CallSprout + Filevine
Connect Sage to Filevine so litigation and case-management teams get every call logged to the project, with AI summaries, billable time entries, and intake data that can start a new matter the moment the call ends. Available for Filevine.
How CallSprout works with Filevine.
Legal work runs on billable time, and the phone is where that time vanishes the fastest. A client calls to update a deposition date, your paralegal takes the call, and ten minutes later the conversation exists nowhere except in someone's memory. Multiply that across a busy litigation team and you have a project record that is never quite accurate and a bill that never quite reflects what the firm actually did.
CallSprout closes that gap by putting Sage, your AI voice agent, in front of your Filevine workspace. When a call comes in, Sage identifies the caller against your Filevine contacts, surfaces the right project record, and at the end of the call writes back a timestamped phone-call note with an AI summary and a billable time entry. Your attorneys and paralegals walk into every client conversation with context, and the project stays current without anyone typing up notes after the fact.
For firms that handle a high volume of prospective clients, Sage also runs intake: it collects the caller's name, contact details, and case summary during the call, then logs that data to Filevine so your intake coordinator can open a new matter from a complete record rather than a scribbled sticky note. The same cloud phone platform that answers the call also routes it based on project assignment so the right attorney picks up. Everything stays inside the workflow your firm already relies on, and it fits the same pattern we bring to every legal practice using CallSprout. Sage works alongside Filevine, not instead of it.
CallSprout and Filevine, working together.
What Sage does once your call data flows into the tools you already use.
Every call Sage handles posts a timestamped phone-call note to the Filevine project so your litigation team has a complete, searchable record of client communications without manual entry.
Call duration writes back to Filevine as a billable time entry on the project, so the work your attorneys and paralegals do on the phone shows up in the matter record and on the invoice.
CallSprout matches the inbound number against your Filevine contacts so the project record is on screen before anyone says hello, and new callers are captured with full intake detail ready to open a matter.
Sage generates a concise summary of each call and attaches it alongside the full transcript so attorneys can review the substance of a conversation in seconds rather than replaying audio.
Billable phone time that actually shows up in the matter
Filevine's API lets CallSprout write a phone-call note and a billable time entry in a single call, so the two always arrive together and are always linked to the right project. The time entry carries the call duration, the billable flag, and the chargeable flag, so it flows straight into your normal review and approval process. A person still signs off before anything reaches an invoice, but the entry is already there, already tied to the matter, and already accurate.
This is where the integration earns its keep for a busy litigation team. Short calls, the quick update on a discovery deadline or the ten-minute deposition prep, were always the ones that fell through the cracks because they barely felt worth logging. Now every call creates a record automatically, and the work you performed is the work you can invoice. If you want to see how the billing maps to what you pay CallSprout, our pricing is metered and transparent, billed by the second rather than rounded-up blocks.
Caller screen-pop and project routing before you answer
CallSprout matches the inbound number against your Filevine contacts the moment a call arrives. The project record and contact details surface for the person picking up, so they already know who is calling and which matter is on the line before they say a word. When the caller is not in Filevine yet, Sage captures their name, phone, and reason for calling during the conversation so your team can create the contact and matter from a complete starting point.
Routing works the same way. Sage reads project team assignments from Filevine and routes each call on CallSprout's own phone network using the rules you define, for example sending a client directly to the attorney assigned to their matter. Filevine supplies the assignment data and CallSprout handles the call delivery. Here is more on how smart call routing works across the platform.
Intake that opens new matters from the first call
Prospective clients rarely call at a convenient time, and intake information collected over the phone is only as good as the notes the person taking the call manages to write down. Sage handles the intake conversation, collects the caller's name, contact information, and case details, and logs everything to Filevine so your intake coordinator finds a ready-to-use record rather than a voicemail and a blank matter form.
Because Sage can handle intake calls around the clock, a prospective client who calls on a Saturday evening still gets a professional response and their information still lands in Filevine by Monday morning. The firm's intake process runs whether or not anyone is at the desk. Sage announces recording at the start of every call, so you meet two-party consent requirements in every state where you practice. You can read more about how Sage handles calls and what it captures.
A searchable phone record across every active matter
Every call Sage handles produces a full AI transcription alongside the call note and summary that land in Filevine. That means the phone record for a matter is not a stack of calendar entries or a set of voicemails nobody has time to replay. It is a searchable text record of what every client said, when they said it, and what was agreed, attached to the project where your team already looks.
That feedback loop also tells you which matters are generating the most inbound calls, which clients keep asking the same questions, and where your intake funnel is losing people. The data has always been there; Sage just stops it from disappearing into a phone log that nobody exports. If you run other legal platforms, CallSprout connects to Clio, MyCase, PracticePanther, and others across the full integration catalog.
What this looks like day to day.
A client calls with a question about an upcoming deposition. Sage identifies the caller, surfaces the project record, routes the call to the assigned attorney, and when the call ends writes a phone-call note, an AI summary, and a billable time entry to the matter. The attorney never touches Filevine to do it.
A potential client calls on a Sunday evening after seeing your firm's advertisement. Sage runs the intake conversation, collects their name, contact details, and a description of their legal situation, and logs everything to Filevine. Your intake coordinator opens the new matter Monday morning from a complete record instead of a voicemail.
During a busy trial week, your team is unavailable for routine client calls. Sage handles the incoming volume, provides status updates where it can, captures every message, and ensures that each interaction is logged to the right project so nothing slips through when the team resurfaces.
Getting connected to Filevine.
- 1
Book a 15 minute call and tell us how your firm structures projects, intake, and billing in Filevine.
- 2
We connect Sage to your Filevine workspace through its REST API, mapping contacts, projects, time entry settings, and routing rules to your setup.
- 3
Sage starts answering calls, matching callers to their matters, routing to the right attorney, and posting notes, AI summaries, and billable time entries to every project automatically. Book your call to get started.
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
Filevine, answered.
- Does CallSprout integrate with Filevine?
- Yes. CallSprout connects to Filevine through its REST API to match callers to contacts and projects, log phone-call notes with AI summaries, write billable time entries, book project appointments, and route calls to the right attorney based on matter assignment. Book a call and we will map the integration to your firm's setup.
- Will it write a billable time entry for every call?
- Yes. When a call ends, CallSprout writes a phone-call note and a billable time entry to the Filevine project in a single operation. The entry carries the call duration and the billable and chargeable flags, so it flows into your existing review and approval process. Your team still signs off before anything reaches an invoice.
- Can Sage identify which matter a caller belongs to?
- Yes. CallSprout matches the inbound number against your Filevine contacts and surfaces the project record before the call connects, so the attorney or paralegal picking up already knows who is calling and which matter is on the line. When the caller is not in Filevine yet, Sage captures their details during the call.
- Can Sage handle intake for prospective clients?
- Yes. When a prospect calls, Sage runs the intake conversation, collects name, contact information, and case details, and logs everything to Filevine so your intake coordinator can open a new matter from a complete record rather than starting from scratch.
- Can Sage book appointments directly in Filevine?
- Yes. Sage can create a project appointment in Filevine during the call, so consultations and follow-up meetings land on the matter record without a separate calendar step from your staff.
- How does call routing work with Filevine project data?
- Sage reads project team assignments from Filevine and routes each inbound call on CallSprout's own phone network using the rules you define. For example, a client call can go directly to the attorney assigned to their matter. Filevine provides the assignment data and CallSprout handles the delivery.
- Does Sage disclose that calls are recorded?
- Yes. Sage announces recording at the start of every call so your firm meets two-party consent requirements in every state where you practice. Full transcripts and AI summaries are stored on CallSprout's secure infrastructure.
The call data and time entries Sage captures in Filevine are also a signal worth analyzing. Our sister company Ereos builds custom AI for law firms and legal teams on its Watchtower platform, reading across the case management, billing, and communication data your firm already generates.
When the insight is in your matter data, not just your phone line
CallSprout keeps your client line answered and your Filevine projects current with call notes, time entries, and intake records. When you want AI that reads across your matters, billing history, and communication patterns to surface the practice area driving the most write-offs or the client relationship that needs attention, that is what our sister company Ereos builds. Its Watchtower platform connects to the systems your firm already runs and turns that data into signals your attorneys can act on.
Schedule a discovery call with EreosMore on how Sage works.
How Sage answers, qualifies, and routes calls for your firm.
Route each client to the right attorney based on matter assignment.
Full transcripts and summaries attached to every matter.
Why litigation and case-management teams run CallSprout.
Connect CallSprout to Filevine
Book a 15 minute call and we will get you set up.