Solutions

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AI Agents

Agents that answer calls, handle questions, and act across your systems.

3 products

	Standard	Member	Per
★ Core Ops Agent A custom AI agent trained on your firm's data, connected to every system you run, and equipped to take action across them.	$300	$0	agent
Inbound Call Agent Every inbound call is answered, handled, and routed with structured notes captured for the firm.	$1.50	$0.75	call
Voice Receptionist Pilot Every inbound call is answered by name, matched to the caller's Filevine case, and routed to the right department.	$1.50	$0.75	call

Automations

Work that runs on its own when calls come in, documents land, or cases change.

22 products

	Standard	Member	Per
Phones
Call Dispatch Outbound calls triggered from your case management system, connecting your team or an AI agent to the right person.	$0.05	$0.02	call
Call Filing Every client call and voicemail gets written up and filed to the right case in Filevine, so nothing slips through.	$0.10	$0.05	call
Also see · AI Agents Voice Receptionist · Inbound Call Agent
Texts
Text Dispatch Text messages composed and sent from your case management system on trigger.	$0.05	$0.02	text
Text Filing Inbound text messages are identified, summarized, matched to the right case, and filed with action items routed to the team.	$0.05	$0.02	text
Email
Email Dispatch Email composed and sent from your case management system on trigger.	$0.10	$0.05	email
Email Filing Building Case-related emails are detected, summarized, matched to the right case, and filed with attachments and action items routed to the team.	$0.10	$0.05	email
Faxes
Fax Dispatch Fax composed and sent from your case management system on trigger.	$0.10	$0.05	page
Fax Filing Inbound faxes are OCR'd, summarized, matched to the right case, and filed with action items routed to the team.	$0.20	$0.10	doc
Mail
Mail Dispatch Physical mail composed and sent from your case management system on trigger.	$1.35	$1.35	letter
Mail Filing Inbound scanned mail is identified, summarized, matched to the right case, and filed with action items routed to the team.	$0.20	$0.10	doc
Documents
Auto-Tag New documents get hashtags applied automatically so downstream workflows pick them up.	$100	$0	month
Document Triage Every incoming document is classified, renamed, filed in the right folder, and tagged for downstream workflows.	$0.10	$0.05	doc
Intelligent Redaction Documents redacted in service of the claimant's case theory, with every decision traceable.	$0.10	$0.05	page
Document to Field Extraction When a configured trigger fires, a specific document is read and its values are written directly into your case fields.	$0.010	$0.005	page
Settlement Sheet to Filevine	$10	$5	doc
Cases
Archive Cleanup When a case is archived, any open tasks get converted into tagged notes so nothing falls off the record.	$100	$0	month
Mediation Scheduling Building Mediations get scheduled across all counsel through automated email coordination.	$1	$0.50	meeting
Phase Actions When a case moves phases, your firm's configured updates run on the case.	$100	$0	month
Taskflow Helpers Filevine taskflows fire configured side effects so the surrounding work runs automatically.	$100	$0	month
Clients
Feedback Loop Client feedback gets collected automatically, with positive responses turning into online reviews and concerns surfacing to leadership.	$100	$0	unit
On-Demand Forms Pilot Secure forms, packets, releases, and approvals generated when the work needs them.	—	—
Expenses
Standard Expenses Every new case starts with your firm's standard expense list already loaded.	$100	$0	month

Business Intelligence

Dashboards built from your firm's own data.

11 products

	Standard	Member	Per
Cases
Case Overview Report Detailed case-level data across your full caseload.	$200	$100	dashboard
Case Risk Dashboard Cases that need attention surfaced automatically by SOL exposure, communication gaps, and time in phase.	$200	$100	dashboard
Settlement Overview Report Settlement volume and outcomes across your full caseload.	$200	$100	dashboard
Leads
Intake Dashboard Real-time visibility into lead volume, conversion, and pipeline health by month and source.	$200	$100	dashboard
Leads vs Hires Report Intake funnel performance from lead capture through retained client.	$200	$100	dashboard
Financials
Funds Dashboard Money in, money out, and profit across your firm.	$200	—	month
Team
My Caseload & Tasks Your caseload, your tasks, your day in one place.	$200	$100	dashboard
People Dashboard Caseload, tasks, activity, and burndown for every member of your team.	$200	$100	dashboard
Data Quality
Data Quality Report How complete and accurate your firm's case data actually is.	$200	$100	dashboard
Custom
Data Modeling Custom data models built for your project types and fields. Scoped by complexity and design.	from $1,500	from $1,500	project type
Report Customization Changes to standard reports or fully custom reports, billed by the hour.	$180	$120	hour

Dashboards require the Data Warehouse. Standard dashboards include their data models. Dashboards beyond the standard set need data modeling, scoped per project type.

Backup & Sync

Independent copies of your data, kept current outside the systems you rely on.

5 products

	Standard	Member	Per
★ Data Warehouse Your firm's data in one reporting database you own.	$350	$0	firm
Filevine Vault Independent backup for your Filevine data and documents.	$199	$0	firm
LeadDocket Vault Building Independent backup for your LeadDocket data and documents.	$199	$0	firm
Microsoft 365 Vault Independent backup and archive for your Microsoft 365 data.	$10	$5	user
Filevine Sync Case documents stay in sync between Filevine and SharePoint or Google Drive, both ways, automatically.	$250	$125	firm

	Zone	Shelf
Core Ops Agent	AI Agents	—	$300 /agent	$0
Inbound Call Agent	AI Agents	—	$1.50 /call	$0.75
Voice Receptionist	AI Agents	—	$1.50 /call	$0.75	Pilot
Call Dispatch	Automations	Phones	$0.05 /call	$0.02
Call Filing	Automations	Phones	$0.10 /call	$0.05
Text Dispatch	Automations	Texts	$0.05 /text	$0.02
Text Filing	Automations	Texts	$0.05 /text	$0.02
Email Dispatch	Automations	Email	$0.10 /email	$0.05
Email Filing	Automations	Email	$0.10 /email	$0.05	Building
Fax Dispatch	Automations	Faxes	$0.10 /page	$0.05
Fax Filing	Automations	Faxes	$0.20 /doc	$0.10
Mail Dispatch	Automations	Mail	$1.35 /letter	$1.35
Mail Filing	Automations	Mail	$0.20 /doc	$0.10
Auto-Tag	Automations	Documents	$100 /month	$0
Document Triage	Automations	Documents	$0.10 /doc	$0.05
Intelligent Redaction	Automations	Documents	$0.10 /page	$0.05
Document to Field Extraction	Automations	Documents	$0.010 /page	$0.005
Settlement Sheet to Filevine	Automations	Documents	$10 /doc	$5
Archive Cleanup	Automations	Cases	$100 /month	$0
Mediation Scheduling	Automations	Cases	$1 /meeting	$0.50	Building
Phase Actions	Automations	Cases	$100 /month	$0
Taskflow Helpers	Automations	Cases	$100 /month	$0
Feedback Loop	Automations	Clients	$100 /unit	$0
On-Demand Forms	Automations	Clients	—	—	Pilot
Standard Expenses	Automations	Expenses	$100 /month	$0
Case Overview Report	Business Intelligence	Cases	$200 /dashboard	$100
Case Risk Dashboard	Business Intelligence	Cases	$200 /dashboard	$100
Settlement Overview Report	Business Intelligence	Cases	$200 /dashboard	$100
Intake Dashboard	Business Intelligence	Leads	$200 /dashboard	$100
Leads vs Hires Report	Business Intelligence	Leads	$200 /dashboard	$100
Funds Dashboard	Business Intelligence	Financials	$200 /month	—
My Caseload & Tasks	Business Intelligence	Team	$200 /dashboard	$100
People Dashboard	Business Intelligence	Team	$200 /dashboard	$100
Data Quality Report	Business Intelligence	Data Quality	$200 /dashboard	$100
Data Modeling	Business Intelligence	Custom	$1,500 /project type	$1,500
Report Customization	Business Intelligence	Custom	$180 /hour	$120
Data Warehouse	Backup & Sync	—	$350 /firm	$0
Filevine Vault	Backup & Sync	—	$199 /firm	$0
LeadDocket Vault	Backup & Sync	—	$199 /firm	$0	Building
Microsoft 365 Vault	Backup & Sync	—	$10 /user	$5
Filevine Sync	Backup & Sync	—	$250 /firm	$125

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Solutions

Phones

Texts

Email

Faxes

Mail

Documents

Cases

Clients

Expenses

Cases

Leads

Financials

Team

Data Quality

Custom