AI agents for Filevine

Find projects

Lists projects (Filevine's cases and matters), filtered by a search term (project or client name), name, number, phase, archived or not, and latest activity date, newest first by default.

Get a project

Reads one project by its ID: name, number, description, type, phase and phase date, client, incident date, teams, hashtags, archived flag, last activity and the project's email address.

List project types

Lists the org's project types (case templates, like Personal Injury), optionally matching a name.

Find contacts

Lists contacts (clients, adjusters, attorneys, courts, medical providers and others) by a search term, first, last or full name, email, phone or person type.

List a project's tasks

Lists the tasks on a project, optionally due within a date range or filtered (IncompleteOnly, CompleteOnly, AssignedToMe …).

List a project's appointments

Lists the appointments on a project, optionally between two times (UTC).

List a project's notes

Lists the activity on a project's feed, notes only by default (or tasks, emails, phone calls …), optionally created within a date range.

List time and expenses

Lists a project's billing items (time entries, expenses and flat fees) dated within a range (the last 30 days by default), optionally one kind.

List a project's invoices

Lists a project's invoices dated within a range (the last 30 days by default), optionally by status.

List a project's documents

Lists the documents on a project or in a folder (names and details, not their contents), optionally whose file name contains some text (or #tag), or uploaded within a range.

List users

Lists the org's users, optionally matching a name, email or user name.

Open a project

Opens a project of a project type (IDs from "List project types") for a client contact (ID from "Find contacts"), with a name, and optionally a number, description and incident date.

Add a contact

Adds a person (first and last name) with optionally an email, a phone number, person types (like Client), a job title, company and notes.

Add a task

Adds a task on a project for a user (ID from "List users"), with the task text, a due date and time, and optionally a subject.

Add a note

Adds a note with its text and optionally a subject to a project's feed, written by the token's user.

Record time

Records a time entry on a project for a timekeeper (user ID from "List users").