# AI Automation for Filevine

> 16 workflow automations purpose-built on top of Filevine — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/filevine/
- **Automation count:** 16
- **Roles:** Mass Tort Paralegal, Personal Injury Attorney

## Automations

- [RFE & Notice Response Drafting for Personal Injury Attorneys](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-personal-injury-attorney-with-filevine/) — AI classifies the RFE, pulls the matter file from Litify, drafts a point-by-point response against the original petition and current guidanc
- [Client Questionnaire Intake & Translation for Personal Injury Attorneys](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-personal-injury-attorney-with-filevine/) — AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, 
- [Trademark Docketing & Renewal for Personal Injury Attorneys](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-personal-injury-attorney-with-filevine/) — AI monitors deadlines across Litify and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — 
- [Patent Prior Art Search for Personal Injury Attorneys](https://calish.com/workflows/with/patent-prior-art-search-for-personal-injury-attorney-with-filevine/) — AI runs the search across USPTO, EPO, and Litify, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — att
- [Estate Distribution & Beneficiary Tracking for Personal Injury Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-personal-injury-attorney-with-filevine/) — AI tracks every asset and beneficiary in Litify, generates status updates per beneficiary, drafts receipts and waivers, and escalates missin
- [Medical Records Retrieval & Chronology for Personal Injury Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-personal-injury-attorney-with-filevine/) — AI requests records via HITECH, ingests them into Litify, builds a chronological medical timeline with visit-level detail, and flags gaps — 
- [Demand Package Drafting for Personal Injury Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-personal-injury-attorney-with-filevine/) — AI drafts the demand from the matter file in Litify, including medical chronology, damages calc, and liability narrative — associate refines
- [Closing Checklist & Disclosure Packet for Personal Injury Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-personal-injury-attorney-with-filevine/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s
- [Patent Prior Art Search for Mass Tort Paralegals](https://calish.com/workflows/with/patent-prior-art-search-for-mass-tort-paralegal-with-filevine/) — AI runs the search across USPTO, EPO, and Litify, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — att
- [Estate Distribution & Beneficiary Tracking for Mass Tort Paralegals](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-mass-tort-paralegal-with-filevine/) — AI tracks every asset and beneficiary in Litify, generates status updates per beneficiary, drafts receipts and waivers, and escalates missin
- [Medical Records Retrieval & Chronology for Mass Tort Paralegals](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-mass-tort-paralegal-with-filevine/) — AI requests records via HITECH, ingests them into Litify, builds a chronological medical timeline with visit-level detail, and flags gaps — 
- [Demand Package Drafting for Mass Tort Paralegals](https://calish.com/workflows/with/demand-package-drafting-for-mass-tort-paralegal-with-filevine/) — AI drafts the demand from the matter file in Litify, including medical chronology, damages calc, and liability narrative — associate refines
- [Closing Checklist & Disclosure Packet for Mass Tort Paralegals](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-mass-tort-paralegal-with-filevine/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s
- [Employment Handbook & Policy Updates for Mass Tort Paralegals](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-mass-tort-paralegal-with-filevine/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Litify, drafts redlines, and routes to th
- [Bankruptcy Schedule & Means Test for Mass Tort Paralegals](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-mass-tort-paralegal-with-filevine/) — AI ingests client documents into Litify, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matri
- [Client Intake & Conflict Screening for Mass Tort Paralegals](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-mass-tort-paralegal-with-filevine/) — AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time d

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