Estate Distribution & Beneficiary Tracking for Personal Injury Attorneys with Filevine
The Problem
Probate and trust administration for Plaintiff PI matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in Filevine
AI tracks every asset and beneficiary in Litify, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
Filevine Integration Approach
Audit your Filevine configuration
We map the specific Filevine objects, custom fields, and workflows the automation needs to touch for your plaintiff pi practice.
Build on the Filevine API or agent
Integration happens inside Filevine — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Filevine with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Filevine instance
30-minute call. We'll look at your actual Filevine setup and show exactly how this workflow fits.