Roles and Filevine Teams

Firms who use both Lead Docket and Filevine have the ability to predefine team assignments in Lead Docket before posting the case to Filevine. 

Lead Docket users can assign either an entire team or individual team members. This would eliminate extra work needed in Filevine to assign these users.  

Assignment Priority

If a firm has both teams and roles mapping in place, both assignments will be executed. Role mapping will take priority when the Primary is mapped to Filevine.

The user set up the via role mapping as the Primary will be the first Primary, and the team Primary will become the second Primary. 

Role Mapping

We would first need to make sure that all users in Lead Docket have been connected to users in Filevine. 

1. Once the users have been added and connected to the Filevine user, go to Manage > Roles > click Edit next to the Lead Docket role.
   
    
2. The Name field is the original name that was assigned to this role. Editing the Name will change merge codes and you will need to update anywhere you use the code with the new merge code. 
   
   Display Name is the name that is seen by users throughout Lead Docket. Please consider changing Display Name instead of Name to avoid any issues with existing merge codes. 
   
   Description is the internal description of this role, visible on the individual user. 
   
   
    
3. Then click the Associated Filevine Roles and select the role assignment(s), next the Filevine Permission, and Follow.
   
    
4. Finally hit Save.

 

Filevine Teams

You can enable the Filevine Teams assignment in Lead Docket to select a predefined team before posting a lead. 

Filevine Teams are usually assigned at time of sign up but can be selected at an earlier point during intake depending on the lead status. 

Go to Manage > Statuses > Signed Up. Then scroll down to Filevine Teams and select either Optional or Required, then hit Save.

You would follow the same process for other statuses if you would like to assign a team at any other point during intake. 

Team assignments can be made when the status is being changed, a dropdown would appear prompting the client to select a team from Filevine before saving the status.