Filevine's Perplexity connector lets Perplexity Computer work in your Filevine account, searching and making updates using Filevine's API. The Perplexity connector is the same connector as the Filevine Claude Connector, offered in Perplexity. The tools, the permissions and what it can reach are identical to the Claude connector.
Permission Required
The connector uses the Filevine API as its underlying interface, so Perplexity can perform supported Filevine operations while respecting the permissions and access of the signed-in user.
What the Perplexity Connector Can Do
Because the connector exclusively uses Filevine's API as its tool, it is more limited in scope than Filevine's native AI product, LOIS. Read more about a comparison of Perplexity and LOIS’ capabilities, including what the Perplexity connector cannot do.
| Capability | Example Prompt |
| 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. | "Give me a list of all matters with overdue deadlines." |
| Write directly into the same records set as mentioned above | "Add a task to review the document to the Emma Laurel project, assigned to me and due tomorrow" |
| Find a document by filename, folder or metadata | "Find the initial hospital report for Aaron Larson." |
| Move, copy, rename, lock and folder documents | "For all documents with an underscore in the name, replace the underscore with a hyphen" |
| Record and read back deadlines already on a project | "Check the deadlines on the Anna Huntsman case." |
Set Up the Connection
This connection authorizes Perplexity to act on your behalf to access, create, and update your Filevine data.
Before you Begin
Before set up, note the following:
- The connector is available for Filevine tenants in the US. Canadian tenants are not currently supported.
- Each user connects their own Filevine account, and the connector inherits the same permission level that user has in Filevine.
- Connectors are part of Perplexity Computer, available on Perplexity's paid plans: Pro, Max, Enterprise Pro and Enterprise Max. On Enterprise plans, an admin can turn off individual connectors for the organization, so if Filevine isn't listed, check with your Perplexity admin.
Step-by-Step
- In Perplexity, open Customize or Plugins in the sidebar and search for “Filevine.” Select the Filevine connector. You can also find the LOIS Perplexity connector this way.
- Select the plus icon on the connector. You'll be taken to the FVID (Filevine Identity) page, where you can sign in. If prompted, select your tenant before signing in.
- Upon signing in, you’re returned to Perplexity with Filevine connected.
The Perplexity connector receives the same access as the Claude connector:- Identity scopes: your user identifier, email address
- API scopes: tenant data, Filevine API access, API gateway access, tenant read, connector access
- Offline access: stays in effect until you log out
Manage the Connection
In Customize/Plugins > Installed in Perplexity, you can find the Filevine connector. Open it to disconnect it or adjust tool permissions.
Under Manage permissions, each tool can be set to Disable, Always ask or Allow, one at a time or a whole group at once. Set the tools that change data to Always ask if you want Perplexity to check with you before it updates anything in Filevine.
Disconnection and Session Expiration
Filevine's Perplexity Connector expires based on the FVID session, which is controlled by your firm Admin in the Account Manager > Tenant Configuration. By default, the interval is one day, but it can be extended up to three months. Learn more about adjusting session timeout.
When the session expires, Perplexity tells you the Filevine connection has expired. Reconnect Filevine from Customize/Plugins > Connectors to sign in again.
Use the Connector
The Perplexity connector is an individual-level tool. Any actions that Perplexity takes are recorded in Filevine as actions taken by the signed-in user.
Depending on each tool's permission, Perplexity either runs it straight away (Allow) or asks you first (Always ask).
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