Filevine

Upload medical PDF to the AI folder in Filevine.

Trigger AI Summarization tool.

Review chronological medical summary and key findings.

Export summary to the demand letter draft.

Client fills out Lead Docket form on firm website.

Lead is automatically scored based on firm criteria.

Contract is sent via VineSign automatically if score is above threshold.

Signed contract triggers project creation in Filevine.

Create a dedicated 'Mass Tort' template.

Bulk import claimants via CSV.

Use mass messaging feature to send status updates to all clients.

Track individual claimant deadlines via the Deadline Assistant.

Enable UTBMS billing codes within the project.

Log time entries directly in the Filevine activity feed.

Generate LEDES format invoices for insurance carrier submission.

Track defense budgets via Periscope.

Input offer details into the 'Settlement' tab.

System automatically calculates net-to-client based on liens and fees.

Share settlement calculator view with client for approval.

Log counter-offer and timestamp.

Import contracts into the Outlaw (Filevine) platform.

Set automated alerts for 60/90 days prior to renewal.

Use AI search to find specific clauses across the contract repository.

Execute renewals via integrated VineSign.

Organize medical files in Docs+.

Create a secure 'Share Link' with expiration dates and password protection.

Expert reviews and uploads their report directly to the folder.

AI summarizes the expert's report for the attorney.