Legal Case ManagementGuided API / WebhookSync SLA: 1.6s Project Sync
How to Connect Filevine Case Management with CallCourty AI
Push structured intake dossiers, crash facts, and audio recordings directly into Filevine Projects.
Generates intake Project cards with insurance policy limits, police reports, and crash facts.
Creates a new Filevine Project or posts directly to the Activity feed of your intake project.
Populates custom Intake Section fields (Accident Date, Injuries, Admitting Hospital, Liability Carrier).
Attaches full call audio and verbatim transcript to the project timeline.
Visual Step-by-Step Instructions
Filevine Case Management Setup Walkthrough & Annotated Screens
Your CallCourty Webhook URL:
1
Open Filevine Account SettingsGenerate a Personal Access Token (PAT) in Filevine
Log into your Filevine workspace, click your profile avatar in the upper right → Manage My Account → Access Tokens → + New. Name it 'CallCourty AI Voice Intake', set expiration to 12 Months, and copy the generated token.
Where to click: Set Name = 'CallCourty AI Integration', Expiration = 12 Months, and copy the generated token immediately
app.filevine.com → Manage My Account → Access Tokens
Copy PAT TokenFilevine Case Management Configuration View
Step 1 Visual GuidePortal Navigation
My Profile
Security
Access Tokens (+ New)Click
Org IDs
Copy PAT Token
Step 1: Create Filevine Personal Access Token (PAT)
Set Name = 'CallCourty AI Integration', Expiration = 12 Months, and copy the generated token immediately
fv_pat_88291044b91c...
2
Enter Your Filevine Org ID / Project Template & Verify
Paste your Filevine PAT and Org/Project ID into the configuration box below and click 'Test & Save'.
Where to click: Post-call summaries, recordings, and transcripts push directly to your Filevine Project Activity feed
CallCourty AI → Filevine Activity Feed Sync
1.6s SyncFilevine Case Management Configuration View
Step 2 Visual GuidePortal Navigation
PAT Auth
Project Template
Activity Feed TestClick
1.6s Sync
Step 2: Automatic Project & Activity Creation
Post-call summaries, recordings, and transcripts push directly to your Filevine Project Activity feed
200 OK · Filevine Project & Activity Sync Active
Automatic Schema Mapping
Real-Time JSON PayloadHow CallCourty AI Maps Call Data into Filevine Case Management
| CallCourty AI Intake Variable | Filevine Case Management Target Field |
|---|---|
| full_name + phone | Filevine Contact Card |
| extracted_facts | Filevine Intake Section Fields |
| ai_summary + recording | Filevine Project Activity Feed |