, stories, designs, drawings, recordings, videos, and more. Your first 15 GB of storage are free with a Google Account. Your files in Drive can be reached from any smartphone, tablet, or computer. So wherever you go, your files follow. You can quickly invite others to view, download, and collaborate on all the files you want–no email attachment needed. Get started with Drive for free.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.

Make the most of every day. The new Google Calendar app helps you spend less time managing your schedule and more time enjoying it. A Schedule with a View. Schedule View brings your schedule to life and makes it easy to see what's ahead with images and maps. Everything you need. Various views of your day, week and month, invitations, web calendar and much more. Backup everything. Your events are always saved on the Web. If you lose your phone, you don't lose your address book. Different ways to view your calendar - Quickly switch between month, week, and day views. Events from Gmail - Flight, hotel, concert, restaurant reservations, and more are added to your calendar automatically. Tasks - Create, manage, and view your tasks alongside your events in Calendar. Video conferencing - Easily add video conferencing to calendar events. Quick event creation - Smart suggestions for event titles, places, and people save you time when creating events.

Smith.ai Live Website Chat is the fastest & friendliest way to capture, screen & convert website leads. Our Live Chat agents answer questions, screen leads & schedule appointments 24/7. Pay for relevant chats only. Easy setup on all website platforms. Instant chat transcripts in your email & CRM. Instant chat transcripts in your email & CRM. SMS included. Let customers call you with Chat to Call. Smith.ai Live Chat is the most effective & affordable way to convert website leads to grow your business.

Collaborate with others without ever leaving your document or jot down an idea with your digital pen. Need to publish a newsletter or document for others to see? Easily transform your Word document into a webpage. Collaborate with others across the globe. Translate documents in your non-native language with just a click. Get creative by inserting 3D models directly in your document. Have your content read back to you with Learning Tools and easily catch any mistakes. Finding great sources just got simpler. Use Researcher to read articles in the task pane so you can stay focused on your writing. When you’re brushing up your document, it’s good to see the big picture. The Editor Overview Pane helps you find and fix any proofing issues.

Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.

Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits.

Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.

SpringCM provides an innovative document workflow and management platform. As the number one highest rated solution, SpringCM’s Contract Management Software helps companies store and manage sales contracts and all types of documents across mobile devices, desktops, and partner applications such as Salesforce. Key features include search and find, central repository, advanced workflows, e-signature, version control, clause library, REST API access and support for developers, and more.

Our chat agents provide immediate responses during customers' crucial buying window. Chat agents can generate more online leads from your company's website visitors who might not otherwise fill out a contact form or make that first phone call. Chat Agents can help your business take care of some of the routine tasks like filling out forms to capture new client intakes 24/7, saving you valuable time. We assist visitors to your business website in scheduling and booking your available appointments. Whatever it takes to get the most out of your appointments. We will match or beat any competitor's price, so stop overpaying. Included in our fixed monthly rate is an unlimited number of 24/7 chat engagements on your behalf. Your web visitors are a result of your own marketing and brand-building efforts. We won't surprise you. You will never be charged for any excess. Don't limit your potential. We staff your company's website 24/7 with real people.

Dinvy Ascent is built to ease your transition into online time entry and invoicing now, while allowing you to add more advanced features like estimating, planning and customizations as you grow. Run your business more effectively with valuable data capture. Dinvy Ascent quickly displays your data where you need it most – and in a format that adds value. Dashboards consolidate key performance indicators for easy consumption on the Executive, Account, and Project pages. Custom Reports can be scheduled to hit your inbox when you need them most. Our architecture focuses intently on scalability and customization. That means you get to tailor the user experience within Dinvy Ascent and add additional feature sets or enable feature flags as your business needs change. But what that really means is you’re required to bend to the constraints of your software, pay for features your team members don’t need, or change platforms to expand your business.

Captorra is a premier case intake and lead conversion software solution for law firms specializing in mass tort, personal injury, bankruptcy, criminal defense, and immigration. Designed exclusively for managing the case intake and lead management process, Captorra helps law firms convert potential leads into a new case. This cloud-based software solution delivers powerful tools for lead conversion and client sign-ups such as process automation, intake scripts, eSignature capabilities, referral management, management of physical signup packages, marketing analysis, email marketing, and reporting.

We're dedicated to helping your practice grow. As a specialist legal answering service, we cover your calls so you can focus on your caseload. At LEX we focus on talent, not proximity. This means we recruit the best candidates, not the closest. Without the distractions of an open office or the confinement of a cubicle, our receptionists take care of your calls in a personal and professional way. LEX offers tools to help your business be more sustainable, productive and flexible, from Anywhere. Check your messages between court cases, on the go or at home. Your mobile app and client dashboard are simple, innovative and accessible. Save time, grow your client base and boost your bottom line. No waiting time and no downloads. Just invite people to the room and join directly in the browser.

Customized, bilingual 24/7/365 call answering service that includes message taking, call forwarding, customer service, appointment scheduling, and more. Our law firm answering service screens potential clients based on your preferences and determine if they're qualified or need to be referred elsewhere. Legal intake specialists from our lawyer answering service take leads from initial contact to an e-signed contract, posting directly to your CRM or case management system with a legal answering service. Convert website visitors into new cases and communicate with clients wherever they are. Section background shape image. Respond to and capture high-volume TV, radio, and online advertising leads using our best-in-class solutions and processes. Live answering service with experienced intake specialists in the legal industry immediately respond to all inbound and outbound leads for your law practice and legal firm.

Building marketplace, online school or membership site? Find tools, integrations, workflows and guides to jumpstart your idea. Browse apps and tools, find alternatives, compare by feature, and leave feedback. Automating routine processes? Find all integrations from Zapier, Integromat, Automateio and other automation platforms in one place. Compare features and price. Explore guides and tutorials from community and vendors. Contribute with your know-how. Leverage the openness of the nocode community. Сreate your profile, pick up your favorite tools, share your stack.

Simple lead tracking for law firms. Gain better knowledge of where your leads are coming from. Completely manage your marketing efforts. Increase your profits without more spending. Know your ROI on all advertising. Track the outcome of every lead. Compare outcomes by attorney and intake staff. Lead Docket provides tools not found in case management systems to ensure timely followup with leads to increase your conversion rate. Stop trying to manage leads in your mailbox. Capture every lead from every source in one place to ensure that you never lose another lead. Developed in collaboration with top attorneys and legal marketing experts. Search, sort, filter, duplicate checks, tagging, import, and other great features to manage leads. Track inbound and outbound referrals. Optionally email lead details to referral partners. Automatically generated task assignments to ensure you never let a lead slip through the cracks.