Legal Case Management

AgentZap + Filevine

Run your law firm like a business. AI handles intake calls and syncs everything to Filevine - contacts, cases, calendars, and documents - automatically.

AgentZap
Sync
Filevine
24/7
Client Intake
0
Manual Entry
100%
Calls Logged
5min
Setup Time

Seamless Case Management Integration

Every call automatically documented in your Filevine system

Automatic Call Logging

Every call documented in Filevine with summaries, timestamps, and recordings.

Contact Creation

New leads automatically added as contacts with full intake details.

Case Association

Link calls to existing cases for complete client communication history.

Consultation Booking

AI schedules consultations that sync with Filevine calendars.

Analytics Ready

Track intake metrics alongside your Filevine reporting.

Document Management

Call recordings and transcripts attached to case files.

How It Works

Automated legal intake in 4 steps

1

Client Calls

Potential client calls your firm.

2

AI Handles

AgentZap gathers case information.

3

Data Syncs

Contact and case created in Filevine.

4

Team Notified

Staff sees complete intake instantly.

Popular Use Cases

See how law firms use AgentZap + Filevine

Personal Injury

Capture accident details and case information 24/7.

Mass Tort

Handle high-volume intake with consistent data capture.

Family Law

Sensitive intake handled professionally by AI.

Criminal Defense

Urgent case inquiries answered immediately.

Ready to Automate Your Legal Intake?

Connect AgentZap to Filevine today