Filevine's Claude Connector exclusively uses Filevine’s API as its tool, it is more limited in scope than Filevine native AI product, LOIS. LOIS also includes additional connections with other Filevine products, like MedChron, and additional internal tools like Workflows, Skills, and Legal Research.
| Capability | Claude Connector | LOIS |
|---|---|---|
| Read directly from the Filevine app using the reach of the API. This capability covers all Filevine records with the exception of timekeeping, billing, payments, the Client Portal, and certain document functions. | ✔️ | ✔️ |
| Write directly into the same records set mentioned above | ✔️ | ✔️ |
| Find a document by filename, folder or metadata | ✔️ | |
| Move, copy, rename, lock and folder documents | ✔️ | ✔️ |
| Record and read back deadlines already on a project | ✔️ | ✔️ |
| Read directly from the Filevine app’s billing, timekeeping, invoicing, and payment records | ✔️ | |
| Write directly to the Filevine app’s billing, timekeeping, invoicing, and payment records | ✔️ | |
| Create recurring payments and edit instances of those payments for Payments | ✔️ | |
| Find Filevine documents by their contents, either with semantic or keyword search | ✔️ | |
| Upload document to Filevine, routing multiple documents to specific projects and folders | ✔️ | |
| Run aggregate, cross-project reports of fields, notes, contacts, deadlines in Filevine | ✔️ | |
| Use LOIS Workflows to run on an event trigger or a schedule, with nobody in the chat | ✔️ | |
| Run your individual and firm-wide skills saved in LOIS | ✔️ | |
| In MedChron, answer questions about the medical chronology | ✔️ | |
| Pull statutory calendar deadlines for a given jurisdiction | ✔️ | |
| Search relevant legal opinions with LOIS Legal Research | ✔️ | |
| Read the full text of an opinion, and open a chat scoped solely to that opinion | ✔️ | |
| Confirm a cited opinion exists, view sources, and flag what cannot be confirmed | ✔️ | |
| For a given legal holding in an opinion, determine negative and positive treatments of that holding with Citate with LOIS | ✔️ |
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