Closing Checklist & Disclosure Packet for Personal Injury Attorneys with Filevine
The Problem
Every Plaintiff PI deal closing runs on a 60-item checklist spread across Litify, email, and the title company — and a single missing disclosure can blow up the close.
What We Build in Filevine
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. 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 plaintiff pi 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.