Does Quillio integrate with Filevine?
Yes. Quillio integrates with Filevine for Australian firms using Filevine as their practice management system. The integration syncs matter data (parties, dates, custom fields) and documents two-way — open a Filevine matter in Quillio, run the workflow, and save the output back to Filevine with the correct document type.
What the integration covers
Two-way sync of matters and documents. Parties, matter type, custom fields, and key dates flow from Filevine to Quillio. Documents can be pulled into a matter and Quillio outputs can be saved back to Filevine's document area with the correct document type.
Custom fields
Filevine firms rely heavily on custom fields for matter-specific data. Quillio reads custom fields and can use them as context for workflows — for example, a "target settlement date" field can drive the urgency of correspondence I draft.
Regional consideration
Filevine is US-origin but is used by some Australian firms, particularly in personal injury and plaintiff practice. Quillio's Filevine integration routes traffic through Australian infrastructure where possible but some Filevine API endpoints are US-hosted — I flag this for firms with strict data residency requirements.
Step-by-step
- Connect Filevine. Firm settings → Integrations → Filevine. Authorise.
- Map matter types. Map Filevine case types to Quillio matter types so workflows default correctly.
- Open a matter. Open a Filevine matter in Quillio — matter data and documents sync.
- Save outputs. Save Quillio outputs back to Filevine with one click.
Common issues
- Filevine custom fields vary by firm — I prompt to confirm mapping rather than assume
- Data residency: Filevine is US-hosted; I flag when data routes through the US
- Filevine document types are configurable — Quillio respects the firm's type taxonomy
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