Most law firms and legal service providers spend too much time on the phone, handling routine calls, qualifying leads, or collecting client details. Upfirst’s AI answering service can help you reclaim those hours—while keeping your client data organized in Filevine, your legal case management software. Using Zapier, you can set up a Filevine answering service integration that automatically syncs call data, collects client details, and even routes urgent calls for faster response—all without any manual work.

What is Filevine?

Filevine is a leading case management and collaboration platform, designed for law firms and legal teams. It helps you store client information, manage documents, track tasks, and automate workflows—all from one secure place. With Filevine, you can keep your cases organized, reduce paperwork, and collaborate easily with your team.

What can you do with Filevine and Upfirst’s AI answering service?

A Filevine answering service integration saves you time and ensures every client call is tracked and followed up—no matter when it comes in. Here are some powerful automations you can set up:

1. Automatically create new contacts or projects from calls

When a new client calls your firm, Upfirst’s AI receptionist can collect their name, contact details, and reason for calling. With Zapier, you can automatically add these callers as new contacts in Filevine, or even create a new project (case) with their information.

How it works:

• Upfirst collects caller info (name, email, phone, case type, etc.).
• Zapier triggers when the call ends.
• The Zap creates a new contact or project in Filevine with all the details.

Why it’s useful:
No more copying notes or losing leads. Every potential client is logged in Filevine, so you can follow up quickly and never miss an opportunity.

2. Route urgent calls or qualified leads for immediate action

Let’s say your firm handles personal injury cases and you want to respond to emergencies ASAP. You can customize Upfirst to ask callers about the nature of their case or urgency. Then, use Zapier to filter for calls marked “urgent” and create a high-priority task in Filevine or send an alert to your team.

How it works:

• Upfirst asks, “Is this an emergency?” or “What type of case is this?”
• If the caller says “urgent” or matches a specific case type, Zapier creates a task or sends a Slack/email notification.
• Your team gets notified instantly and can act fast.

Why it’s useful:
You never miss time-sensitive calls, and your team can triage emergencies efficiently.

3. Log all call summaries and transcripts in Filevine for easy access

Upfirst provides detailed call summaries and even full transcripts. Using Zapier, you can attach these summaries to the relevant contact or project in Filevine, so your team always has context before following up.

How it works:

• After each call, Upfirst sends a summary and transcript.
• Zapier attaches this data to the matching contact or project in Filevine.

Why it’s useful:
Everyone on your team can review what was discussed before reaching out, improving client service and reducing mistakes.

4. Automate document requests and signatures

For calls where a client needs to sign a document or send paperwork, you can have Upfirst collect their email and trigger Vinesign (Filevine’s e-signature tool) to send the required document.

How it works:

• Upfirst asks for the client’s email and what document they need.
• Zapier uses this info to send the right document via Vinesign.
• The client receives it instantly, even after-hours.

Why it’s useful:
Speeds up document turnaround and reduces admin work for your staff.

What actions can you trigger in Filevine after our virtual receptionist answers a call?

With the Filevine virtual receptionist integration, you can automate the following actions in Filevine each time a call is completed in Upfirst:

• Create contact
• Copy data to (for moving info between records)
• Create project (case)
• Update collection item (update case details)
• Write a note or body text
• Find contact
• Find form
• Create collection item
• Send document (via Vinesign)
• Find or list documents (Vinesign)
• Get document (Vinesign)
• Get signed file info (Vinesign)
• Document history (Vinesign)
• Download document or file
• Resend or expire document (Vinesign)
• Custom API request (for advanced automations)

How to connect Filevine to Upfirst

Setting up your Filevine answering service integration is straightforward with Zapier. Here’s how to get started:

1. Sign up for Zapier (if you don’t have an account).
2. Create a new Zap in Zapier.
3. Set Upfirst as the trigger app.
   • Choose the “Call Completed” trigger.
   • Connect your Upfirst account.
   • Test the trigger to make sure Zapier can see your latest calls.
4. Add Filevine as the action app.
   • Pick the action you want (e.g., Create Contact, Create Project).
   • Connect your Filevine account.
   • Map the fields from Upfirst (caller name, phone, summary, custom questions) to the appropriate Filevine fields.
5. Add filters or conditions (optional).
   • Example: Only create a new project if the call summary includes “urgent” or matches a specific practice area.
6. Test your Zap to ensure data flows correctly between Upfirst and Filevine.
7. Turn on your Zap.

That’s it! Now, every call handled by your virtual receptionist can trigger updates, create new records, and keep your Filevine system organized—no manual work required.

Ready to automate your firm’s intake and client communication? Try the Filevine answering service integration with Upfirst and let your team focus on what matters most.