Drafted for FilevineSome of what we build on Filevine
Intake to consults
We turn web and phone inquiries into intake summaries, and your team runs conflict checks and decides which ones to book as consults.
Deadlines on the matter
We draft court dates and deadlines from your documents, and an attorney confirms each one on the matter.
Time and billing
We tidy time entries and draft invoices for your billing team to review.
Client updates
We draft client status updates from your matter notes for an attorney to approve.
Document intake
We read, name and file client documents to the right matter.
Answers for your staff
Staff get answers to internal procedure questions from your own playbooks.
Filevine connects to outside tools through personal access tokens, and Filevine recommends tying each token to a service account. A firm creates that service account in Filevine’s advanced settings, generates the token there and manages the client ID and secret for the connection in its Account Manager. Those secrets expire after one year by default and cannot be renewed once expired, so we record each expiry date and replace the secret with your administrator before it lapses. Sastre uses that route to connect Filevine to the rest of your tools, with every write approved by your team first.
Filevine stores data at rest in US data centers on AWS, according to its security addendum, and the workflows we build run in accounts your firm owns. Each one has its own service account, so its access can be reviewed or revoked without touching anyone’s personal login.
At personal injury firms on Filevine, the work around the platform is heavy on documents and outside parties. Job postings at Filevine firms ask records clerks to upload provider documents into Filevine by hand and ask case managers to chase declaration pages from every insurer involved and add them to the case, with notes in every file they touch. Each of those tasks starts in an inbox, a fax line or a phone call and ends in a Filevine project.
For a Filevine firm, we would start with work like this:
Each provider on a project gets a drafted request for records and bills, and the project shows which requests are still outstanding until every document is in.
When an insurer sends a declaration page or an adjuster writes, the document is attached to its project and any missing coverage detail becomes a task for the case manager.
Notes from client and adjuster calls are summarized onto the project with the next step and its due date.
Court notices are read for deadlines, which are drafted onto the project and stay unconfirmed until an attorney checks them.
When a project moves to a new phase, a client update is drafted from its notes for an attorney to approve.
Where a step cannot run through the API, we use exports and browser steps your firm approves, and each one appears in the action log with the person who approved it. Firms review vendors before client files move, and ABA Formal Opinion 512 asks them to understand how a tool treats confidential information, so we provide a written account of every tool and data flow for that review.
For a B2B company, we built call debriefs that turn each discovery call’s notes into a structured review saved to the right record, with every point backed by the buyer’s own words. On Filevine, a client or adjuster call can be captured onto the project the same way.
Some tools we connect to Filevine
Questions about Filevine and AI
What does our firm need to set up for a Filevine connection?
Your administrator creates a service account in Filevine, generates a personal access token for it and manages the client ID and secret in Account Manager. We walk through those steps together and list the account in your access list.
What happens when the Filevine secret expires?
Filevine secrets expire after one year by default and cannot be renewed once expired. We track the date and replace the secret with your administrator ahead of time, so the workflow keeps running.
Do clients need to consent before AI works with their files?
Whether consent is needed depends on the tool, the terms of each engagement and your state’s ethics rules. ABA Formal Opinion 512 asks for informed consent before confidential information goes into a tool that can learn from it, so we document each tool and data flow for your firm to decide.
How is client information in Filevine protected?
Each workflow runs under its own service account with only the access it needs, and your firm can revoke it at any time. The business terms we use keep client data out of model training, the action log captures every step, and 30 days after an engagement ends we delete any client data we still hold.
What does a Filevine project cost?
It starts with a free working session of about an hour on one Filevine workflow, such as records requests or call notes. The paid workflow map that follows ends in a fixed quote, with its fee credited to the build.