Legal Dial + Filevine.
Every intake call your firm receives, captured live and then written into Filevine with the full context attached. No paralegal retyping. No missed details.
Filevine is a case-management platform built primarily for litigation, plaintiff, and personal-injury firms. It combines matter management, document assembly, deadlines, and project tracking with reporting tools aimed at high-volume caseloads.
Your receptionists become an extension of your Filevine workflow.
Legal Dial's live agents answer your firm's calls, qualify new callers with your intake questions, and then push the results directly into Filevine. Your team opens Filevine to find a new record, the full call note, and any workflow already in motion, without lifting a finger.
Mapped to your Filevine setup.
We map to the fields, categories, and structures already configured in your Filevine account, so nothing is generic and nothing has to be retyped later.
Your intake, your fields.
The questions, matter types, and custom fields we capture are the ones your firm has already standardized on. We follow your script, not a generic template.
Conflict details captured up front.
Opposing party, related parties, and jurisdiction are collected during the call and attached to the record so your team can run a conflict check before you accept.
From ringing phone to updated Filevine.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Intake is captured.
We collect contact info, matter type, jurisdiction, conflict details, and any custom fields your firm needs before pushing to Filevine.
Filevine is updated automatically.
The moment the call ends, Filevine receives the new record with the full call context attached. No manual entry.
Your team gets notified.
We ping the right person on your team, kick off downstream workflows, and keep Filevine in sync with the rest of your stack.
Every new-client call, already in Filevine.
- New records created in Filevine automatically after every intake call.
- Call notes, conflict details, and matter type attached to the Filevine record.
- Custom intake fields captured exactly the way your firm structures them.
- Consultations that get booked land on the assigned attorney's calendar.
- Downstream workflows in Filevine kick off the moment the call ends.
- Zero double-entry, your paralegals stop retyping intake notes.
Other practice management tools we support.
Clio
The most widely used cloud practice-management platform for law firms.
MyCase
All-in-one case, client, and billing management for small firms.
PracticePanther
Practice management with intake automation and time-tracking.
Actionstep
Workflow-driven practice management for mid-size firms.
Legal Dial and Filevine, answered.
Filevine is a legal case-management platform used heavily by plaintiff, personal-injury, and litigation firms. It focuses on customizable project templates, deadlines, documents, and reporting.
The integration is set up during onboarding. You authorize Legal Dial to send data to your Filevine account, we map your intake questions to the fields your firm uses, and from that point forward every qualifying call flows into Filevine automatically.
Yes. Legal Dial connects to your existing Filevine subscription. We do not resell Filevine and we do not replace any part of it.
At minimum, the caller's contact details and the reason for the call. On top of that we can pass matter type, jurisdiction, source, referral information, and any custom intake fields your firm captures during the call.
Yes. Legal Dial only sends the intake information you configure and does not share your client data with third parties outside of the systems your firm has authorized. All data is encrypted in transit.
Most firms are live within a few business days. Timing depends on how customized your intake is and how many fields we need to map.
Ready to connect Legal Dial to Filevine?
Try Legal Dial free. We will wire the intake flow into your Filevine setup for you.