Paralegals and case managers running Filevine spend a good part of the day chasing people, whether that is a client waiting on a case update or a new lead who has just come through intake. Filevine logs a new event on a case, and rather than someone remembering to follow up by phone later, a text can go out to the client the moment it happens.

A client who texts the firm back can be created as a new contact in Filevine without anyone re-typing their details, and a prospective client's first message can even start a new project so the case exists in the system before a call is booked. That matters most in the early hours after someone first reaches out, when a slow response can be the difference between a signed client and one who has already called the next firm on their list. The connection runs through Zapier, so both the Filevine and Mobile Message accounts need to be linked, and each Zap only moves the specific piece of information it is set up to send, nothing more.