Free Help Wednesdays: Workato Automations + Filevine

Описание: In this Free Help session, Optimizer Attorney Trent demoed some of the ways legal teams can streamline their workflows in Filevine using Workato. He walked through some practical automations, such as auto-populating contact cards during project creation, calculating statute of limitations dates that account for weekends, and automatically triggering phase changes. He also went over some of the integration possibilities with tools like Google Workspace and Microsoft Teams.

Get help setting up custom Filevine automations with the expert team at Vineskills: https://vineskills.com/filevine-autom...