Solutions

When a case is archived, any open tasks get converted into tagged notes so nothing falls off the record.

New documents get hashtags applied automatically so downstream workflows pick them up.

A custom AI agent trained on your firm's data, connected to every system you run, and equipped to take action across them.

Case-related emails are detected, summarized, matched to the right case, and filed with attachments and action items routed to the team.

Mediations get scheduled across all counsel through automated email coordination.

Every new case starts with your firm's standard expense list already loaded.

Physical mail composed and sent from your case management system on trigger.

When a case moves phases, your firm's configured updates run on the case.

Filevine taskflows fire configured side effects so the surrounding work runs automatically.

Every inbound call is answered, handled, and routed with structured notes captured for the firm.

Every incoming document is classified, renamed, filed in the right folder, and tagged for downstream workflows.

Every inbound call is answered by name, matched to the caller's Filevine case, and routed to the right department.

Inbound scanned mail is identified, summarized, matched to the right case, and filed with action items routed to the team.

Documents redacted in service of the claimant's case theory, with every decision traceable.

Independent backup for your Filevine data and documents.

Independent backup for your LeadDocket data and documents.

Independent backup and archive for your Microsoft 365 data.