Pushbuild

Filevine runs your cases. We connect it to everything it doesn't reach.

Filevine can hold a firm's whole case workflow, yet data still needs to get in and out: from intake, from other software, to reports and to the people who need updates. We build those connections around your projects and sections so staff stop retyping. The scope is written down and agreed before we start.

Tell us what you needSee example projects

Sound familiar?

What law firms on Filevine tell us before a project starts.

  • Leads from our website and ads get re-entered into Filevine by hand.
  • Case updates for clients depend on a paralegal remembering to send them.
  • Reports for partners are built in spreadsheets from exports.
  • Documents arrive by email and someone files them to the right project.
  • Other systems at the firm never see what's in Filevine.

What we build

Each one is a working piece you can open and check when it's done.

Intake into projects

Leads and signed retainers create the contact and project with the right fields set, and a task for whoever picks it up.

API integrations and data sync n8n, Make and Zapier automation

Event-driven updates

Filevine offers webhook subscriptions. We use them so a stage change, deadline or new document can notify people or update another system.

API integrations and data sync

Document filing

Attachments from email and forms saved to the correct project and section with consistent names.

n8n, Make and Zapier automation

Client status messages

Plain updates sent to clients at set points in a case, reviewed by staff before or after they go.

n8n, Make and Zapier automation

Reporting beyond the built-in

Pipeline, caseload and settlement timing by attorney, drawn from Filevine data into one view.

Dashboards and reporting ETL and data pipelines

Accounting handoff

Billing events passed to your accounting software without retyping.

QuickBooks, Xero and HubSpot integrations

What we connect it to: Zapier, Google Sheets, Outlook, Gmail, QuickBooks, Slack.

Industries that use it: Law firms, Insurance, Financial advisors.

Example projects

Illustrations of the shape of the work, not past clients. Yours gets its own written scope.

Example project

Retainer signed, project created

Example: a personal-injury firm wants a signed retainer to create the project, fill the intake fields and assign the case manager without anyone retyping.

Filevine API, e-signature, a small service

Example project

Deadline alert to chat

Example: a firm wants new deadlines in Filevine posted to the team's chat channel with a link to the project.

Filevine webhooks, Slack

Example project

Partner caseload report

Example: partners want open cases by attorney and stage, refreshed daily, rather than a spreadsheet built each month.

Filevine API, a database, a dashboard

Questions people ask first

Does Filevine have an API?

Yes. Filevine documents a REST API and webhook subscriptions. Access can depend on your agreement with Filevine, so we confirm it before scoping.

Is client information kept safe?

We build in your own accounts, limit access to what is needed, and keep case files in Filevine and the systems your firm already uses for them.

Who owns what you build?

You do. It is built in your accounts, and you get notes on how it works.

How do we start?

Tell us the step in your case flow that costs the most time. We reply with questions or a written scope.

Tell us what you need built.

Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.

hello@pushbuild.com

(617) 299-8887