Solutions

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AI Agents

Agents that answer calls, handle questions, and act across your systems.

1 product

	Price	Per
Voice Receptionist Pilot Every inbound call is answered by name, matched to the caller's Filevine case, and routed to the right department.	$0.25	call

Automations

Work that runs on its own when calls come in, documents land, or cases change.

15 products

	Price	Per
Phones
Call Dispatch Outbound calls triggered from your case management system, connecting your team or an AI agent to the right person.	$0
Call Filing Every client call and voicemail gets written up and filed to the right case in Filevine, so nothing slips through.	$0.05	call
Also see · AI Agents Voice Receptionist
Texts
Text Dispatch Text messages composed and sent from your case management system on trigger.	$0
Email
Email Dispatch Email composed and sent from your case management system on trigger.	$0
Email Filing Building Case-related emails are detected, summarized, matched to the right case, and filed with attachments and action items routed to the team.	$0.05	email
Faxes
Fax Dispatch Fax composed and sent from your case management system on trigger.	$0
Fax Filing Inbound faxes are OCR'd, summarized, matched to the right case, and filed with action items routed to the team.	—
Mail
Mail Dispatch Physical mail composed and sent from your case management system on trigger.	$1.35	letter
Mail Filing Inbound scanned mail is identified, summarized, matched to the right case, and filed with action items routed to the team.	—
Documents
Document Triage Every incoming document is classified, renamed, filed in the right folder, and tagged for downstream workflows.	$0.05	doc
Intelligent Redaction Documents redacted in service of the claimant's case theory, with every decision traceable.	$0.05	page
Cases
Archive Cleanup When a case is archived, any open tasks get converted into tagged notes so nothing falls off the record.	$0
Mediation Scheduling Building Mediations get scheduled across all counsel through automated email coordination.	—
Clients
On-Demand Forms Pilot Secure forms, packets, releases, and approvals generated when the work needs them.	—
Expenses
Standard Expenses Every new case starts with your firm's standard expense list already loaded.	$0

Backup & Sync

Independent copies of your data, kept current outside the systems you rely on.

4 products

	Price	Per
File Backup
Filevine Vault Independent backup for your Filevine data and documents.	from $0
LeadDocket Vault Building Independent backup for your LeadDocket data and documents.	—
File Sync
Filevine Sync Case documents stay in sync between Filevine and SharePoint or Google Drive, both ways, automatically.	from $5	project
Data Operations
★ Data Warehouse Your firm's data in one reporting database you own.	$0

	Zone	Shelf
Voice Receptionist	AI Agents	—	$0.25 /call	Pilot
Call Dispatch	Automations	Phones	$0
Call Filing	Automations	Phones	$0.05 /call
Text Dispatch	Automations	Texts	$0
Email Dispatch	Automations	Email	$0
Email Filing	Automations	Email	$0.05 /email	Building
Fax Dispatch	Automations	Faxes	$0
Fax Filing	Automations	Faxes	—
Mail Dispatch	Automations	Mail	$1.35 /letter
Mail Filing	Automations	Mail	—
Document Triage	Automations	Documents	$0.05 /doc
Intelligent Redaction	Automations	Documents	$0.05 /page
Archive Cleanup	Automations	Cases	$0
Mediation Scheduling	Automations	Cases	—	Building
On-Demand Forms	Automations	Clients	—	Pilot
Standard Expenses	Automations	Expenses	$0
Filevine Vault	Backup & Sync	File Backup	$0
LeadDocket Vault	Backup & Sync	File Backup	—	Building
Filevine Sync	Backup & Sync	File Sync	$5 /project
Data Warehouse	Backup & Sync	Data Operations	$0

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Solutions

Phones

Texts

Email

Faxes

Mail

Documents

Cases

Clients

Expenses

File Backup

File Sync

Data Operations