Documents that file themselves into the right case. Settlement math that runs the moment a document uploads. Every inbound email, fax, and call handled before anyone opens Outlook.
It listens to your communication systems (phone, email, fax), your case management system, and your Microsoft environment. When something happens in one, the right action happens in the others.
Capture every signal. Route to where the work happens.
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.
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 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.
Read, classify, extract, redact, at scale.
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 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.
Case-level operations inside the systems your firm already runs.
Capture what people say, and what they mean by it.
