Integration

Automate Personal Injury Case Intake in Filevine with AI

Manage your intake more efficiently with Reflekt Legal and Filevine with confidence

Filevine integration details

Reflekt Legal integrates directly with Filevine so qualified leads, project details, and client information flow into your workspace automatically.

Your intake team no longer needs to re-enter data or chase down missing information. Every conversation your AI Legal Receptionist handles is logged, structured, and pushed into Filevine in real time.

Already sending documents through Vinesign? See the Vinesign integration

Reflekt Legal + Filevine

Key features

How Legal Receptionist works with Filevine

Some of the actions that our AI legal receptionist can do in Filevine.

Create new contacts

Your AI Legal Receptionist can create new contacts in Filevine and categorize them based on their conversation, case type, and intake responses.

Update existing contact info

Your AI Legal Receptionist can update contact details in Filevine in real time, without any manual effort.

Create projects

Your AI Legal Receptionist can create new Filevine projects automatically from qualified intake conversations with all relevant fields populated.

Upload documents

Your AI Legal Receptionist can attach intake transcripts, signed forms, and supporting documents directly to the client record in Filevine.

Update statuses

Your AI Legal Receptionist can update lead and project statuses based on conversation outcomes, keeping your pipeline current without manual intervention.

Look up projects

Your AI Legal Receptionist can search existing projects in Filevine during conversations, pulling relevant history to provide context-aware responses.

Tailored to your own operations

Your AI receptionist runs intake operations directly from within your CRM & CMS. No extra tools to manage, no duplicate workflows. Everything stays in Filevine where your team already works.

Get started

Get started with AI intake in Filevine

Go live in days, not months. Here is how simple the process is.

Step 01
Jump on a call with our team
Step 02
We analyze your Filevine set up and workflows
Step 03
In 1–2 days your AI is trained on your Filevine
Step 04
You can test internally
Step 05
Turn the AI on and let your intake operations take off

From call to Filevine project

Filevine is built for managing complex cases. Reflekt Legal captures them properly on the first call, so every new project starts with the details your team needs.

Call comes in
Your AI receptionist answers 24/7, whether your team is in court, in a consultation or closed for the day.
Case is qualified
The AI asks your PI intake questions: incident, injuries, treatment and insurance details.
Filevine project created
Qualified intakes create a Filevine project with the contact, case facts and call summary already filled in.
Your team is notified
A complete project is waiting, so your team can start case work without re-entering data.

Personal injury intake, captured in Filevine

Intake questions are tailored to each case type you take, and the answers land in the Filevine fields your team relies on.

Motor vehicle accidents

Accident details are captured while they are fresh.

Accident circumstances
Injuries and treatment to date
Insurance and police report details

Premises liability

Slip and fall details reach your team organized and ready for review.

Location and hazard description
Witnesses
Medical treatment details

Medical malpractice

Clinical details are gathered for attorney review.

Provider and facility
What happened and when
Treatment afterwards

Wrongful death

Families are handled with care while the essentials are captured.

Relationship to the decedent
Circumstances of the death
Family contact details

FAQ

Filevine integration questions, answered

Does Reflekt Legal work with all Filevine practice areas?

Yes. Personal injury is the most common setup, but the Filevine integration works for any practice area. Intake questions are customized to the case types you handle.

Can I choose which Filevine fields Reflekt Legal fills in?

Yes. We map intake answers to your Filevine project fields, including custom fields for injury types or case categories.

Does Reflekt Legal screen for conflicts before a Filevine project is created?

The AI captures party names and case details on the first call. When something suggests a possible conflict, it is flagged in the call summary so an attorney reviews it first.

Can the AI handle sensitive medical and treatment questions?

Yes. The AI is trained to ask about injuries, treatment and providers with care, and to escalate urgent calls to your team.

How long does it take to set up the Filevine integration?

Setup starts with a call with our team. We review your Filevine setup and workflows, train your AI receptionist on them in 1 to 2 days, and you test internally before going live.

Related integrations and features

Want an AI Legal Receptionist that works with Filevine?

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