Complete case management for PI with Primafact and Filevine

Primafact and Filevine have teamed up to provide a complete case management solution for Personal Injury firms. Primafact is the leader in evidentiary document management for litigation, and Filevine is an up and coming cloud-based practice management system specialized for litigation.

At the recent OTLA conference, the companies demonstrated the new features for the two platforms working together.

Firms will now benefit from the following integration points between the programs:

  • Seamless Switching Between Programs:Users will now be able to switch between Filevine and Primafact while staying on the same case. If you are working on a file in Primafact and wish to see case management status, switching to Filevine will automatically select the case currently displayed in Primafact. Similarly, if you are working on a file in Filevine and wish to dig more deeply into supporting documentation, switching to Primafact will automatically select the case displayed in Filevine. This will provide users with an extended work space to take advantage of the strengths of each program without the need to select cases separately in the two programs.
  • Add Notes to a Filevine Activity Feed from Primafact (including links): Users can now update the Filevine Activity Feed without leaving Primafact. Notifications may include receipt of key evidentiary documents, high priority messages/notes and task assignments. By including a link inside the Note, users will be able to click and automatically open Primafact and see the originating document displayed in the Filevine Activity Feed. Users control when notes are sent from Primafact to the Filevine Activity Feed. An embedded URL in the Note will allow users to open Primafact to the referenced data item.

With the power of two leading programs working together, litigation firms can now operate even more efficiently.

Filevine is modern case management for litigation practices. Manage more cases with greater security, better communication, and less stress. Filevine allows you to run your firm like a business with customizable case management including tracking texts, automated workflows, comprehensive and flexible reports and dashboards, and integrated calendars and deadlines including smart deadline chaining.

Primafact litigation document management software allows you to instantly locate a fact, develop a position, streamline document review and share with others. Primafact manages all of your evidentiary documents so you can pinpoint key facts and statements, streamline team workflows, manage service and productions, and monitor case development.

For more information on improving practice efficiency, please contact michael@lexcloud.ca.


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