Elevate Your Filevine Practice with Call Connector
Filevine is a comprehensive legal case management platform that helps law firms organize cases, collaborate with clients, and streamline workflows. Trusted by thousands of law firms for its powerful automation and intuitive design.
Call Connector enhances Filevine by automatically capturing every phone call, SMS, and fax. This eliminates manual data entry and ensures you never miss critical case details or billable time.
Transform Your Filevine Experience
Powerful automation that eliminates manual work and improves conversation quality
Automatic Call Logging
Every Filevine call is automatically logged as a Note (Phone Call) with complete call details - no manual entry required.
AI-Powered Transcription
Real-time transcription with legal-tuned AI accuracy, capturing every important detail from client conversations.
Smart Contact Matching
Automatically associates calls with the right contact and matter in Filevine.
About Filevine
Filevine serves law firms of all sizes with comprehensive case management capabilities. The platform consolidates legal project management, document assembly, task tracking, client communication, and workflow automation into one system designed specifically for legal professionals.
Call Connector integrates seamlessly with Filevine through API Key authentication, automatically capturing all client communications. Every call is logged as a Note in the Phone Call category, with recording links and AI legal transcriptions embedded directly. The integration requires both a Contact and a Project to log any events, ensuring all communications are properly associated with active cases.
as Note (Phone Call)
as Note
What Gets Logged
Every call logged as a Note in the Phone Call category within the Project
Call duration, timestamp, direction, and participants automatically captured
AI-powered legal transcriptions embedded in Note body (Way Better plan and above)
Recording links included in Note for instant playback
SMS messages logged as generic Notes on the Project
Faxes stored as Documents in the Project
How It Works
Setting up the Filevine integration takes about 10 minutes. You'll need to be a Filevine Account Admin to generate the Personal Access Token (PAT) required for this connection. It's best practice to create a service account for the PAT. You'll also need your Org ID. Once you have these, paste them into the Filevine connection form in ion8 Connect's App Authorization tab, and you're done.
Once connected, Call Connector captures every communication in real-time. However, Filevine requires both a Contact and a Project to log any event - this is because every record must be associated with a Project, and each Project must be associated with a Contact. If Contact Creation is disabled and no contact is found, Call Connector won't be able to log the event. When both are found, calls appear as Notes in the Phone Call category, SMS as generic Notes, and faxes as Documents - all within the appropriate Project.
Read full technical documentation
→What's Included
Automatic Call Logging
AI Transcription
Recording Storage
Matter Association
SMS Logging
Fax Logging
Legal Transcription
Quick Setup
Authentication
API Key
Setup Time
10 minutes
Plan Tier
Way Better+
Status
Available
See It In Action
Calls appear as Notes in the Phone Call category with duration and timestamp
Click to expand call logs and view full details including recordings and transcripts
SMS messages appear as generic Notes on the Project timeline
Faxes are organized in the 'Call Connector Fax' folder as Document records
Faxes are organized in the 'Call Connector Fax' folder as Document records
Frequently Asked Questions
Works with Your Favorite Communication Platforms
Connect Filevine with any of these communication platforms for seamless call logging
