From intake to settlement, the substrate captures every signal, connects every system, and runs the work your firm depends on.
Always-on backup for Filevine, LeadDocket, and Microsoft 365. Accessible when systems are down, restorable at any point in history.
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.
LeadDocket Vault mirrors your lead data and documents to an independent encrypted archive. If LeadDocket is unavailable, your records remain accessible. Protects against accidental deletion, data loss, and system outages. Built for firms that cannot afford gaps in their intake records.
Microsoft 365 Vault captures your email, files, and SharePoint data in a separate encrypted archive. HIPAA-aware and immutable. Restores from any point in history when data is lost, deleted, or compromised. Protection against ransomware, accidental deletion, and account compromise.
A clear view of your practice.
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.
Each team member sees their own caseload, task list, recent activity, and performance metrics. Helps individual contributors prioritize their day without managers having to ask what they're working on.
Tracks incoming and outgoing funds with profit visibility by time and expenses. Integrates with QuickBooks for automated financial data. Built per firm to match your accounting setup and chart of accounts.
Lead volume, conversion rates, and pipeline health by month and source. Built around how PI and immigration firms actually measure intake.
Tracks lead-to-hire conversion across every source and intake step. Shows where prospects drop off so your firm can fix the funnel. Available for firms using LeadDocket as their intake system.
Tracks per-person caseload by attorney and paralegal, task completion, recent activity, and burndown trends. Helps partners and managers see who's overloaded, who's productive, and how to balance work.
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.
Backup you and your team can count on.
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 that answers your firm's inbound calls. Built on ElevenLabs voice technology, it qualifies intake leads, routes urgent matters to the right person, takes notes during the call, and handles basic questions, with structured summaries pushed back to your case or practice management system.
An AI agent that handles your firm's website conversations through chat and voice. Built on ElevenLabs conversational AI, it answers FAQs from your firm's content, qualifies inquiries against your intake criteria, routes urgent matters to the right person, and pushes conversation summaries back to your case or practice management system.
Superpowers that make your practice faster, more thorough, and more profitable.
Reaches out to your firm's clients or patients to ask for feedback at the right moments. Their responses are analyzed for sentiment, with positive feedback turned into a review request linked to the right platform, and concerns routed directly to leadership for action.
Triggered by case events or initiated on demand from inside Filevine. Two modes: connect a member of your team directly to the recipient (click-to-dial), or have an AI voice agent place the call and handle the conversation. Call notes and outcomes track back to the case.
Call Intelligence works with your firm's existing phone system to capture every inbound and outbound call and voicemail, transcribe it, and read it for a summary, action items, sentiment, and the reason for the call. Each one is filed to the correct Filevine matter automatically, with firm-internal calls skipped and anything it cannot match confidently routed to a person for review.
Triggered by case events (a phase change, a new tag, a status update), the right email template is filled with case data and sent from your firm's mailbox. Delivery confirmation tracks back to the case.
Triggered by case events, the right document or letter is rendered, faxed via your eFax provider, and the delivery receipt tracked back to the case. Built for the situations where physical mail is too slow but email won't satisfy compliance or counterparty preference.
Inbound faxes arriving at your firm's eFax line get OCR'd, identified by sender and content, matched against your case data, summarized with action items extracted, and either filed in Filevine with notification to the case owner or routed to human review when the match is ambiguous.
Detects case-related emails arriving at your firm's mailboxes, locates the right case, and moves the email plus any attachments directly into the case file. Each email is summarized with action items extracted, and downstream actions like task assignment or status updates can fire automatically. Anything ambiguous gets routed to human review.
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.
Triggered by case events (a phase change, a status update, an intake step), the right letter template is filled with case data, printed, folded, stuffed in an envelope, and posted to the recipient. Delivery confirmation tracks back to the case.
Triggered by case events (an appointment scheduled, a status update, a reminder threshold), an SMS template is filled with case data and sent to the recipient. Delivery confirmation tracks back to the case.
Inbound SMS arriving at your firm's text-enabled lines get identified by sender and content, matched against your case data, summarized with action items extracted, and either filed in Filevine with notification to the case owner or routed to human review when the match is ambiguous.
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.
Watches your firm's SharePoint mail dropbox. Multi-page PDFs get split into individual pieces, each is identified by content and parties, grouped with related pages from the same case, matched against your case data, summarized with action items extracted, and either filed in Filevine with notification to the case owner or routed to human review when the match is ambiguous.
A case-aware decision matrix evaluates every finding against the claimant's case theory, choosing from six redaction actions and ensuring decisions stay consistent across documents and free of third-party attribution. Every redaction traces to a rule or named human override.
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.
The boring busywork inside your case system.
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.
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.
When a new case is created in Filevine, your firm's standard recurring expenses get added automatically based on case type. The case enters billing with the right expense baseline from day one.
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.
