Read, classify, extract, redact, and write back to documents at scale.
A HIPAA-compliant AI agent built around your firm. It reads documents, queries your case and patient systems, answers staff questions about how Filevine works, drafts grounded responses, and takes action across the tools your team already uses. Specialized for legal practices on Filevine, LeadDocket, and Clio; for medical practices on Microsoft 365 and eClinicalWorks.
Watches every document landing in your case management system. Each one gets classified by type, named in your firm's standardized format, filed in the right folder, hashtagged, and posted to the activity feed automatically. Built for Filevine.
A HIPAA-compliant AI agent built around your firm. It reads documents, queries your case and patient systems, answers staff questions about how Filevine works, drafts grounded responses, and takes action across the tools your team already uses. Specialized for legal practices on Filevine, LeadDocket, and Clio; for medical practices on Microsoft 365 and eClinicalWorks.
Watches every document landing in your case management system. Each one gets classified by type, named in your firm's standardized format, filed in the right folder, hashtagged, and posted to the activity feed automatically. Built for Filevine.
Configured per use case. When a trigger fires (a phase change, a new tag, a status update, or a request to backfill missing fields), the right document gets pulled, the values you care about get extracted, and they land directly in your case fields. Live example: when a case enters Disburse phase, the Final Breakdown gets read and the settlement amount, attorney fee, and flat case fee land in the casesummary section. Used at scale, it improves data quality across your cases and the reports built on top of them.
Reads an uploaded settlement document, extracts the settlement amount, attorney fees, and lien figures, and writes them directly into the correct Filevine fields. Fires automatically when a settlement document lands in the case.
