Chat with Your Case: Instant Insights with FilevineAI

Be more prepared for every deposition, meeting, or court appearance with Chat with FilevineAI. This powerful AI assistant, built directly into Filevine, offers instant, conversational access to your case data and AI summaries at your fingertips. Go beyond simple overviews; Chat with FilevineAI helps you analyze key facts, identify critical details, and uncover insights – all through a natural language interface. No more digging through files.

Simply ask FilevineAI a question and get immediate answers, leveraging the power of AI to enhance your efficiency and provide deeper insights into your cases.

Unlock the Power of Conversational AI for Your Cases

Chat with your case, powered by conversational AI, transforms how you interact with your case data. Ask questions in natural language and get instant answers, eliminating the need to manually search through documents, activity feeds, or sections. 

This powerful tool analyzes your case information, providing quick summaries, identifying key facts, and even uncovering potential risks—all through a simple chat interface.

Analysis Prompts: Uncover Critical Insights

Go beyond simple summaries and leverage FIlevineAI's analytical capabilities to gain deeper insights into your cases:

• Find Discrepancies: Identify inconsistencies or contradictions in key facts, dates, events, or testimony. 
• Example: "Are there any discrepancies in medical treatment in this case I should be aware of?"
• Follow Up: Uncover gaps in information, unanswered questions, or areas requiring further investigation. 
• Example: "Are there any concerns with liability in this case?"
• Tasks to Create: Identify potential tasks based on the case activity and information.
• Next Steps: Get suggestions for productive next steps to move the case forward. 
• Example: "What can I do to move this case forward?"
• Red Flags: Surface potential risks, ethical concerns, or conflicts of interest. 
• Example: "Tell me all the red flags." "What are the strengths and weaknesses of our case?"

Prompt Customizations: Tailor Your Requests

While Chat with FilevineAI offers pre-built prompts for common questions, you also have the flexibility to customize your requests and dig deeper. Refine your prompts to focus on the specific information you need, whether it's related to a particular timeframe, a specific team member's actions, or key aspects of your case data. You can get as specific as you need with your questions.

Key Features of Chat with Your Case

Chat with your case offers a unique combination of power and simplicity, providing a range of features designed to enhance your Filevine experience:

• Instant Access to Case Information: Get the information you need, when you need it, without manual searching.
• Natural Language Interface: Ask questions in plain English, just like you would talk to a colleague.
• AI-Powered Insights: Go beyond simple summaries and uncover critical insights, identify potential risks, and strengthen your decision-making.
• Pre-Built Prompts: Leverage a library of pre-defined prompts for common legal questions and analyses.
• Customizable Prompts: Tailor prompts to your specific needs by specifying date ranges, team members, activity types, and keywords.
• Native to Filevine: Chat with your case is built directly into Filevine, respecting existing permissions and providing a unified workflow.
• No Configuration Required: Start using chat with your case immediately, with no complex setup or training needed.
• AI Fields Capabilities: Take information and populate them into Fields.

Dig Deep into Your Cases with Chat With Your Case

Chat with your case isn't just for quick summaries. It's a powerful tool for uncovering obscure details and gaining a level of understanding that would be impossible with traditional methods. You can ask very specific questions, reference documents, and even have a dialogue with your case data. Here are some examples to illustrate the possibilities:

Overview & Status Updates

• "What's the latest on the Johnson case?" (More specific than "this case")
• "Catch me up on the Smith v. Acme Corp. case."
• "How is the Anderson Negligence case going?"

Fact-Finding

• "Is there continuous use of the Medtronic Infuse device for at least 1 year in the medical records on file?" (Adding a specific device name)
• "What types of documents have we received from Dr. Jones?"
• "What is the defendant's insurance policy limit?"
• "When did we serve defendant discovery, and what was their response?" (Adding a follow-up question)
• "Who is John Doe, and what is his relationship to the plaintiff?"

Analysis & Insight

• "Are there any discrepancies in the medical treatment dates between Dr. Smith's records and the hospital records?"
• "Which injuries will cause the most pain and suffering for this client, according to the medical reports?"
• "Summarize all communication with opposing counsel regarding settlement offers."
• "Are there any inconsistencies in the plaintiff's statements across all depositions?"
• "What are the next steps I should take in the Miller Malpractice case?"

Document Specific

• "What is the policy number mentioned in Exhibit A?"
• "Find all instances of 'prior injury' in client medical records."
• "Summarize the key findings in Dr. Lee's report."

Summary Prompts: Get Up to Speed in Seconds

Need a quick overview of a case activity? Chat with your case offers two powerful summary options:

• Project Activity Summary: Get a concise summary of recent activity in a project, perfect for quickly catching up on the latest developments. 
• Example: "What's the latest on this case?"
• Overall Case Summary: Get a comprehensive overview of the entire case, including what the case is about, recent activity, and potential risks or next steps.
• Example: "Tell me about this case." "How is this case going?"

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