Filevine tracks everything about your cases. But someone still has to update phases, log correspondence, brief the team, and qualify new leads. That someone is now OpenClaw.
OpenClaw connects to Filevine's API. Projects, contacts, tasks, documents, notes, custom fields. All of it.
100+
API endpoints OpenClaw can access in Filevine
24/7
intake response, including nights and weekends
<2 min
to qualify a PI lead and create the project
Full API
projects, documents, tasks, custom fields
The system is powerful. But the operational overhead of running it falls on your team.
A demand letter goes out. Treatment wraps up. A settlement offer comes in. Each of these should trigger a phase change in Filevine. Instead, they sit until someone remembers to update the project. By then, the team is working off stale information. Phase tracking only works when someone is actually tracking phases.
An attorney picks up a case file Monday morning. What happened over the weekend? Did the adjuster respond? Was the client's deposition rescheduled? Did new medical records come in? They have to dig through notes, emails, and activity logs to piece it together. That's 15 minutes per case before any real work starts.
Emails come in from adjusters, opposing counsel, medical providers, and clients. Some get logged to the right Filevine project. Some get forwarded to a paralegal who logs them later. Some sit in someone's inbox for three days. The case file is supposed to be the single source of truth, but it's always a step behind reality.
Your firm gets dozens of intake calls and web submissions a week. Each one needs the same qualifying questions: what type of accident, when it happened, medical treatment status, prior representation. Your intake team spends hours on calls that don't qualify. The ones that do qualify sometimes wait too long for a callback.
OpenClaw connects to Filevine through the API. It reads your projects, updates fields, logs activity, and handles the operational work your team keeps putting off.
OpenClaw monitors project activity and advances phases based on what's actually happening. Demand letter sent? Phase moves to "Demand." Settlement offer received? Phase moves to "Negotiation." No one has to remember to drag anything. The case file reflects reality in real time.
A potential client fills out your intake form or calls your answering service. OpenClaw picks it up, asks qualifying questions (accident type, date, treatment status, prior counsel), and creates the Filevine project with all custom fields populated if they qualify. Unqualified leads get a polite decline. Your intake team handles fewer calls, better cases.
OpenClaw reads incoming emails and messages, identifies which case they belong to, and logs them as notes on the correct Filevine project. Adjuster responses, client updates, medical provider communications. Everything lands where it should, tagged and timestamped, without anyone copying and pasting.
Every morning (or whenever you want), OpenClaw compiles what changed on each active case since the last briefing. New documents uploaded, notes added, phase changes, upcoming deadlines. Your attorneys get a concise summary instead of spending 15 minutes per case catching up.
OpenClaw watches your Filevine calendar events and task due dates. Statute of limitations approaching? Discovery deadline in 10 days? Client follow-up overdue by a week? It flags these to the responsible team member before they become problems. Not a generic reminder. A specific alert with case context.
OpenClaw monitors case phases in Filevine, triggers medical records requests at the right stage, drafts demand letters from case data, and sends client status updates automatically. From the initial intake through demand package assembly, every step is tracked and acted on without your team chasing it down.
When new documents land in a Filevine project, OpenClaw can read them and pull relevant data into your custom fields. Medical bill amounts, treatment dates, insurance policy limits. The information that paralegals spend hours extracting gets populated automatically, ready for review.
OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, case management. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.
It's not a chatbot you paste into a website. It's an operator that works behind the scenes, handling the tasks you keep putting off because there aren't enough hours in the day.
Three real scenarios where OpenClaw and Filevine work together.
A car accident victim fills out your website form at 11:30 PM. OpenClaw responds within a minute, asks about the accident date, injuries, medical treatment, and whether they've spoken to another attorney. The lead qualifies. OpenClaw creates the Filevine project, populates the custom fields (accident type, date of loss, insurance carrier), assigns it to the right team, and sets the initial phase. Your intake coordinator arrives at 8 AM to a fully built case file.
Your firm carries 200 active defense files. Each one has discovery cutoffs, deposition schedules, and motion deadlines spread across Filevine. OpenClaw scans every active project daily, identifies deadlines within 14 days, and sends the assigned attorney a briefing with the case context they need. When a response is filed, it updates the phase and logs the activity. Nothing falls through the cracks because nobody checked the calendar.
Your marketing campaign generates 50 leads a day for a product liability matter. Each one needs the same 8 qualifying questions. OpenClaw handles the initial screening conversation by text or email, filters out leads that don't meet your criteria, and creates Filevine projects for the ones that do. Custom fields are filled in. Documents are requested. Your attorneys only see cases that are worth their time.
Three steps. We handle the technical work.
We set up API access so OpenClaw can read and write to your Filevine projects, contacts, tasks, documents, and custom fields. We also configure event listeners for the actions that matter to your firm. This happens on day one.
Your case types. Your phase structures. Your custom fields. Your intake qualifying criteria. We train OpenClaw on how your firm operates so it updates the right fields, moves cases to the right phases, and qualifies leads the way you would. Specific to your practice, not generic.
Leads come in. Cases progress. OpenClaw qualifies intake, updates phases, logs correspondence, and briefs your team. You review the first few days, tell us what to adjust, and we fine-tune. Within a week, it's handling the operational overhead on its own.
One-time setup. No monthly fees from us. No contracts.
See if this makes sense for your firm.
Free
Full Filevine integration over screen share.
$1,200
We come to your office. NYC area.
$2,400
OpenClaw + Filevine is built for litigation firms. See setup details for your practice area:
Book a free 15-minute call. We'll look at your Filevine setup together and figure out where OpenClaw can take operational work off your team's plate.
Book a Free Discovery Call