Lexamica Filevine

Lexamica + Filevine Integrations, Built by an AI Agent

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

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

Lexamica + Filevine When a referral invitation is received in Lexamica, create or update the project record in Filevine. See details
Announce task completions in project channels When a milestone task is marked complete in Filevine, automatically post a status update to the team's project channel in Lexamica. See details
Remind assignees when due dates are approaching Whenever a task deadline approaches in Filevine, send a direct message reminder to the task owner in Lexamica so nothing falls through the cracks. See details
Create project tasks from chat mentions When a team member is mentioned in a critical message in Lexamica, automatically create a new task on their board in Filevine. See details

Browse the full workflow library →

Looking to achieve something else with Lexamica and Filevine?

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

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Triggers & actions for Lexamica and Filevine

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

Lexamica Explore Lexamica →

Lexamica is a communication and legal referral management platform that helps law firms send, receive, and track cases.

Triggers
Case Attachment Created

Triggers when a new attachment is created for a case.

Law Firm List

Triggers when a law firm is found in the list.

Referral Details Updated

Triggers when a case details is changed by either the sending or receiving law firm.

Referral Invitation Received

Triggers when my law firm receives a new referral invitation.

Referral Sent

Triggers when my law firm sends a new referral.

Referral Invitation Updated

Triggers when a referral invitation is updated by either the sending or receiving law firm.

Actions
Create a Case Attachment

Creates a new attachment for a case belonging to my law firm.

Convert to Existing Case

This is an advanced action! Converts a case to Open. Useful for importing pre-signed cases and referrals that existed before you started using Lexamica.

Create Referral

Creates a new referral in my law firm.

Change Referral Details

Updates case details for a referral my law firm has accepted.

Create Referral Invitation

Creates a new referral invitation direct to a new firm for an existing referral.

Respond to a Referral Invitation

Accept, decline, evaluate, or extend a referral invitation that was sent to my firm.

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.

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Customer Stories

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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.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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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.
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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.
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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

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FAQ

Common questions about Lexamica + Filevine

Is there a pre-built Lexamica + Filevine automation?

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

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

No. The Agent works whether or not Lexamica or Filevine 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 project management software with communication channels help teams?

Integrating Filevine and Lexamica keeps cross-functional teams informed by posting automatic task updates and allowing chat messages to convert directly into organized tasks.

Can upcoming due dates generate reminders in team channels?

Yes, when a task deadline is approaching in Filevine, an automated reminder message can be posted directly into the appropriate project channel in Lexamica.

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