AIConnectors.io
ChatGPT +
Filevine connector.
Ask ChatGPT about live Filevine work.
Installed and configured for your team.
I’m running Clearwater West Legal’s matter meeting. What in Filevine needs a decision before Friday?
I found three matters where a deadline, client expectation, or unbilled balance needs an owner:
- Matter CWL-3655 · filing due Friday The response draft is 80% complete, but Jordan Ellis has not approved Exhibit C. The client’s underlying declaration was added yesterday afternoon.
- Matter CWL-3113 · client update overdue Driftwood Hotels has received no status note in 16 days. The last activity was opposing counsel’s revised settlement position of $35,606.
- Matter CWL-5892 · $11,531 unbilled 27 time entries from two attorneys remain in draft. If they are not reviewed today, they will miss this month’s billing run.
Put Exhibit C with Jordan Ellis at the top of the meeting, assign the client update, and have billing release the draft time by 3:00 p.m.
Claude version.
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I’m running Clearwater West Legal’s matter meeting. What in Filevine needs a decision before Friday?
I found three matters where a deadline, client expectation, or unbilled balance needs an owner:
- Matter CWL-3655 · filing due Friday The response draft is 80% complete, but Jordan Ellis has not approved Exhibit C. The client’s underlying declaration was added yesterday afternoon.
- Matter CWL-3113 · client update overdue Driftwood Hotels has received no status note in 16 days. The last activity was opposing counsel’s revised settlement position of $35,606.
- Matter CWL-5892 · $11,531 unbilled 27 time entries from two attorneys remain in draft. If they are not reviewed today, they will miss this month’s billing run.
Put Exhibit C with Jordan Ellis at the top of the meeting, assign the client update, and have billing release the draft time by 3:00 p.m.
Setup included.
- 1Review
- 2Configure
- 3Connect + test