Filevine Is Powerful. We Make It Work the Way Your Firm Actually Works.
Most law firms use less than 30% of Filevine's capability. We configure your phases, build your automation rules, and wire up your document triggers — so Filevine runs your cases, not the other way around.
Average Filevine capability firms actually use. The rest sits idle while staff work around the platform manually.
Saved per staff member per week once phase automation, document generation, and deadline tracking are live.
From kickoff to first automated phase triggers running in your live Filevine environment.
Most firms use Filevine like a glorified spreadsheet. They enter data, move stages manually, and chase documents through email. We configure Filevine to do the work — automatically triggering tasks, generating documents, and updating records the moment a case milestone is reached.
Four Areas We Build in Every Filevine Engagement
Every configuration is designed around your firm's actual case types, practice areas, and workflow — not a generic template.
Phase & Stage Configuration
Custom phase trees built for your specific practice areas. Each phase transition triggers the right tasks, assigns them to the right staff, and moves the case forward without manual intervention.
Document Generation Triggers
Case reaches a key milestone → Filevine automatically generates the correct document populated with case data. Demand letters, retainer agreements, client updates — without anyone opening a template.
Deadline Tracking & Alerts
Statute of limitations, filing deadlines, and follow-up windows calculated automatically from case data and added to calendars — with escalating alerts if a deadline is approaching and no action has been taken.
Custom Fields & Notification Rules
Custom fields configured for your case types. Notification rules that alert the right person at the right time — not everyone, every time — so your team responds to what matters.
A Fully Automated Filevine Case Progression Flow
This is what case movement looks like in Filevine once we've built the automation rules around your phases.
New matter created in Filevine
Practice area routing assigns correct phase tree
Opening tasks auto-created and assigned
Deadlines calculated and added to calendar
Phase advances → document generation triggers
Next phase tasks auto-assigned to correct staff
Every Automation Configured in a Standard Filevine Engagement
Built for your firm's practice areas, tested against your live data, and documented before handoff.
Phase-triggered task creation
Case advances to new phase → task list auto-created and assigned to the correct staff member with deadlines
Automated document generation
Key phase reached → Filevine generates the correct document template populated with case field data
Statute & deadline auto-calculation
Matter created → relevant deadlines calculated from incident/filing date and pushed to attorney calendar
Custom field configuration
Practice area-specific data fields built and organized so every case captures the exact information your attorneys need
Escalating deadline alerts
Deadline approaching with no action → automated alert escalation to supervisor before the window closes
Targeted notification rules
Specific staff notified only when relevant to their role — eliminating inbox noise and ensuring nothing critical is missed
Multi-practice area phase trees
Separate phase configurations per practice area — PI, family law, immigration, or any mix — each with their own automation rules
Staff assignment routing
New matters auto-assigned to the correct attorney or paralegal based on practice area, case type, or intake criteria
Everything Included in Your Filevine Optimization Engagement
Fully built, fully tested, fully documented — and trained with your team before we hand off.
Configuration Audit
Full review of your current Filevine setup — phases, fields, rules, and gaps — before any build begins.
Phase & Pipeline Design
Custom phase trees built for each practice area, with automation rules mapped to your firm's actual case workflow.
Automation Build
All automation rules built and tested in your live Filevine environment — no staging guesswork, no partial builds.
Staff Training
Live walkthrough of every automation with your team so staff understand exactly how the new workflow operates.
Documentation
Written workflow guides for every phase tree and automation rule — so your team can onboard new staff without us.
30-Day Support
One month of post-launch support. Adjustments, fixes, and optimization as your team runs live cases through the new system.
Scoped to your firm's needs
- Full Filevine configuration audit
- Custom phase trees per practice area
- All automation rules built and tested
- Document generation trigger configuration
- Deadline tracking and calendar automation
- Custom field setup per case type
- Staff training session
- Written workflow documentation
- 30 days of post-launch support
- Delivery in 3–5 weeks from kickoff
Book a free 30-minute strategy call. We'll review your current Filevine configuration, identify your biggest automation opportunity, and show you exactly what a fully optimized setup would look like for your firm.
Ready to Unlock the Other 70% of Filevine?
Book a free call. We'll audit your current setup and show you exactly what we'd build — before you commit to anything.
Unlock what your firm is capable of.
Secure AI automation systems built specifically for small and midsize law firms.
