Cover Image for ERE Data in Filevine, Automatically: Chronicle's Native Integration
Cover Image for ERE Data in Filevine, Automatically: Chronicle's Native Integration
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ERE Data in Filevine, Automatically: Chronicle's Native Integration

Hosted by Chronicle
Zoom
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About Event

If your firm uses Filevine, keeping it in sync with the ERE means constant manual data entry. Status changes, hearing dates, documents; someone has to check the ERE and type it all in. For every case. Every day.

In this 45-minute live session, Chronicle founder Nikhil Pai will demonstrate the native Filevine integration: how it syncs ERE data directly into your Filevine projects, how to configure field mapping and phase mapping, and what it looks like when your case management system stays current without manual effort.

Why Attend:

You will leave this session with a clear understanding of:

  • How Chronicle syncs ERE data (status, hearings, documents) into Filevine automatically

  • How to set up authentication with a Filevine personal access token

  • How to configure field mapping and phase mapping for your firm

  • How the native API integration compares to Zapier-based alternatives

  • How to get started with a free white-glove setup session

Who Should Attend:

  • SSD firms using Filevine as their case management system

  • Operations managers tired of manual ERE-to-Filevine data entry

  • Firms currently using Zapier to connect ERE data to Filevine

  • Firm owners exploring Chronicle Pro features

Speakers

Will Yang: Will builds education, partnerships, and collaborations that help disability practices adopt better tools and stronger operational standards.

Nikhil Pai: Nikhil leads the team behind Chronicle, the platform helping SSD firms automate ERE monitoring, case tracking, and document workflows. His focus is building technology that simplifies operations and keeps teams ahead of SSA deadlines.

Hosted By
26 Going