Case-level operations inside the systems your firm already runs.

Each phase in your case lifecycle can carry a set of actions that fire when a case enters it: field updates, posted notes, tag changes. The case state reflects the phase change automatically.

When a Filevine taskflow runs, configured side effects fire alongside it: collection rows get duplicated, new cases get spawned, originals get archived. The surrounding work that goes with the taskflow happens as part of the same trigger.

Documents added to your case management system get hashtags applied automatically based on file type, source, or naming pattern. Downstream workflows watch those hashtags and pick up the work without anyone tagging by hand.

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.

An AI agent coordinates mediation scheduling across counsel for both sides by proposing times, negotiating via email, and locking in a date that works for everyone. Ambiguous decisions get routed to human review.

When you archive a case, any incomplete tasks get converted into tagged notes on the case. The work that didn't close stays on the record so anyone reviewing the case later can see what was outstanding when it shut.

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.

Filevine Backup mirrors your case data and documents to an independent encrypted archive. If Filevine is unavailable, your records remain accessible. Deleted or overwritten files restore from any point in backup history. Protection against accidental deletion, ransomware, and system outages. Built for malpractice compliance and HIPAA retention.

A comprehensive report covering every case in your firm with key fields, party data, status, and activity. Filterable by case type, attorney, status, and date range.

Identifies cases at risk before they become problems. Combines statute-of-limitations exposure, communication gaps, and time-in-phase delays across your full caseload, with each risk type filterable by attorney, paralegal, or case type.

Tracks settlement performance by case type, attorney, and timeframe. Shows total settlement volume, average settlement size, and outcomes by case status. Universal across firms because every case carries the standard settlement fields.