Filevine + NextPhone: intake that arrives as a project, not a message
NextPhone answers your firm's calls and runs intake, then creates the contact in Filevine and files the inquiry with the full intake, summary and recording — so the case starts with a record instead of a callback note.
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NextPhone integration with Filevine
Overview
Filevine runs the case — projects, deadlines, documents, the whole matter lifecycle. It assumes something already got the client through the door. NextPhone is what answers when that client first calls, at whatever hour they call. It runs your intake, creates the contact in Filevine, and files the inquiry with every answer, the summary and the recording attached. Many plaintiff firms pair this with Lead Docket, which Filevine owns, keeping unsigned inquiries in the lead pipeline and signed matters in Filevine.
How it works
Someone calls on a Saturday afternoon having been rear-ended on Thursday. NextPhone answers, works through your intake — mechanism, date, injuries, treatment so far, insurer, whether they have signed with anyone — and checks Filevine for their number. New caller, so a contact is created and the inquiry filed with the transcript and recording. On Monday the attorney opens a record with the full first conversation on it rather than a slip of paper.
Capabilities
- Recognize the people you already act for - Filevine contacts can be searched by phone number, so an existing client is greeted as one rather than taken through new-matter intake again
- Create the contact when they are new - name, phone, email and address captured on the call and written into Filevine as a person record
- Run the intake your case type needs - a car accident intake and an employment intake ask different questions; the AI asks yours, in your order
- The conversation comes with the record - call summary, full transcript and recording, so the attorney reviewing it has the first conversation rather than a name and a number
- Know which channel produced the case - the marketing source that drove the call is carried through, so campaign spend can be judged on signed cases
- Covers the hours your intake team does not - nights, weekends and holidays answered live, with the work landing in Filevine either way
Leads and cases are different things, and Filevine agrees
A first call is not a case. Plaintiff firms that run Filevine well tend to keep unsigned inquiries somewhere separate and promote them once a decision is made — which is exactly why Filevine owns Lead Docket.
That shape is respected here. Intake arrives as an inquiry with everything attached; deciding it is a case stays a decision a person makes.
Setup is done for your firm
Our team maps your case types, intake questions and field layout to how your firm actually runs Filevine, and shows you what it will do before it does it. Firms customise Filevine heavily and no two are laid out the same, so this is done per firm rather than from a template.
Frequently asked questions
Does it create a case or a contact?
The contact, plus the inquiry with the full intake attached. Turning an inquiry into a live case stays your decision — the AI does not open matters on your behalf.
Will it recognize existing clients?
Yes. Filevine contacts are searchable by phone number, so someone you already act for is treated as a client rather than a new inquiry.
We use Lead Docket as well — which should we connect?
Most firms running both keep unsigned inquiries in Lead Docket and signed matters in Filevine. Connect whichever is where your intake team works; some firms connect both.
Do we get the recording?
Yes — recording, transcript and call summary all travel with the record.
