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Call Filing

Every client call and voicemail gets written up and filed to the right case in Filevine, so nothing slips through.

Calls that never make it into the file are where details and follow-ups get lost.

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.

Here's what lands in your Filevine activity feed example

No one types it up. It just appears on the matter, in the feed your team already works in.

⚡ Activity Johnson v. Mercy General · #14237
Add new activity…
KJ
Karen Johnson · text message · Today, 9:02 AM
⋮
💬 "Hi, can someone call me about my MRI?"
📞
Call Filing · added a note · Today, 2:34 PM
Auto-filed
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📝 Phone call with Karen Johnson
From
Karen Johnson (client)
Direction
Inbound
Duration
4m 32s
Sentiment
Frustrated then Reassured
Why she called

Checking on her MRI results and when the demand will go out.

Summary

Karen completed her MRI on Tuesday and wants to know the next steps in her case. She received a bill from the imaging center and is worried she has to pay it. She also asked whether she is required to attend the defense medical exam.

Action items captured in the note
  • Confirm MRI records received from the imaging center
  • Call client back about the imaging bill (she should not pay it)
  • Calendar the defense medical exam and notify the client
📄 Full transcript attached
≑ Assign as Task
MM
Matthew Mathis · created a note · 3/29/2026
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📝 Phase changed to Settled
↳
Missed calls and voicemails can also open a follow-up task on the matter, so a call no one answered still gets picked up.
How it works
1
Capture
Every inbound and outbound call and voicemail on your existing phone system.
2
Transcribe
The full call is turned into accurate text.
3
Read
A summary, action items, sentiment, and who called and why.
4
File to the case
Posted to the right Filevine matter as a Phone Call note, automatically.
✓ Built for Filevine. Files straight into the activity feed.
✓ HIPAA-compliant infrastructure for privileged client calls.
✓ Uncertain matches go to a person, never the wrong file.
✓ Works with your phones, RingCentral, Dialpad, and more.
✓ Firm-internal calls are skipped, so the file stays clean.
✓ Voicemails are captured and filed the same way.
Replaces a $1.38 manual write-up per call (staff time) with a filed record.
$0.10 / call
Standard
$0.05 / call
Member
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