A working session, not a webinar
Build five AI workflows your Filevine team can use the next morning.
Work on sanitized PI case files, learn where Filevine's AI helps and where human judgment takes over, then leave with a verified prompt playbook your team can reuse.
Workshop preview
See the difference between 'summarize these records' and an instruction a Filevine case manager can safely verify.
No email or registration required
The participant experience
What happens during the hour
Participants do the work themselves. The session moves from safe use to tested instructions to a repeatable team standard.
0-10 min
Set the safety boundary
See what may run inside firm-approved tools, what never belongs in a public chatbot, and where human review remains mandatory.
10-20 min
Build a serious instruction
Turn a vague request into a six-part instruction covering the task, context, judgment, constraints, deliverable, and verification.
20-50 min
Work the case-manager workflows
Use sanitized PI files to build, test, and improve instructions for chronologies, gaps, updates, records follow-up, and handoffs.
50-60 min
Make it reusable inside the firm
Compare results, identify failure points, and turn the strongest instructions into a repeatable Filevine-team playbook.
The practical work
Five Filevine workflows, built on sanitized PI materials
No client data and nothing from your own matters is required. Each exercise ends with a reusable instruction and an explicit human verification step.
Treatment chronology
Flag gaps in care, separate facts from conclusions, and identify missing records before an adjuster does.
Verification questions
Generate the factual questions a case manager should resolve before an attorney relies on the output.
Client status update
Draft a plain-English update that stays out of legal advice and escalates judgment calls to a human.
Records follow-up
Create a consistent provider follow-up sequence from an outstanding-requests list.
Pre-litigation handoff
Produce an attorney-ready handoff memo with open items, risks, and escalation flags.
Why this matters inside a Filevine firm
Upskill the case manager. Strengthen the operating system.
Better individual work
Case managers learn to direct AI precisely, catch weak output, and keep judgment with the people responsible for the file.
More consistent teams
Team leads can turn the strongest instructions and review checks into shared standards across case managers and offices.
Clearer Filevine boundaries
The firm sees which work belongs in native Filevine tools and where a human-owned verification layer is still required.
What Filevine's AI does, and where it stops+
AIFields
Prompt-driven extraction from uploaded documents into project fields. Useful for pulling named facts from a document you select.
MedChron
AI medical chronologies and record summaries inside the case file, including key events, dates, and providers.
DemandsAI
Demand-letter drafting from organized case material.
The judgment layer still belongs to your team
No feature should be trusted to cross-check billing, identify everything absent from the file, or verify its own output. The workshop teaches case managers to run that review deliberately.
Filevine's feature set changes. We verify this map against its current documentation before each cohort.
What participants leave with
Proof of learning, not another page of notes
The session produces working assets for the participant and a concise standardization view for the firm. The certificate records completion but does not represent CLE credit.
- Five reusable case-management instructions
- A verification checklist for every instruction
- A one-page team-standardization memo for firm leadership
- A client-data and human-review safety framework
- A personalized certificate of completion
Filevine cohort
Reserve a seat
For case managers, senior case managers, records staff, and team leads at personal injury firms using Filevine. Maximum ten firms per working session.
Questions answered
What to know before reserving a seat
What is the participant experience like?+
It is a working session, not a webinar. After a short safety and instruction-design briefing, participants work directly on sanitized PI case materials, compare results, improve their instructions, and leave with finished assets they can reuse inside approved tools.
Does Filevine already have AI built in?+
Yes. Filevine offers AIFields, MedChron, and DemandsAI. The workshop does not repeat a product demonstration. It focuses on the review and judgment layer around those tools: missing information, treatment gaps, verification, escalation, and repeatable team workflows.
Do participants use real client files?+
No. Every exercise uses sanitized sample materials supplied for the session. The first lesson is what must remain inside firm-approved systems and what should never be pasted into a public chatbot.
How does this help the firm, not just one case manager?+
Participants leave with reusable instructions, verification steps, and a one-page standardization memo. Team leads can use those materials to identify where a Filevine workflow can become more consistent across people, offices, and handoffs.
Is there a certificate?+
Yes. Participants who complete the working session receive a personalized certificate of completion. It documents participation but is not CLE credit.
Is the workshop free? What's the catch?+
The session is free and contains no product demo. If the methods prove useful, some firms later ask Possible Minds to help turn them into firm-owned systems. That is a separate and entirely optional conversation with firm leadership.