Notes in the project feedCall summaries land on the right Filevine project, in the activity feed your team already reads all day.
PI intake, answered firstInjured callers reach a person, not voicemail; your intake script runs live, and the lead lands with incident details attached.
Built for case volumeTreatment updates, records requests, status checks: the calls that fill a litigation practice's day get answered, sorted, and logged without your team stopping work.
The Feed Picks Up The Phone
ABBY PORTAL · CALL SUMMARY
ANSWERED BY ABBY · 1:32 PMReggie Fontenot
(504) 555-0126 · 5 min · Existing client
Post-surgery follow-up went well; asked where the case stands · callback promised from his case manager today.
Treatment updateCallback promised
FILEVINE · PROJECT ACTIVITY
Task completed · records request sent 11:20 AM
St. Alma Radiology · assigned to J. Park
Phone call · summary by Abby 1:32 PM
Reggie Fontenot: follow-up went well; asked about case status · callback today.
Medical records uploaded 3:08 PM
Ortho clinic · filed to Medicals for review
A Filevine project feed already tells the case's story: tasks closing, records landing, notes stacking up. The phone used to be invisible in it. Now when Reggie Fontenot calls to say his post-surgery follow-up went well and to ask where his case stands, the conversation shows up in his project's feed as a summary: who called, why, what was promised.
His case manager sees it between a completed task and a records upload, exactly where she's already looking, and the promised callback happens on schedule because the feed says so.
Wrecks Don't Call During Business Hours
Injury calls come at 11 PM from an ER waiting room, or on Sunday from a body-shop parking lot, and the firm that answers is the firm they talk to. Abby answers in your firm's name around the clock and runs your PI intake live: what happened and when, injuries, treatment so far, the insurance details you ask for, how they found you. The lead lands as a new intake with everything attached.
Confidential by design: US-based receptionists on your scripts, encrypted call records, and HIPAA-compliant options for regulated practices. Data flows one way: into Filevine. Abby never reads your projects, documents, or medicals.
A Filevine Call Note, Dissected
1The headerCaller, number, time, duration: enough to spot a repeat caller or a provider's office at a glance.
2The reason lineTreatment update, records request, new injury, status check: sorted the way your firm sorts calls.
3The summaryWhat the caller said and what they were told, in plain sentences written to be read in the feed.
4The commitmentAny promise made (a callback, a document, an update) stated plainly so the follow-up task is obvious.
5The routing recordWho was alerted and how, so the team knows whether the case manager already has it.
Up And Down The Case List
Treatment updates, loggedA client finishes physical therapy and calls to say so. The update lands in the project feed where the case manager will see it, not in a voicemail queue.
Records-request callsA provider's office calls about an outstanding request. Abby takes the specifics, routes them per your instructions, and the project shows the contact.
New injury leads, day or nightCrash victims call when it happens, not during office hours. Abby answers 24/7, runs your intake, and the lead is waiting with details attached.
Deposition-week coverageThe whole team is in depos and the phones don't know it. Every call is answered in your firm's name and logged to its project.
How It Works
1Onboarding connects Filevine and sets project matching, your PI intake script, and routing rules.
2Abby's receptionists answer every call 24/7 in your firm's name: clients, providers, and new injury callers each handled per your instructions.
3Summaries land in the project's activity feed; new callers arrive as intake leads with incident details attached.
FAQs
Does Abby's virtual receptionist integrate with Filevine?
Yes, natively. Call summaries land in the right project's activity feed, and new callers are captured as intake leads with your screening questions answered.
How do calls land on the right project?
Caller identification plus the matching rules set at onboarding. Calls that can't be matched are delivered to your team clearly labeled so nothing is misfiled.
Can Abby run personal injury intake?
Yes. Your script, asked live on every new caller: incident date and description, injuries, treatment so far, and how they found you. The lead arrives ready for your sign-up decision.
What happens with treatment updates and records requests?
Each is taken per your instructions, routed to the right person, and logged to the project, so the feed reflects every touch on the case.
Is there an AI receptionist that works with Filevine?
Yes. Abby's AI receptionist follows the same intake scripts and logs to Filevine the same way; many high-volume firms pair it with live receptionists.
Use a tool we haven’t listed?
We build missing integrations for new customers during onboarding, free. Tell us what you run on and we’ll connect it.
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