CasePulse connects to Filevine and automates the operational overhead — status syncing, milestone notifications, intake routing, and daily team briefings.
CasePulse reads your Filevine projects, syncs case data, and triggers the right actions at every milestone — so your team works cases, not admin tasks.
Automated client communications at every case milestone — retainer signed, records received, demand sent, offer received. Clients stay informed without a single phone call.
Incoming leads are qualified and scored automatically. Qualified leads create Filevine projects with all custom fields populated. No leads fall through at 2 AM.
Every open case gets a health score based on days in current phase, last activity date, and outstanding actions. Stalled cases surface before they become problems.
Statute of limitations, discovery cutoffs, and follow-up dates tracked across every case. Team members get contextual alerts before anything slips.
Every morning, attorneys receive compiled activity — new notes, phase changes, uploaded documents, and upcoming deadlines across their caseload.
When case data changes — insurance updates, contact details, phase progression — CasePulse writes to the correct Filevine fields. One source of truth, always current.
CasePulse connects through Filevine's official API. Your data stays in Filevine — we read, act, and write updates back.
API access configured to your projects, contacts, tasks, and custom fields. Permissions scoped to exactly what's needed.
Your case types, phase structures, milestone definitions, and notification rules. Adapts to your firm — not the other way around.
Intake routing, status updates, and deadline alerts run continuously. Your team focuses on case work instead of data entry.
Every layer of CasePulse is designed for HIPAA compliance and legal industry data protection standards.
All data handling follows HIPAA protocols. Business Associate Agreements in place across every vendor in the stack.
No client data stored outside your existing systems. All processing is ephemeral — nothing persists beyond workflow execution.
All data encrypted at rest and in transit via TLS 1.2+. No unencrypted PHI at any point in the pipeline.
Every automated action logged with timestamps, user context, and complete traceability. HIPAA retention requirements met.
See how CasePulse integrates with your Filevine instance in a 15-minute walkthrough.
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