Filevine AI Assistant Enables “Chatting with a Case”
Filevine, a leading legal work platform, has launched the expanded FilevineAI platform, the AI Legal Assistant that introduces the ability to Chat with Your Case.
“FilevineAI isn’t just a tool, it’s a transformation,” said Ryan Anderson, CEO of Filevine. “We are re-engineering how legal professionals interact with their work. With the ability to chat directly with their case data inside a secure, trusted system, lawyers can move faster, think deeper, and deliver better outcomes. This is the beginning of a new era in legal tech, and Filevine is at the front of it.”
While many legal AI tools claim to offer chat-based functionality, they typically draw from limited or incomplete data sources, often just a subset of uploaded documents. This can lead to inaccurate or misleading responses. FilevineAI provides access to the full scope of case and matter data stored in the Filevine platform. This includes everything from court deadlines and billing records to discovery documents, communications, and negotiation histories, ensuring that responses are always based on complete, contextualised information.
In legal practice, details drive decision-making. Filevine is the only legal AI tool that allows legal professionals to chat with 100% of their matter data, including:
● Internal notes, comments, audit logs, and task lists
● Billing, timekeeping, and expense records
● Emails, texts, and client portal communications
● Deadlines, calendars, and court management orders
● Contact data, including clients, witnesses, and counsel
● Discovery documents, deposition files, and exhibits
● Medical, insurance, and subrogation data
● Negotiation and settlement histories
● Conflict checks and expert witness archives
“The AI features in Filevine have helped our firm save time and be more organised,” said Sara Waugh, Lead Case Manager, Lerner & Rowe Injury Attorneys. “We have been able to use the medical chronology to build a timeline by date of care, which includes all treatments, related or not. The CPT and Diagnosis codes coming into our demand letter have helped our staff create more detailed demands without having to look up CPT/Diagnosis on our own.”
“The AI validation suite has been excellent in ensuring specific details are in the case before it can move to the next phase. It prevents prematurely moving to the next step when it is not warranted,” added Waugh.
FilevineAI is fully embedded within Filevine’s secure, HIPAA-compliant, and SOC 2 Type II-certified platform, eliminating the need for external data uploads and ensuring client data remains protected. Unlike standalone AI tools, FilevineAI is purpose-built for legal work, using advanced vector-based search and proprietary retrieval-augmented generation (RAG) technology to deliver accurate, real-time answers based on the full context of each case. Legal professionals can instantly surface key deadlines, summarise depositions, track client treatments, or generate follow-up tasks—all through a secure, conversational interface.
FilevineAI supports every role within a legal team. It streamlines daily tasks, extracts insights, generates document summaries, and automates task creation. Whether improving ROI per case or lightening administrative burdens, the platform adapts to firm-specific workflows and practice areas. With this launch, Filevine sets a new standard for AI-powered legal work, positioning itself as the category creator for AI Legal Assistants.
“Legal professionals don’t have time to curate what information might be relevant to their questions,” said Brianna Connelly, VP of Data Science at Filevine. “By automatically incorporating the full case data, Filevine removes a massive cognitive burden and allows lawyers and legal staff to focus on strategy rather than information management. Filevine’s integrated approach ensures that every document, every note, and every piece of case data intentionally stored in Filevine is automatically included in the conversation, creating a comprehensive intelligence layer that grows alongside each case.”
About Filevine
Filevine is transforming legal work for law practitioners and their clients. As the leading legal work platform, Filevine empowers organisations with tools to simplify and elevate complex, high-stakes legal work. Filevine powers everything from document management and client communication to contract lifecycle management and business analytics.
