Streamline Your Law Firm's Service of Process: Filevine’s Integration with Proof
Law firms today are adopting technology to improve efficiency, yet service of process is often still managed manually or with old-school partners, causing delays and inefficiencies.
If your firm uses Filevine, you can now integrate with Proof to help streamline your nationwide service of process workflow and save time. In this post we’ll take a closer look at how this integration can work for your firm.
Why Firms Should Integrate with Proof
Streamline Serve Job Creation
In many firms, paralegals spend far too much time creating and tracking legal serve jobs while managers may not have the holistic view of serve statuses that they want. For firms using Filevine, here’s how integrating with Proof can speed things along.
Quickly Create Serve Jobs with Filevine Data
To help save a few steps, Proof allows your team to create new serve requests by drawing from documents and contacts located within your Filevine projects.
Go From Reactive to Proactive Serve Updates
Do you sometimes feel in the dark about the status of serves with your current service of process company? You’re not alone. But with Proof, you’re always in the loop:
Proactive real-time job updates sent directly to Filevine: Including job status, attempt details, server messages, and final affidavits.
Industry-leading 3-way chat: Chat anytime between you, your server, and a Proof specialist.
To learn more about how to receive final affidavits, invoices, and job statuses directly in Filevine, read this Help Center article.
See the Status of All Serves in One Place, Firmwide
Sometimes you need a holistic view. Proof’s dashboard provides that by allowing you to see the real-time status of all serve jobs in one convenient place, from serve attempts to affidavits.
Auto-Send Expense Activities to Your Filevine Projects
Tracking down invoices from your service of process vendors shouldn’t be hard, but it sometimes is. To help you streamline, Proof can automatically send expense activities directly to your Filevine project once invoices are ready. We go into this in more detail in this Help Center article.
How to Integrate Proof with Filevine
This integration is simple to set up yet offers the customizability you need. Here’s a video that walks you through the integration process. Watch video here
Get a Demo of Proof
See for yourself how Proof can streamline your workflow by booking time with our team.
Looking for More Integration Details?
Below are some articles to help you out:
Answers to Commonly-Asked Questions
How Much Does It Cost To Integrate Proof With Filevine?
There are no integration or set-up fees, and no contracts. We work with firms of all sizes (over 10,000 of them) and look forward to partnering with you!
Which states does Proof serve in?
Proof not only covers all US states and territories with over 2,500 vetted local servers, but we also personalize our affidavits to meet the needs of local jurisdictions (we’re looking at you, California and Clearwater, FL!).
How much does it cost to use Proof?
At Proof we offer upfront pricing and we price per address, not per attempt. We do this to make costs more predictable and transparent for you. Our prices vary a little bit depending on the state. Get an instant price quote by clicking here.
