Customers

Firms running on Trellys today.

Detailed case studies are on the way. Here's a snapshot of what's running across the practices and clinics on the platform, anonymized until each firm signs off on a public reference.

Personal Injury · 25 staff

Inbox automation + redaction

An AI agent triages every inbound email. Document redaction runs on every uploaded medical record. A single high-value settlement ran 1,581 webhook events through the substrate end-to-end.

Filevine · Microsoft 365 · Anthropic
Personal Injury · 40+ staff

Mediation scheduling automation

Email-driven calendar coordination across plaintiff and defense counsel. Pydantic AI Graph with Postgres persistence handles the scheduling state machine.

Filevine · Microsoft 365 · Anthropic
Immigration Law · 100+ staff

Document redaction + BI reporting

The heaviest redaction workload on the platform. Custom BI reports pulled from Filevine via nightly sync, replicated to a dedicated database for slice-and-dice analysis.

Filevine · LeadDocket · Neon
Medical Clinic · 12 locations

Multi-location email triage

Clinic-wide email triage with deep Microsoft 365 integration. Inbound mail across all 12 locations routes through one AI agent into the right team's queue.

Microsoft 365 · Anthropic
Veterans Disability Law · 20+ staff · Pilot

Missive ↔ Filevine bridge

~300 emails per day across 5 teams, all routed through the substrate via a real-time bridge between Missive (the email front-end) and Filevine (the case system).

Missive · Filevine · Microsoft 365