Set Up in Minutes, Not Hours
Get your Zoom and Filevine integration running quickly with our simple 3-step process
Connect Zoom
Link your Zoom account using OAuth 2.0 to enable call capture from all devices.
Connect Filevine
Authenticate your Filevine account using API Key. Setup takes 10 minutes.
Start Logging Automatically
Every Zoom call automatically creates a detailed record in Filevine with transcripts, recordings, and smart contact matching.
How Zoom and Filevine Work Together
Call Connector creates a seamless bridge between Zoom and Filevine, turning every communication into organized, searchable data.
Automatic Call Logging
When a call ends on Zoom, Call Connector immediately gets to work. It looks up the phone number in your Filevine contacts and creates a Note (Phone Call) with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in Zoom? The recording and AI-generated transcript (optimized for legal terminology) are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
Smart Matter Linking
Calls are automatically associated with the relevant matter based on the contact. Everything stays organized without you lifting a finger.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Matter Association
Legal Transcription
Available on Way Better+ Plan
This integration requires the Way Better plan or higher. Both Zoom and Filevine must have active accounts.
Why Zoom + Filevine?
The Problem
Every Zoom call with clients, opposing counsel, or court staff is potential billable time—but manually logging call details, duration, and notes into Filevine is tedious and error-prone. Attorneys and paralegals lose 30-60 minutes daily on call documentation, and calls without notes mean lost revenue and compliance gaps.
The Solution
Call Connector automatically captures every Zoom call and creates a Note (Phone Call) in Filevine with complete details: participants, duration, timestamp, and direction. When you record calls in Zoom, you also get AI-powered transcripts tuned for legal terminology—searchable and ready for review. If the contact has an associated matter, everything links automatically.
The Result
Complete call documentation without the data entry. Your team recovers hours weekly for billable work. Filevine becomes your single source of truth for all client communications, with every Zoom call automatically preserved for billing and compliance.
Everything Captured Automatically
Complete details from every Zoom communication, automatically organized in Filevine
Every Zoom meeting with external attendees automatically recorded
Meeting duration, timestamp, and participant list captured
AI-powered transcriptions with speaker identification
Full meeting recordings stored in connected cloud storage
Recordings and transcripts logged to destination CRM/practice management system
Manual bot invitation available for ad-hoc meetings
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
See It In Action
Real examples of Zoom and Filevine working together with Call Connector
Filevine: Calls appear as Notes in the Phone Call category with duration and timestamp
Filevine: Click to expand call logs and view full details including recordings and transcripts
Filevine: SMS messages appear as generic Notes on the Project timeline
Filevine: Faxes are organized in the 'Call Connector Fax' folder as Document records
Filevine: Faxes are organized in the 'Call Connector Fax' folder as Document records
Zoom: AI-powered transcripts identify speakers and capture full conversation
Zoom: The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Common questions about connecting Zoom with Filevine
