All inbound/outbound communications: email, mail, phone, SMS, fax. Capture, normalize, extract, match, route.
Any inbound signal — email, fax, text, mail, call — is received, identified, and recorded.
Call Filing transcribes every call and voicemail, writes a short summary, and pulls out the action items and who called and why. It files all of it to the correct case in Filevine automatically, so your team sees what was discussed and what needs to happen next without anyone stopping to type it up. Calls it can't match confidently go to a person for review, so nothing lands in the wrong file.
Inbound faxes arriving at your firm's eFax line get OCR'd, identified by sender and content, 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.
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.
Inbound SMS arriving at your firm's text-enabled lines get identified by sender and content, 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.
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.
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.
Captured signals are read for a summary, key facts, sentiment, and action items.
Call Filing transcribes every call and voicemail, writes a short summary, and pulls out the action items and who called and why. It files all of it to the correct case in Filevine automatically, so your team sees what was discussed and what needs to happen next without anyone stopping to type it up. Calls it can't match confidently go to a person for review, so nothing lands in the wrong file.
Inbound faxes arriving at your firm's eFax line get OCR'd, identified by sender and content, 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.
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.
Inbound SMS arriving at your firm's text-enabled lines get identified by sender and content, 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.
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.
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.
Captured signals are matched to the right case and stored there.
Call Filing transcribes every call and voicemail, writes a short summary, and pulls out the action items and who called and why. It files all of it to the correct case in Filevine automatically, so your team sees what was discussed and what needs to happen next without anyone stopping to type it up. Calls it can't match confidently go to a person for review, so nothing lands in the wrong file.
Inbound faxes arriving at your firm's eFax line get OCR'd, identified by sender and content, 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.
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.
Inbound SMS arriving at your firm's text-enabled lines get identified by sender and content, 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.
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.
The firm initiates a communication — email, fax, text, mail, or call — triggered by a case event.
Triggered by case events or initiated on demand from inside Filevine. Two modes: connect a member of your team directly to the recipient (click-to-dial), or have an AI voice agent place the call and handle the conversation. Call notes and outcomes track back to the case.
Triggered by case events (a phase change, a new tag, a status update), the right email template is filled with case data and sent from your firm's mailbox. Delivery confirmation tracks back to the case.
Triggered by case events, the right document or letter is rendered, faxed via your eFax provider, and the delivery receipt tracked back to the case. Built for the situations where physical mail is too slow but email won't satisfy compliance or counterparty preference.
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.
Triggered by case events (an appointment scheduled, a status update, a reminder threshold), an SMS template is filled with case data and sent to the recipient. Delivery confirmation tracks back to the case.
