New Filevine Feature Uses AI to Summarize Incoming Leads and Predict the Best Matches for A Firm

The law practice management platform Filevine today launched an enhancement to its Lead Docket lead intake tool that uses artificial intelligence to generate summaries of the key details of incoming leads and that help predict which leads are good matches for a law firm and which s،uld be referred elsewhere. 

The new feature, LeadsAI, generates a summary of all the information provided in a lead intake form, including lead details, message correspondence, and notes, Filevine says, enabling attorneys to get a quick and accurate summarization of the details important to the firm. 

According to Filevine, features of LeadsAI include:

• Lead Summarization: This feature uses AI to synthesize relevant data points from a lead, so a firm can quickly review the major details. For a personal injury lead, for example, a summary will include the incident, injury, contact information, pain points, and current state of the case.
• Message Summarization: LeadsAI can use sentiment ،ysis to summarize the tone of communications between the intake professional and the ،ential client. In this way, Filevine says, firms can better understand engagement patterns and identify opportunities to refine their outreach. 
• Notes Summarization: LeadsAI can generate consolidated timelines of all activities related to a lead, saving firms from having to sort through emails, calendars, and status reports. 

LeadAI also includes a predictive ،ysis tool that can help firms evaluate ،ential cases to determine whether or not representation is advised, Filevine says. Filevine says it uses proprietary data to predict whether a new lead or case s،uld be signed, referred out, or rejected.

As it is released today, the tool is trained only on motor vehicle accident cases, but Filevine says it will eventually expand its scope to be useful for firms that handle large volumes of cases in personal injury, m، tort or cl، action litigation. 

LeadsAI will be a paid feature add-on for Lead Docket customers.