The gap between an intake CRM like GoHighLevel and a case management system like Clio or Filevine is where data entry errors accumulate and coordinator time disappears. Manually transferring intake information — client name, contact details, incident date, injury description, insurance information — from the intake record to the case management system takes 15 to 30 minutes per case and introduces errors at every manual transcription step. Automating this transfer eliminates both problems.
How the Integration Works
When a case is retained — retainer signed and intake complete — an n8n or GoHighLevel workflow reads the complete intake record from the CRM and creates a new matter or case record in Clio or Filevine via their respective APIs. All intake fields are mapped to the corresponding case management fields: client name to client record, incident date to matter start date, case type to practice area, injury details to case notes, and insurance information to the liability section.
The Mapped Fields
Clio's API supports creating new matters with full contact and matter details in a single API call. Filevine's API supports creating case records with custom field mapping that matches the firm's configured case intake template. For both platforms, the integration is configured once using the firm's specific field mappings and runs automatically for every retained case thereafter.
The Injury Law AI Intake System includes CMS integration as part of the standard build — supporting Clio, Filevine, MyCase, and Litify — so the entire intake record transfers to the case management system automatically when the retainer is signed.