Legalboards for Filevine

Filevine tracks your case activity. It doesn't show where every case stands right now.

Filevine is a powerful case management platform. Its activity feed keeps your team informed on individual cases. But it doesn't give you a cross-matter view of where everything stands — or which cases are stalling.

7 Days Free · No Credit Card Required

Feed vs. Pipeline

An activity feed shows you what happened. A pipeline shows you where everything stands.

Filevine's activity feed is excellent for tracking history. Legalboards gives you the complementary view: where every matter is right now, who owns the next action, and what's at risk.

Filevine — Activity Feed
2m ago
14m ago
1h ago
2h ago
3h ago
5h ago

What happened across 11 cases.

Legalboards — Visual Pipeline

Intake

Demand

Negotiation

Litigation

Settled

Where 11 cases stand right now.

The Gap Legalboards Fills

Problems Filevine wasn't designed to solve.

These aren't critiques of Filevine. They're a different layer of operations — one that requires dedicated workflow tooling.

Stalled cases stay hidden

Filevine shows activity when something happens. But when nothing happens, there's no signal. Cases can stall for weeks before anyone notices. Legalboards makes inactivity visible.

Phase changes don't trigger actions

Moving a project to a new phase in Filevine doesn't automatically assign tasks or notify the next person. Legalboards closes that gap — the right work starts the moment a phase changes.

No cross-team workload view

Filevine shows you everything about one case at a time. Legalboards shows you the state of all cases and all team members at once — so you can balance workload before it becomes a problem.

Built to Complement, Not Replace

We don't replace Filevine. We make it more powerful.

Your team stays in Filevine for case management, documents, and client communication. Legalboards adds the operational layer — syncing in the background and never disrupting your existing workflow.

Legalboards syncs in the background and never interrupts your existing Filevine workflow.

< 2 min

Average setup time

Real-time

Two-way sync speed

Two-way

Sync direction

Things people ask first

Answers to the most common questions about Legalboards for Filevine.

No. Filevine continues to manage your case data, documents, and communications. Legalboards connects to it and adds a visual pipeline layer and automated workflow capabilities on top.

Filevine's activity feed is excellent for tracking case events. Legalboards adds cross-matter visibility — so instead of seeing the history of one case, you see the current state of all your cases at once, with workflow automation on top.

Legalboards syncs bidirectionally with Filevine. When a project phase changes in Filevine, the board updates automatically. When you move a card in Legalboards, the phase updates in Filevine. No double entry required.

Less than two minutes. Connect Filevine via OAuth, and your projects begin syncing immediately. You configure your board columns to match your practice workflow, and you're ready.

Project phase, case type, assigned team members, and open/closed state. Sensitive case documents and client communications remain in Filevine.