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.
On-Demand Forms lets Trellys generate private, expiring links for clients, partners, vendors, or other outside parties. Use templates for repeatable workflows like intake packets, HIPAA releases, authorizations, NDAs, and document requests, or let Filevine workflows and AI agents create dynamic interactions when the situation needs something specific.
