Captorra’s intake software is an industry standard, and now your lead-management platform can integrate directly with your Filevine system.
When a new Intake is saved in Captorra, a new Filevine Project will be created for the client automatically. This means your automated Taskflows and role assignments for the case can kick in immediately, saving you the hassle of duplicative data entry so the work can begin right away.
To integrate, you must already have a license and account for Captorra. Once you’re an existing Captorra customer, you’ll need to contact us to receive your Filevine Org ID and API Key. Contact us by email: firstname.lastname@example.org
After you have your Filevine Org ID and API Key, contact Captorra for help setting up your final integration.