Practice Management Systems · Listed — scope confirmed during implementation · Updated 2026-07-20

ClaireAI × Filevine

A Filevine intake workflow is a project-type and field-mapping exercise first; the firm decides exactly which section owns each approved answer.

StatusListed — scope confirmed during implementation

AccessPartner program

AuthOAuth 2.0 client credentials

Practice areasPersonal Injury

CategoryPractice Management Systems

Vendor docsReference ↗

What is the ClaireAI × Filevine integration?

Filevine implementations are highly firm-specific because project types, sections, selectors, and lifecycle rules differ across personal-injury practices. ClaireAI's review starts with the destination project type, the contact-matching approach, the approved sections for intake data, and the rule that determines when an intake may become a project. The firm supplies a representative, non-client mapping so each value can be validated for its destination type and ownership. Vendor access, API capability, and any partner requirement are confirmed before work begins. No field, project creation, document upload, or status change is promised by this directory page until that review is complete.

Integration availability, setup, data flow, and implementation scope are confirmed with your firm during the sales and implementation process. Implementation work varies by firm.

Implementation review

What needs to be confirmed for Filevine?

Project typeIdentify the firm's approved project type and the event that permits a project to be opened.

Section ownershipList the Filevine sections and fields that may receive approved intake information.

Value validationTest dates, currencies, choices, and free text against the firm's actual configuration.

Delivery reviewAgree what staff see if a record cannot be written and how they recover it.

Evaluation path

How does ClaireAI evaluate a Filevine workflow?

Start with the Filevine project model

A PI firm's project type determines where an intake belongs. The implementation begins there, not with a generic list of accident or insurance fields.

Build a field map from a safe example

The firm reviews a representative mapping and confirms which values may be captured, written, or retained before any live caller information is used.

Prove the handoff end to end

A labelled test verifies the contact, project, field values, and staff notification in the firm's own Filevine environment.

Setup

How does Filevine implementation start?

The implementation review confirms the vendor path, firm-approved data, and a controlled test before launch.

01
Provide the approved Filevine project type and a non-client example of the desired intake map.
02
Confirm vendor access, allowed sections, field types, and record-creation policy.
03
Test the complete workflow and sign off on the staff recovery path before launch.

FAQ