You can now integrate the contact forms on your website with Filevine. We’ve added the ability to build web forms that will create new projects and map over contact fields directly into Filevine.
Integrate your Contact Us form to receive client contact information directly into Filevine. When a potential clients submits the web form, Filevine automatically creates a new project and attaches a contact record with the information from the form.
Filevine web forms now give your firm more control over the intake experience. Configure your online forms to capture vital information and build your task flows ensure sure your team never misses a new lead.
If you’d like to get access to this new feature, be sure to contact Filevine Support.