Filevine's API lets an AI agent work a matter the way a paralegal does — read the case, react when a phase changes, log notes and calls, send documents, set deadlines, and trigger e-signature. Here's what's reachable, and a live build that proves it.
The API surface an agent can work with, by area.
Read a matter's data and react to phase changes — the trigger that starts an automated workflow.
Read and create client contacts and pull the primary phone straight off the matter.
Post notes to the matter and log every call and text back against it — pinned, with a transcript link.
Upload and retrieve documents, and read/write the custom fields on Filevine's dynamic sections.
Add appointments and case deadlines so nothing depends on someone remembering.
Create follow-up tasks for the legal team when something needs a human.
Send the representation agreement for e-signature and track when it's signed.
Fire on a Filevine console action or phase change so the agent starts itself — no one kicks it off.
For a multi-state personal-injury firm, we shipped an AI agent (Grace) that runs intake, e-signs new clients through VineSign, and — triggered by a Filevine phase change — follows up with clients through medical treatment, writing every conversation back to the matter as a note.
Read the Grace case study — step by stepTell us your process and what you'd want automated. We'll map it to what the Filevine API can actually do.