# Orvera Filevine Integration for Case Updates

> Orvera AI agents connect to Filevine for records retrieval. They update the case with record status and the next follow-up date after every call.

Source: https://orvera.ai/integrations/filevine
Last modified: 2026-11-12T02:30:27Z

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Filevine

# Orvera + Filevine Integration

Orvera AI connects to Filevine, so its agents can run records follow-ups and keep the matter current. The agent updates the case with record status and follow-up dates, and your case team can see where things stand.

[All integrations](https://orvera.ai/integrations)

Filevine

Orvera AI

How it fits

## Does Orvera integrate with Filevine?

Yes. Orvera AI works with Filevine and with the case and contact center tools you already run beside it. Case teams on Filevine check the case for record status. Our agent keeps that status and the next follow-up date current after every call. The agent sticks to the steps your team approved, and we build and deploy the connection.

Built in

- role-based access controls
- encrypted data transmission
- SOC 2 Type II certified

What you get

## What does the Orvera and Filevine integration do?

### Progress on the matter

Each custodian call and its result go onto the matter. The case team can see where retrieval stands.

### Questions in your order

Each follow-up runs on your team's script, from naming the request to getting a delivery date.

### Next steps set for you

After each call the agent records the next follow-up date, so open requests keep moving.

### Secure handling

Orvera AI is SOC 2 Type II certified and HIPAA compliant. Access is role-based, and data is encrypted in transit.

End to end

## How is the Orvera and Filevine integration set up?

1. Step 01

    ### Interaction initiated

    A follow-up comes due on an open records request, or a custodian calls back about one.

2. Step 02

    ### Workflow execution

    The agent follows the steps your team approved for that type of request.

3. Step 03

    ### Context applied

    Before and during the call, it reads the matter details from Filevine.

4. Step 04

    ### System updated

    The custodian contact, their answer and the next follow-up date get written to the matter.

5. Step 05

    ### Action triggered

    If a request needs a person, say a dispute or a missing authorization, it goes to your team with the full summary.

In practice

## Built for records retrieval on active matters

### Custodian follow-up calls

The agent updates the case with record status and follow-up dates, and the case team sees each call as it lands.

### Handoff and escalation

Disputes and odd cases go to the person you chose, along with notes from every earlier call.

### Steady follow-up

Follow-ups go out on schedule on every open request. Your team keeps its time for the hard cases.

### Post-call updates

When the call ends, the request gets updated and the next follow-up goes on the calendar.

Capabilities

## What your team gets with Orvera and Filevine

1. ### Outbound and inbound calls

    The agent makes the follow-up calls, and when a custodian calls back, it picks that up too.

2. ### Agent Assist on live calls

    When a person takes the call, Orvera AI Agent Assist puts the Filevine details and the next step on their screen.

3. ### Conversation summaries

    Each conversation gets a short summary your team can read in a few seconds.

4. ### AI Quality Management

    Every conversation gets scored against your quality checklist, whether the AI or a person handled it.

5. ### Reporting on every interaction

    Contact reasons, outcomes and handoffs sit in one report, so you can see what's behind your volume.

Filevine

## What outcomes does the Filevine integration deliver?

- Retrieval progress visible on every matter

- Your team spends its time on the exceptions

- Handoffs carry the whole history

- Follow-ups stay on schedule

- A full log of every custodian contact

Book a demo: https://orvera.ai/contact-us