List of FilevineAI Customers
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United States
Since 2010, our global team of researchers has been studying FilevineAI customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FilevineAI for Intelligent Process Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FilevineAI for Intelligent Process Automation include: Lerner and Rowe Injury Attorneys, a United States based Professional Services organisation with 110 employees and revenues of $20.0 million, Sanabria & Associates United States, a United States based Professional Services organisation with 110 employees and revenues of $15.0 million, Laffey Bucci D'Andrea Reich & Ryan, a United States based Professional Services organisation with 40 employees and revenues of $10.0 million, Heuser And Heuser, a United States based Professional Services organisation with 20 employees and revenues of $4.0 million, Claggett, Sykes & Garza, a United States based Professional Services organisation with 20 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using FilevineAI, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Claggett, Sykes & Garza | Professional Services | 20 | $3M | United States | Filevine | FilevineAI | Intelligent Process Automation | 2025 | n/a |
In 2025, Claggett, Sykes & Garza implemented FilevineAI, deploying an Intelligent Process Automation application to augment legal case operations and case management workflows. The FilevineAI implementation concentrated on instrumenting AI fields for intelligent document processing and data capture, automating routine task orchestration for intake and litigation workflows, and configuring rule-based workflow automation to reduce manual routing and standardize case handling.
Operational scope covered the firm’s small litigation teams and core legal functions including case intake, document review, task management, and attorney review workflows. Governance and rollout emphasized standardized AI field definitions, staged adoption across practice groups, and configured review checkpoints to preserve attorney oversight while embedding FilevineAI into the firm’s legal operations, positioning Claggett, Sykes & Garza within the Intelligent Process Automation category with FilevineAI supporting its case management and legal workflow functions.
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Heuser And Heuser | Professional Services | 20 | $4M | United States | Filevine | FilevineAI | Intelligent Process Automation | 2023 | n/a |
In 2023 Heuser And Heuser implemented FilevineAI after moving from Needles, embedding Intelligent Process Automation into its case management workflows. The Colorado Springs personal-injury firm configured FilevineAI within the Filevine case management environment to target demand letter generation and related plaintiff litigation processes, aligning attorneys and paralegals around automated drafting and review flows.
Heuser And Heuser deployed the FilevineAI DemandsAI module to generate higher-quality demand letters faster, and has begun using FilevineAI capabilities for medical chronologies and expert disclosures. DemandsAI is used to automate document assembly and orchestrate the attorney review workflow inside the case record, and the firm reports same-day demand completion increased from 2% to 47% while per-demand costs were reduced. Operational scope focuses on US personal-injury workflows, with the implementation reshaping demand drafting, medical chronology compilation, and expert disclosure preparation within existing litigation operations.
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Laffey Bucci D'Andrea Reich & Ryan | Professional Services | 40 | $10M | United States | Filevine | FilevineAI | Intelligent Process Automation | 2024 | n/a |
In 2024 Laffey Bucci D'Andrea Reich & Ryan implemented Filevine and adopted FilevineAI as an Intelligent Process Automation solution to streamline its Philadelphia based litigation practice. The firm deployed FilevineAI to introduce automation into core litigation workflows, positioning the application as an operational layer for document and evidence review within its case management environment. This implementation explicitly targeted US litigation workflows and is documented as a FilevineAI customer case study.
FilevineAI was configured to automate medical record review, coding, demand letter generation, and deposition analysis across the firm’s litigation practice. The scope of use focused on case intake through litigation preparation, impacting legal teams responsible for discovery review, demand drafting, and deposition prep. Outcomes reported in the case study include up to 81% time savings on key tasks, materially faster preparation of demand letters, and significantly accelerated deposition analysis.
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Lerner and Rowe Injury Attorneys | Professional Services | 110 | $20M | United States | Filevine | FilevineAI | Intelligent Process Automation | 2025 | n/a |
In 2025 Lerner and Rowe Injury Attorneys implemented FilevineAI as an Intelligent Process Automation application embedded inside the Filevine legal work platform. The deployment is built within Filevine’s secure, HIPAA-compliant and SOC 2 Type II certified environment, eliminating external data uploads and enabling conversational access to the firm’s complete matter data via an embedded AI Legal Assistant.
FilevineAI was configured to surface and query 100 percent of case data including internal notes, audit logs, task lists, billing and timekeeping records, emails and client portal communications, deadlines and court management orders, contact records, discovery materials, medical and insurance data, and negotiation histories. Functional capabilities implemented include an AI Legal Assistant chat interface, advanced vector-based search with retrieval-augmented generation, an AI validation suite that gates case progression, automated medical chronology extraction, CPT and diagnosis code extraction into demand letter workflows, document summarization, deadline surfacing, and automated task creation.
Operational coverage spans the firm’s legal team and case management workflows, impacting case intake, litigation support, billing and timekeeping, discovery review, client communications, medical chronology management, and settlement negotiation processes. Because FilevineAI is fully embedded, the system uses the platform’s native data stores and does not require separate data transfers, keeping matter context centralized and secure while enabling role-based conversational access for attorneys, case managers, and support staff.
Governance changes included introduction of the AI validation suite to enforce readiness rules and prevent premature phase transitions in matter workflows. Explicitly reported outcomes from Lerner and Rowe staff include time savings and improved organization, automated assembly of medical chronologies to build timelines by date of care, direct population of CPT and diagnosis codes into demand letters to reduce manual lookup, and clearer case gating through validation checks, all powered by FilevineAI.
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Sanabria & Associates United States | Professional Services | 110 | $15M | United States | Filevine | FilevineAI | Intelligent Process Automation | 2023 | n/a |
In 2023, Sanabria & Associates deployed FilevineAI Intelligent Process Automation across its multi-office immigration practice in the United States, centralizing case records and reporting across 14 locations to unify immigration workflows. The implementation targeted immigration case management and document automation to streamline USCIS form preparation and motion drafting.
The deployment combined Filevine case management, Document Assembly, and ImmigrationAI modules within FilevineAI to automate USCIS form population and template motion creation. Configuration work focused on document templates, automated field population from case profiles, and workflow triggers to sequence motion drafting, review, and filing tasks.
Operational coverage spanned the firm’s immigration practice across 14 offices, impacting case intake, document generation, motions processing, and practice-level reporting. Reporting capability was centralized so supervisors and practice managers could view consolidated case status and workload across sites.
Governance centered on standardizing template libraries and review workflows to ensure consistent USCIS form output and motion quality across offices. The Filevine case study documents measurable outcomes, citing minutes saved per form, an estimated 83 to 125 hours saved weekly on motions, and improved reporting alongside centralized case management as primary benefits.
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