Client Intake & Conflict Screening for Mass Tort Paralegals with Filevine
The Problem
Every new Mass Tort & Class Action lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Filevine
AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. 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.