Filevine AI document prompts for litigation
Filevine documents AI review features that operate on selected project documents and support built-in or custom prompts. These templates give that review a narrower assignment and a consistent output to verify.
Product-source review: . Capabilities and data terms vary by plan and can change. Confirm the current product documentation and your organization’s approval before using case material.
Filevine for litigation — product fit and limits
Strengths
- AI Doc Review works with documents selected from a Filevine project.
- Filevine documents built-in prompts as well as custom AI document prompts that organizations can save and reuse.
- Keeping review inside the case-management workflow may reduce duplicate document movement, subject to the organization’s configuration.
Watch-outs
- The workflow requires Filevine access and depends on documents being available and processed in the project.
- Generated answers and source references still require comparison with the underlying document.
- Feature access, permissions, and organization-wide prompt sharing depend on current Filevine settings.
This is an editorial product comparison, not an endorsement or a security assessment.
Using CasePrompts with Filevine
Select the project documents in AI Doc Review and paste the CasePrompts prompt as a custom prompt, or save it as an AI Document Prompt your organization can reuse. These prompts suit document work such as medical records and productions. Compare each answer and its source reference with the underlying document.
Tool interfaces change — adapt as needed, and check your firm's AI use policy before uploading case materials.
Why structure helps more than “summarize this”
Every prompt follows the CITE method: Context, Instructions, Template, Evidence. It names the source in scope, the task, the output, and how to cite supporting locations. That makes Filevine’s answer easier to inspect; it does not stop a model from misreading material, so check every material finding against the source.
Prompts to try in Filevine
Prompt libraryAI Medical Chronology Prompt for Lawyers
Build a date-ordered medical chronology from the complete record, with source citations for every encounter and explicit flags for treatment gaps, prior history, causation language, and missing records.
Special Damages & Medical Billing Summary
Itemize the medical specials from the records and bills — provider, dates, treatment, billed, paid, and outstanding — totaled, with relatedness and missing bills flagged.
Discovery Gap Finder
Flag every evasive, incomplete, or boilerplate-objection answer against what was actually asked — and walk away with your meet-and-confer list drafted.
Production Index Builder
Index a document production end to end: document type, date, author, recipients, Bates range, and a one-line description — with the anomalies surfaced.
Communications Timeline Builder
Turn an email and letter production into a dated who-knew-what-when timeline with thread lineage and Bates cites — knowledge milestones flagged.
Record Interrogation Session Setup
The standing-rules prompt: paste this once at the start of a chat session and every answer after it comes cited, sourced, and honest about gaps.
CasePrompts is vendor-neutral. Its builder and Ask your files read your files in the browser, so you can search the record and build a cited prompt before deciding whether anything goes to Filevine. Data & privacy
Official product sources
These first-party pages supported the capability and data-term statements above when reviewed on .