Whereas lots of as we speak’s expertise customers expertise AI as a chatbot parked within the nook of the display, Filevine’s case administration system integrates the expertise into each facet of your follow.
It’s ready to do that partially due to the sheer scope of the info Filevine gathers in its complete system — each case submitting, communication, doc, billing entry, medical file, private observe, electronic mail, and calendar merchandise is taken into account in any AI output.
“There’s not another platform that has that full ecosystem of sturdy case knowledge,” says Alex McLaughlin, Filevine’s VP of product, “which is actually what informs and drives our AI technique.”
Filevine desires its AI instruments to be handled like a trusted colleague who is aware of all the things about your case, even, for instance, in a fancy matter involving long-term care with hundreds of pages of medical information.
The instrument may even drive case worth. A shopper might have come for a private damage case after they break their arm in a motorized vehicle accident. However a person can ask the instrument to scan medical information to seek for any proof of a traumatic mind damage even when a TBI shouldn’t be explicitly talked about.
Filevine’s AI outputs are wealthy with hyperlinks and structured for human assessment. In a medical case, for instance, it may well establish prior accidents and construct a chronology of care, mapping the info into structured fields.
After a deposition, Filevine’s AI assistant can analyze the transcript for inconsistencies then draft a movement to compel the witness to testify once more — a function whose introduction was extensively praised, including by ATL.
These AI options are additionally buffered by top-notch safety programs.
A shopper’s data isn’t used to coach a public AI, and no data is saved exterior of Filevine’s closed community. The corporate solely works with distributors that bear SOC 2 audits and are HIPAA compliant, and so they have industrial agreements of zero knowledge retention.
“We actually take what I consider is essentially the most conservative and most secure knowledge strategy in comparison with anyone within the trade,” McLaughlin mentioned.
Curious how Filevine’s case administration platform might remodel your follow? Feel free to book a demo here.
Learn on for a product demonstration from McLaughlin and his Filevine colleague Madison Doyle.
Getting Began
Filevine payments itself as a authorized work platform, however that’s simply the fundamentals. It’s a extremely configurable, cloud-based atmosphere the place your issues, paperwork, deadlines, duties, billing, and communications all coexist in the identical ecosystem.
Since completely different practices have completely different wants, customers can outline their very own consumption varieties, workflow levels, knowledge fields, dashboards — even the format of their homepage. Which means a private damage follow, in-house authorized staff, massive tort agency, or property planning agency will see what they want at first look of the Venture Hub.
“In the event you simply work off of a contingency foundation, you’ll by no means see the time sheet,” Doyle mentioned.
From the worldwide navigation bar on the high, you’ll be able to simply toggle between instances, paperwork, to-do checklist, and calendar. A navigation bar on the left helps monitor knowledge, paperwork, and deadlines — in addition to {dollars} when you’re billing your time. Any change made to the case file can be tracked and seems within the exercise feed.
You’ll by no means miss a deadline for a courtroom submitting, and paperwork and emails are linked to your case notes in a single system. And the doc search perform is very customizable, ensuring emails, notes, and paperwork by no means get misplaced within the shuffle.
In the event you click on on any merchandise, it offers a preview of key knowledge factors, eliminating the necessity for calls or prolonged searches to get data you want. Knowledge factors are linked to the place it’s saved within the system, which could be configured to have as much as 355 completely different fields of metadata from the case recordsdata.
PDFs are mechanically made editable when uploaded, and paperwork could be redlined or marked up in Filevine’s PDF editor.
How AI Makes Filevine Higher
Filevine’s AI is baked into each layer of the workflow — from consumption to bill — making it really feel much less like a function and extra like a junior affiliate who’s by no means off the clock.
All the things uploaded to the system is mechanically analyzed by the AI assistant.
With one click on of the Summarize button, it may well generate a 30-day abstract of a case — not simply from uploaded paperwork, however from emails, texts, case notes, name information and extra.
It hyperlinks every perception to its supply, which eliminates the necessity, for example, to learn complete electronic mail chains whenever you inherit a case. The instrument can deliver an affiliate on top of things in minutes somewhat than days, all the way down to what the final steps have been throughout a negotiation.
It additionally goes a step additional by serving to to take a look at a case with contemporary eyes.
Doyle offers the instance of asking the instrument numerous questions: “What are the largest weaknesses on this case?” “Are there inconsistent statements within the skilled’s deposition in comparison with their report?” “What are some insights that I haven’t considered?”
The AI responses present unbiased evaluation — a process that may problem even the sharpest legal professionals after they’re embedded in a specific matter.
“There’s super worth in doing one thing like a spotlight group or asking a co-counsel to re-review the case or ask questions on it, the place they’ll come at it from a transparent, unbiased lens,” McLaughlin says. “That’s precisely how this instrument approaches it.”
The AI instrument analyzes the paperwork, pinpoints the problems, and cites its sources from the web page it took the knowledge. Customers can then select to drill down on particular paperwork to ask extra pointed questions counting on a extra slim search.
How Filevine Transforms Your Doc Drafting
Counting on the trove of knowledge within the system, Filevine’s new doc drafting instrument takes on the heavy lifting.
This extremely sturdy function can generate communications, plea paperwork, demand letters, case timelines for trial reveals, and rather more.
It’s educated in your tone and elegance — which means you create a contemporary doc each time utilizing your agency’s templates and language.
The instrument plucks data from all through the case file to populate a doc with examples.
A requirement letter, for instance, could have choices to generate an introduction, assertion of details, legal responsibility and demand. An lawyer can then assessment the language and make changes, leaving full management within the arms of authorized professionals.
The result’s a particularly environment friendly course of, McLaughlin mentioned
“It’s a pleasant, round-trip image that begins with one thing so simple as a doc add and ends with a high-quality piece of authorized work that basically includes nearly no human interplay till the assessment stage,” he mentioned.
How Good Validation Retains Issues in Test
As instances transfer by means of completely different steps within the course of, Filevine’s workflow expertise helps authorized professionals preserve monitor. However the AI constructed into it makes the software program much more efficient.
When a case strikes from one section to the following, it triggers the next step and assigns a process to the proper individual — say, drafting a doc.
The system could be configured to carry out a collection of checks earlier than advancing to the following section. So, for instance, a paralegal can’t by accident transfer to the following section with out the instrument checking whether or not the doc has been drafted as requested.
“The system is a sort of checkpoint in order that we’re all on the identical web page,” Doyle mentioned.
See for Your self
Curious how Filevine might remodel your follow? Feel free to book a demo here.
