Bankruptcy Schedule & Means Test for Mass Tort Paralegals with Filevine
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Mass Tort & Class Action clients who rarely bring complete records on day one.
What We Build in Filevine
AI ingests client documents into Litify, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Filevine — uses the native API or agent integration so nothing leaves the system of record.
Filevine Integration Approach
Audit your Filevine configuration
We map the specific Filevine objects, custom fields, and workflows the automation needs to touch for your mass tort & class action practice.
Build on the Filevine API or agent
Integration happens inside Filevine — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Filevine with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Filevine instance
30-minute call. We'll look at your actual Filevine setup and show exactly how this workflow fits.