Our AI integrates with Filevine so it can use the software like a member of your team: it draws context from a matter, has a phone or SMS conversation with case-specific context, and then logs that conversation back into Filevine.
In under a week you can have an agent built, onboarded, and handling tasks. We handle all of the technology — all we need from you is a couple of calls to walk through the process and exchange credentials.
An API lets outside software — like an AI agent — read and act on the information in a system without using the app itself. What's possible depends on how complete and open the platform's API is. Three capabilities do the heavy lifting:
Any action in the software can fire a signal — usually a webhook — to the AI system, telling it to do something.
The AI reads from the software to get personalized context: a new lead, an existing client, the details of the case.
After the AI acts, it writes the conversation — a summary or transcript — back into the software.
Filevine's API is unusually complete and open. That means an agent can use Filevine not just for coordination and record-keeping, but as a control panel to kick off an entire automation workflow — something that wasn't possible before.
Integration feasibility comes down to four capabilities
A secure way to authenticate as an integration.
Webhooks that fire on case events like a phase change.
Pull matter, client, and contact data for context.
Log notes, calls, and documents back to the matter.
The API surface an agent can work with, by area.
Read a matter's data and react to phase changes — the trigger that starts an automated workflow.
Read and create client contacts and pull the primary phone straight off the matter.
Post notes to the matter and log every call and text back against it — pinned, with a transcript link.
Upload and retrieve documents, and read/write the custom fields on Filevine's dynamic sections.
Add appointments and case deadlines so nothing depends on someone remembering.
Create follow-up tasks for the legal team when something needs a human.
Send the representation agreement for e-signature and track when it's signed.
Fire on a Filevine console action or phase change so the agent starts itself — no one kicks it off.
A basic workflow we set up: the AI follows up with clients so they stay on their medical treatment — a new touchpoint that keeps clients in contact with the case team and logs the latest status automatically.
A paralegal changes the case's phase from “Claims verification” to “Treatment.” Filevine lets you subscribe to that event, so whenever it happens it fires a webhook to the agent.
The agent looks up the client's phone by API and places a call or sends an SMS with case context — “Hi Jesse, our team at XYZ Law has everything we need about your claim, and we're checking in to see if you've started your medical treatment.”
After the call or text, the agent writes the summary and transcript back into Filevine, so the team has a record on the matter.
For a multi-state personal-injury firm, we shipped an AI agent (Grace) that runs intake, e-signs new clients through VineSign, and — triggered by a Filevine phase change — follows up with clients through medical treatment, writing every conversation back to the matter as a note.
Read the Grace case study — step by stepOnboarding is fast — it typically takes about a week, and in urgent cases we can have you live in as little as a day. At a glance:
We identify which client communications to automate. Common use cases: case-status updates, medical-treatment follow-ups, document requests, and appointment reminders.
We set up the agent with the right conversation flows, response templates, and follow-up logic for your practice area.
Configure Filevine for secure API access.
Establish the connection between the agent and Filevine.
Thorough testing before it goes live.
Launch, then keep it sharp.
Whether you want to implement it yourself or have us handle it end to end, we're ready to help you automate client communications and streamline your workflow — on Filevine or whatever case system you run.