Filevine Lawmatics

Filevine + Lawmatics Integrations, Built by an AI Agent

Put Filevine + Lawmatics to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Filevine and Lawmatics below — describe the exact one you want above and the Agent builds it on demand.

Filevine + Lawmatics Sync client intake and matter event updates between Filevine and Lawmatics. See details
Generate project tasks when deals are won When a deal is won in Lawmatics, automatically create a project task in Filevine to kick off client onboarding. See details
Log activity in CRM when task comments are added When a comment is added to a client task in Filevine, automatically log the activity in Lawmatics on the customer record. See details

Browse the full workflow library →

Looking to achieve something else with Filevine and Lawmatics?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Filevine and Lawmatics

Everything Filevine and Lawmatics can do inside a workflow — the triggers that start one and the actions that run when it fires.

Filevine Explore Filevine →

A legal case management platform that helps law firms manage documents, client communication, task assignments, and case deadlines.

Triggers
New Event

Triggers on a new event.

Actions
Create Collection Item

Creates a new collection item.

Create Contact

Creates a new contact.

Copy Data From

Creates a reference to data in a project. This action supplies the data output to a "Copy Data To" action, which should be included in your Zap as a subsequent step.

Copy Data To

Copies data from a reference to a project. This action depends on the data output from a "Copy Data From" action, which should be included in your Zap as a prior step.

Update Form

Updates an existing form.

Create Project

Creates a new project.

Lawmatics Explore Lawmatics →

Lawmatics is an intake, marketing automation, and CRM software built specifically for law firms to manage legal prospects and client pipelines.

Triggers
Matter Converted

Triggers when a PNC Matter is converted.

Appointment Created

Triggers when an Appointment is created.

Contact Created

Triggers when a Contact is created.

Filled Out a Form

Triggers when a Custom Form Entry is submitted.

Custom Form Added

Triggers when a Custom Form is added.

New Note Created

Triggers when a new Note is created.

Actions
Create Appointment

Create a new Appointment.

Create Company

Create a new Company from values.

Create Contact

Create a new Contact from values.

Submit Custom Form Entry

Fill out a Custom Form with values.

Create Matter

Create a new Matter from values.

Update Company

Update an existing Company with values.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Filevine + Lawmatics

Is there a pre-built Filevine + Lawmatics automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Filevine and Lawmatics's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Filevine or Lawmatics connector?

No. The Agent works whether or not Filevine or Lawmatics already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Filevine and Lawmatics help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Lawmatics automatically spin up project tasks?

Yes, when a deal is won or changes stages in Lawmatics, you can instantly create initial project tasks in Filevine.

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