RingCentral integrations

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.

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.