Legal Integration
Best AI Assistant for Filevine
Carly is an AI assistant that connects to Filevine so you can update projects, log notes after client calls, add deadlines, and create tasks — all by email or text. No logging into Filevine between depositions, court, and client meetings.
Try Carly →What Carly can do with Filevine
Log call notes to the right project
After a client or adjuster call, text Carly a quick summary and she adds it as a note on the correct Filevine project — treatment updates, settlement posture, next steps — before you forget the details.
Add deadlines without opening the app
Tell Carly a statute of limitations date, a demand deadline, or a discovery cutoff and she adds it to the project's deadlines in Filevine so critical dates never live only in your head.
Pull case status before a conference
Ask Carly for the current status, open tasks, and upcoming deadlines on any matter and she pulls them from Filevine — ready before a status conference, client meeting, or partner check-in.
Create tasks and contacts on the go
Email Carly to add a new client contact or assign a task like "order updated medical records on the Alvarez file" and she creates it in the right Filevine project without you touching a keyboard.
Why personal-injury firms are using AI to run Filevine
Filevine is the case-management backbone for personal-injury and mass-tort firms — every matter lives there as a project, with contacts, documents, notes, tasks, and deadlines attached. But attorneys and case managers bill by the hour and spend their days on the phone with clients, at depositions, or in court. The moment a call ends, the details are supposed to land in the project. In practice, notes get scribbled on a legal pad and typed in hours later, if at all.
An AI tool for Filevine should match how a busy PI team actually works — from a phone between calls, from the car after a client meeting, without stopping to open a laptop and click through project sections. When adding a note or a deadline takes as long as sending a text, the file stays complete. When it means navigating the app, the record falls behind.
How Carly works as your AI Filevine assistant
Carly connects to your Filevine account through the API. Once connected, you manage projects, contacts, notes, tasks, and deadlines over email or text — like messaging a paralegal who keeps every matter current in real time.
Just off a call with a client about their treatment? Text Carly to log a note on the Alvarez project summarizing the update and flag that new medical records are coming. Settlement demand due in ten days? Email Carly and she adds the deadline to the project so nothing slips. Heading into a status conference? Ask Carly to pull the current status, open tasks, and upcoming deadlines on a matter and she sends them before you walk in.
Because Carly works from outside Filevine, she can cross-reference your case data with your calendar and email — checking whether a client has an appointment on your schedule, or pulling their latest email thread alongside their Filevine project.
Who uses Carly with Filevine
Personal-injury attorneys who live on the phone and in court and can't stop to do data entry between billable tasks. Paralegals juggling dozens of active projects who need a faster way to log notes and set deadlines without being chained to the app. Case managers coordinating medical records, liens, and client updates across a heavy caseload. If your firm runs on Filevine but the file is only as good as the last person who remembered to update it, Carly keeps every project current while your team stays focused on the work that bills.
See it in action
How to connect Filevine to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Filevine
Authorize the Filevine integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Filevine. She handles the rest.
Automate Filevine in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Filevine?
Carly is an AI assistant that connects to Filevine and lets you update projects, log notes, add deadlines, and create tasks — all by email or text. She works from outside Filevine so you can keep every matter current from court, the car, or a client call without opening the app.
Can AI update Filevine cases automatically?
Yes. With Carly, you text or email instructions like "log a note on the Alvarez project" or "set a demand deadline 30 days out" and Carly makes the update in Filevine within seconds. Your case managers and paralegals stop losing billable time to data entry.
How do I connect Carly to Filevine?
In your Carly dashboard at carlyassistant.com/integrations, connect Filevine with your API key. Once connected, Carly can create tasks, log notes, add deadlines, and pull project data from your Filevine account.
Can Carly log notes and deadlines on a Filevine project?
Yes. Tell Carly which matter and what happened — a client update, a new deadline, a task to assign — and she adds the note, deadline, or task to the correct Filevine project. Perfect for capturing details right after a call instead of hours later.
Can Carly pull case status from Filevine?
Carly can pull a project's current status, contacts, notes, open tasks, and upcoming deadlines from Filevine on demand. Ask her before a status conference or client meeting and she sends the summary by email or text.
Is Carly different from Filevine's built-in automations?
Yes. Filevine's automations run inside the platform based on project templates and rules. Carly is an external assistant you email or text — she gives you on-demand access to your matters from anywhere and the ability to log notes, set deadlines, and create tasks without logging in. She also connects Filevine to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."