We built this agent — Grace — for a multi-state personal-injury firm. It runs new-client intake with real empathy, gets clients e-signed, then follows up through months of treatment — and writes every conversation back to the case file. Below is exactly how, step by step.
Built on Filevine here — the same agent runs on any major case-management system
One agent · the whole client lifecycle
Answers new-client calls with empathy and qualifies the case.
Walks the client through e-signing the representation agreement.
Checks in through months of treatment and keeps clients on track.
None of it stops nights, weekends, or during a rush.
The teal chip on each step is the actual action the agent takes in the case system.
The agent answers with real empathy — and softens its tone and pace when someone's shaken or upset.
Learns what happened — accident type, injury, fault, timing — and whether the firm can help.
Walks the client through e-signing the representation agreement, right in the conversation, so work can start.
When the matter's phase changes to “treating,” the agent triggers itself. Nobody has to remember to reach out.
Calls and texts on a ~7-day cadence, carrying the context of every prior conversation and the case data.
Every conversation becomes a pinned note on the matter, with a link to the full transcript — the legal team just sees it.
A quick check-in on the left. A clean, actionable record in the case file on the right — that the legal team never had to write.
What the client said
The note the agent wrote to Filevine
This firm runs on Filevine — their case-management system — so that's where the agent reads and writes. But the platform is the swappable part. If you run Litify, Clio, CASEpeer, SmartAdvocate, CaseStatus, or Neos, the same agent is buildable for you — it just talks to your system instead. Filevine simply proved it, end to end.
How AI integrates with Filevine — the full API pictureWhat it takes on the technical side
Tell us where clients slip through — intake, follow-up, or the paperwork in between — and what case software you run. Filevine, Litify, Clio, or anything else; we build the agent around what you already have.