A clear view of your practice.
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 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.
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.
Superpowers that make your practice faster, more thorough, and more profitable.
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.
