FirmOps.io

Filevine and AI

Filevine runs your cases. A firm brain runs everything around them.

Filevine is a strong case system, and Filevine AI is useful inside Filevine. But your documents, email, texts, and billing live in other systems. A firm brain connects them all, so you can ask one question and get answers and drafts that span your whole stack, not just the case file.

That demo is the Managed Firm Brain, not a Filevine product. We build on the case system you already run. See the Conduit proof.

The honest answer

Does Filevine AI automate the firm?

It automates inside Filevine. Filevine AI can help with in-app questions and drafts on the record Filevine already holds. For a high-volume plaintiff practice, that is real leverage, and you should use it.

The ceiling is the same as any case system: the assistant only sees what lives inside Filevine. It does not read the dec page sitting in your document storage, the carrier email in your inbox, or the client text in your phone system. FirmOps builds the firm brain on the stack you already run, including Filevine, so those systems sit in one layer. That gap is where a firm brain earns its place.

What a firm brain adds on top

One layer across Filevine and everything else.

FirmOps does not replace your case system. The offer is the Managed Firm Brain: one layer across Filevine and the rest of your stack.

Reads across your stack

Not just the case file

Filevine, your document storage, email, SMS, billing. The brain holds them together, so it can answer questions the case system alone cannot and notice when two systems disagree.

Drafts from the real file

Not a template with blanks

In-app AI fills from what Filevine already stores. The brain reads the actual matter, documents, and correspondence, so the draft reflects the file as it is today.

Holds for approval

A person always releases

Drafts land in the requesting staff member's own email drafts, or behind approve, reject, and retry controls. Nothing leaves the firm until a human clears it.

Works with your setup

Tool-agnostic by design

We build on the case system you already run, Filevine included. You do not switch platforms. We connect what you have, as long as your systems expose the APIs we need.

Common questions

Straight answers.

Does a firm brain replace Filevine?

No. It sits on top of Filevine and connects it to your other systems. You keep Filevine as your case system; the brain adds a layer across everything else.

Does Filevine have AI of its own?

Yes. Filevine AI, including LOIS, works on data inside Filevine. A firm brain extends that across your documents, email, SMS, and billing, and drafts from the actual file rather than one app's record.

Do I have to switch case systems to work with FirmOps?

No. FirmOps is tool-agnostic and builds on whatever you run, including Filevine, Clio, and SmartAdvocate. We only need your systems to expose APIs we can connect.

Does the AI send anything to clients on its own?

No. Documents draft into a staff member's own email drafts, and automations sit behind approve, reject, and retry controls. Live client calls stay with people.

Is Filevine AI what FirmOps sells?

No. Filevine AI lives in Filevine. The offer is the Managed Firm Brain: one supervised layer on the stack you already run, including Filevine. The demo is that offer, not a second Filevine product.

Next step

Bring one Filevine bottleneck to the Managed Firm Brain demo.

The 30-minute demo runs the Managed Firm Brain against one real workflow, then we confirm your stack has the APIs to build yours. Filevine stays your case system.

Run SmartAdvocate? See the SmartAdvocate map