Filevine

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.

Measures data completeness across required fields by case type. Identifies cases with missing party info, missing key dates, missing phase data, and other gaps that affect downstream reporting and automation. Sortable by phase to surface where data hygiene needs work.

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.

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.

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.

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.