Filevine

• New projectRuns when a project (a case or matter) is opened in Filevine, with its client, type and phase. Projects already there when the workflow is turned on don't start it.
• Project phase changedRuns when a project moves to another phase in Filevine, or only when it moves to the phase you choose. A new project entering its first phase counts. Moves made before the workflow was turned on don't start it.
• Contact added or changedRuns when a contact is added to Filevine or changed, with their emails, phones and person types. Changes made before the workflow was turned on don't start it.
• New note or taskRuns when a note, task or other activity is added to the project you choose, or only the kind you choose. Ones there when the workflow is turned on don't start it.
• Task assignedRuns when a task is given to the person you choose, whether it is new or moved to them. Their tasks open when the workflow is turned on don't start it.
• Task completedRuns when a task on the project you choose is marked done. Tasks done before the workflow was turned on don't start it.
• New documentRuns when a document is uploaded to the project you choose, with its file name and folder. Documents there when the workflow is turned on don't start it.
• New collection itemRuns when an item is added to a collection section of the project you choose, such as a new medical provider, with its fields. Items there when the workflow is turned on don't start it.
• New deadlineRuns when a deadline is added to the project you choose, with its due date. Deadlines there when the workflow is turned on don't start it.

• Find projectsFind projects (cases and matters) by words, name, number, phase or when they were opened. Leave every field blank to list the newest.
• Get projectGet a project's details: its client, phase, type and dates, and the values of one of its form sections if you choose one.
• Create projectOpen a project (a case or matter) of a project type for a client contact. Add the contact first with 'Create contact'.
• Update projectChange a project's name, number, description or incident date. Fields left blank keep what they have.
• Change project phaseMove a project to another phase of its project type, such as from Intake to Treating.
• Archive projectArchive a project, such as when a case closes. It leaves the active list; people with access can still find it and restore it in Filevine.
• Find contactsFind contacts by words, name, email, phone or person type.
• Get contactGet a contact's details: their emails, phones, address and person types.
• Create contactAdd a person to your org's contacts, such as a new client from an intake form, with their email, phone and address.
• Update contactChange a contact's names, birth date, job or company, or give them more person types. Fields left blank keep what they have.
• Add contact to projectAdd a contact to a project, such as an adjuster or the other side, with their role on it.
• Add noteAdd a note to a project's activity feed. Words starting with # become hashtags, and @username mentions someone.
• List project activityList a project's notes, tasks, emails and other activity, or only one kind.
• Add commentReply to a note or task with a comment.
• Create taskGive someone a task on a project, due on a day. Left without an assignee, it goes to the connected Filevine user.
• Complete taskMark a task done.
• List project documentsList a project's documents, by file name or upload time.
• Get documentGet a document's details and a link that downloads it, which works for an hour.
• Upload documentPut a file in a project's documents, such as a signed retainer or a medical record.
• List sectionsList a project type's sections and the fields a workflow can set in each, with each field's selector.
• Update sectionFill in or change fields of a project's form section, such as its intake or case summary details. Fields left blank keep what they have.
• List collection itemsList the items of a project's collection section, such as its insurance policies or medical providers.
• Create collection itemAdd an item to a project's collection section, such as an insurance policy or a medical provider.
• Update collection itemChange fields of one item in a project's collection section. Fields left blank keep what they have.
• Create deadlineAdd a deadline to a project, such as a statute of limitations or a filing date.

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