16 workflow automations purpose-built on top of Filevine — no data leaves your system, no parallel tool for your team to learn.
AI requests records via HITECH, ingests them into Litify, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Litify, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into Litify, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Litify, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Litify. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across Litify and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Litify, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Litify, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Litify, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Litify, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into Litify, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Litify, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from Litify, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Filevine for any repetitive process. Tell us what you'd automate.
