AI for Personal Injury Case Managers on Filevine: A Working Session, Not a Webinar
Sixty minutes, ten firms, sanitized sample files. You do the work on real case-manager tasks — chronologies, gaps, updates, chases, handoffs — and leave with a playbook you can use the next morning. No demo. No pitch. Nothing to install.
In plain English
This is a free, hands-on session for case managers and records staff at personal injury firms that run on Filevine. You'll build real AI instructions for the work you do every day — medical chronologies, treatment-gap checks, client updates, records chasing — and learn exactly where Filevine's built-in AI helps and where it stops. Ten firms per cohort, sample files provided, and the first rule taught is what never goes into a public chatbot.
What you'll actually do
Every exercise runs on a sanitized sample file we provide — no client data, nothing from your own cases needed. You leave each one with a written instruction you can reuse.
Records to treatment timeline
Turn a large sample record set into a treatment timeline that flags every gap in care over 30 days — the gaps an adjuster will find if you don't.
Facts vs. conclusions
Separate documented facts from provider conclusions, and generate the verification questions your attorney will ask anyway.
Client status update
Draft a plain-English update from case notes that never crosses into legal advice — and knows when to hand the question to a human.
Records-chase follow-up
Build the provider follow-up sequence from an outstanding-requests list, so the chase runs on a system instead of memory.
Pre-lit to lit handoff memo
Write the handoff summary with escalation flags, so the file moves without a week of clarification questions.
What Filevine's AI does — and where it stops
If your firm runs on Filevine, you already have AI in the building. The session doesn't re-sell it to you; it maps it honestly.
AIFields
Prompt-driven extraction from uploaded documents into project fields. Good at pulling named facts out of a document you point it at.
MedChron
AI medical chronologies and record summaries inside the case file — key events, dates, and providers formatted consistently.
DemandsAI
Drafts demand letters from organized case material.
What nothing in the stack does
Cross-check the chronology against the billing. Tell you what is absent from the file — the missing MRI, the unexplained treatment break. Verify its own output before your attorney relies on it. That judgment layer is the work, and it stays with you. The session teaches you to run it deliberately.
Filevine's feature set changes; we verify this map against their current documentation before every cohort. If something here is out of date, tell us — that's the spirit of the session.
The rule we teach first
Medical records are protected health information. They never go into a public chatbot — not to save an hour, not once, not "just this file." The session starts with the boundary and then shows how much leverage is available inside it: what runs in firm-approved tools, what a serious instruction looks like, and what a human verifies before anyone relies on the output.
A serious instruction has six parts — task, background, judgment, constraints, deliverable, verification. That framework, applied to legal work, is laid out in From Prompts to Systems. Here's instruction one of the five — the one we send case managers by email. Free, no registration required:
The difference between that and "summarize these records" is the difference between a draft your attorney trusts and one they quietly redo. Instruction one is yours either way. The session is where you build the other four — client updates, records chases, gap sweeps, handoff memos — tuned to your own files, with the verification checklist for each.
What you leave with
The Case Manager Prompt Playbook: the five instructions you built, each with its verification checklist, formatted to reuse on your own files inside your firm's approved tools. Plus a one-page "what our team could standardize" memo — that page is written for your managing partner, so the hour you spent turns into credit, not just notes.
Related systems, if you want to go deeper before the session: records chasing and case development, client communication systems, and the broader AI systems for personal injury firms overview.
Who this is for
Case managers, senior case managers, and records staff at personal injury firms on Filevine. It is deliberately not a leadership session — no owners in the room, so the questions stay honest — and there is no product demo, because the session is about your work, not our software. If you're on a different case management system, register anyway and say so; we group cohorts by stack when there's enough of one.
Reserve a seat
Here from our email? Your details may already be filled in below — one click and you're done.
Frequently asked questions
Does Filevine have AI built in?
Yes. Filevine offers AIFields for prompt-driven document extraction, MedChron for AI medical chronologies and record summaries, and DemandsAI for demand letter drafting. What the built-in tools do not do is cross-check a chronology against billing, flag what is missing from a file, or verify their own output — that review layer still belongs to the case manager and attorney.
Can case managers put medical records into ChatGPT?
No. Medical records contain protected health information, and consumer AI tools are not an approved place for client PHI. The first thing this session teaches is the boundary: what stays inside firm-approved systems, and how to get AI leverage on records work without ever pasting client data into a public chatbot.
Is the workshop free? What's the catch?
The session is free and there is no product demo in it. The honest catch: if the working methods are useful, some firms ask us to go deeper on making them firm-owned systems — that is a separate conversation with your firm's leadership, and it is optional.
Will AI replace case managers?
No. AI can compress the mechanical parts of records review, drafting, and follow-up. It cannot negotiate, exercise judgment about a case, or reassure a frightened client — and it should not be trusted without verification. The case managers who learn to direct and verify AI output become more valuable, not less.
Do I need my firm's permission to attend?
The session uses sanitized sample files only, so there is no client data involved. Most attendees simply clear the hour with their manager. Every attendee leaves with a one-page summary written for your managing partner, so it is easy to show the firm what you got out of it.
What should a case manager never let AI decide alone?
Anything an attorney or client will rely on: case facts, medical causation, deadlines, settlement posture, and any communication that could be legal advice. The working rule taught in the session: AI drafts and organizes; humans verify facts, citations, and judgment before anything leaves the file.
Running the firm, not the files? The leadership version of this conversation starts with a diagnostic, not a demo.
Book a diagnostic call