Heading to ClioCon Oct 26-27?

Meet LegalMate in Boston

Heading to ClioCon Oct 26-27?

Meet LegalMate in Boston

Heading to ClioCon Oct 26-27?

Meet LegalMate in Boston

Heading to ClioCon Oct 26-27?

Meet LegalMate in Boston

Heading to ClioCon Oct 26-27?

Meet LegalMate in Boston

Heading to ClioCon Oct 26-27?

Meet LegalMate in Boston

Integration · Coming soon

Every call, summarized in Filevine.

LegalMate is bringing call intelligence to Filevine. Calls from RingCentral, Dialpad, Zoom Phone and Quo get an AI summary on the matter, with a link back to the full record in LegalMate. Launching soon. Get on the early list.

Get early access

See what’s coming

PREVIEW · MATTER NOTE IN FILEVINE

Added by LegalMate

Call with Daniela Reyes · 12 min · Inbound

Client asked whether the mediation date can move to the week of the 20th. Agreed to confirm with opposing counsel by Thursday. Client will send the updated parenting schedule tonight.

Next steps: confirm new date with opposing counsel; file updated schedule.

Open the full call in LegalMate: transcript, notes, time entry →

EXAMPLE. NAMES AND DETAILS ARE FICTIONAL.

Coming soon

Call intelligence, attached to the matter

Here is what the first release of the Filevine integration will do. We are keeping it deliberately focused so it is reliable on day one.

A summary and time entry on the matter

After a call ends, LegalMate writes a structured summary and adds it to the matching matter in Filevine, so the file is up to date before anyone types a note.

A link back to the full record

Each note links to the full call in LegalMate: the transcript, AI notes, time entry and call history. Filevine stays clean; the detail is one click away.

Your phone system, unchanged

Works with calls that already reach LegalMate from RingCentral, Dialpad, Zoom Phone or Quo. No new hardware, no porting.

The full picture

Filevine gets the summary. LegalMate keeps the whole call.

The note in Filevine is the headline. Everything behind it lives in LegalMate, where your team already reviews calls today.

Full transcripts

Every call transcribed, searchable by phrase, name or number.

AI notes written for legal work

Issues, decisions and next steps, structured the way a paralegal would write them.

Time entries with AI descriptions

Filevine gets the time entry. The AI-written description stays in LegalMate.

Call history by contact

Who called, who handled it, and what was promised, across the firm.

Ask your AI assistant

The LegalMate connector lets Claude, ChatGPT or Copilot answer questions from your call records.

Be first in line when Filevine goes live

Firms on the early list get set up first and help decide what lands in the Filevine note. Book a short call, tell us how your intake and matters are organized, and we will reserve your spot.

On Clio today? That integration is live. See how LegalMate works with Clio.

Book an early-access call

FAQ

Questions firms are asking

When does the Filevine integration launch?

Soon. We are finishing testing with early-access firms now. Book a call and we will tell you where you are in the queue and set you up as soon as it is ready.

When does the Filevine integration launch?

Soon. We are finishing testing with early-access firms now. Book a call and we will tell you where you are in the queue and set you up as soon as it is ready.

What exactly goes into Filevine?

For each call, a summary note on the matching matter, a time entry, and a link back to the full call record in LegalMate. Transcripts and AI notes stay in LegalMate.

What exactly goes into Filevine?

For each call, a summary note on the matching matter, a time entry, and a link back to the full call record in LegalMate. Transcripts and AI notes stay in LegalMate.

Does it log time to Filevine?

Yes. Each call creates a time entry on the matter with the call duration. LegalMate’s AI-written billing description stays in LegalMate for now.

Does it log time to Filevine?

Yes. Each call creates a time entry on the matter with the call duration. LegalMate’s AI-written billing description stays in LegalMate for now.

How does LegalMate know which Filevine matter a call belongs to?

It matches the caller’s phone number to the Filevine contact, then to that contact’s open matters where they are the client. If there is more than one, the newest matter is used by default. You can set it to skip calls that match several matters or none.

How does LegalMate know which Filevine matter a call belongs to?

What happens with calls from numbers that are not in Filevine?

The call is still captured in LegalMate with its transcript and summary. Nothing is written to Filevine until the contact exists there.

What happens with calls from numbers that are not in Filevine?

The call is still captured in LegalMate with its transcript and summary. Nothing is written to Filevine until the contact exists there.

Which phone systems does it work with?

Any phone system LegalMate already connects to: RingCentral, Dialpad, Zoom Phone and Quo. If your firm uses something else, tell us on the call.

Which phone systems does it work with?

Any phone system LegalMate already connects to: RingCentral, Dialpad, Zoom Phone and Quo. If your firm uses something else, tell us on the call.

Are text messages synced to Filevine?

Not in the first release. Calls only. SMS stays in LegalMate.

Are text messages synced to Filevine?

Not in the first release. Calls only. SMS stays in LegalMate.

How is this different from Filevine’s built-in call logging or Zapier?

Built-in logging records that a call happened. Zapier moves fields. LegalMate records the call, writes the summary and time entry, picks the matter, and keeps the transcript searchable, with no zaps to maintain.

How is this different from Filevine’s built-in call logging or Zapier?

Is this an official Filevine integration?

LegalMate is listed in the Filevine marketplace. The integration uses Filevine’s API and your firm’s own credentials.

Is this an official Filevine integration?

LegalMate is listed in the Filevine marketplace. The integration uses Filevine’s API and your firm’s own credentials.

Do we need to change how we use Filevine?

No. Notes appear on the matter the way other notes do. Your team keeps working in Filevine; LegalMate adds the call detail behind the scenes.

Do we need to change how we use Filevine?

No. Notes appear on the matter the way other notes do. Your team keeps working in Filevine; LegalMate adds the call detail behind the scenes.

We use Clio today. Can we switch later?

Yes. LegalMate already works with Clio, and firms moving between case management systems keep their call history in LegalMate either way.

We use Clio today. Can we switch later?

Yes. LegalMate already works with Clio, and firms moving between case management systems keep their call history in LegalMate either way.

Who can see the call data, and where is it stored?

Call recordings and transcripts stay in LegalMate under your firm’s account. Filevine receives only the summary, time entry and link. See our privacy policy for retention.

Who can see the call data, and where is it stored?

Call recordings and transcripts stay in LegalMate under your firm’s account. Filevine receives only the summary, time entry and link. See our privacy policy for retention.