Delta works inside Filevine.
Delta reads and updates your Filevine projects, phases, custom fields and notes.
Connected at firms today
What Delta does in Filevine.
Reads
- Projects and phases
- Custom fields and sections
- Notes and tasks
- Documents on a project
- Contacts on a project
Updates
- Adds notes to a project
- Updates custom fields
- Creates tasks
Ask it things like.
- Which projects in the treatment phase have no note in the last 30 days?
- Update the settlement amount field on the Garcia project to $85,000.
- Add the adjuster's email from this morning as a note on the Martinez project.
Connect Filevine in minutes.
- 1Ask Delta to connect it
- 2Sign in once, on its own page
- 3Delta checks it can see your cases
Here is Filevine’s sign-in.
Sign in to FilevineChecking FilevineReading your cases
Filevine questions.
Does CaseDelta work with Filevine?
Yes. You sign in once on Filevine's own sign-in page. Delta reads and updates your Filevine projects, phases, custom fields and notes.
Does it need Filevine's API?
No. Delta works through the same Filevine sign-in your team uses, so you do not need an API key or any setup inside Filevine.
Can Delta update Filevine, or only read it?
Both. In Filevine, Delta adds notes to a project, updates custom fields and creates tasks.
Is my Filevine data safe?
Yes. Each firm's data is isolated, and every request Delta makes is scoped to one firm. Your client data is never used to train, fine-tune or improve any AI model.
What does connecting Filevine cost?
Nothing extra. CaseDelta is priced per firm by account band, from $599 a month for up to 5 accounts, and every band includes every system you connect.
How long does it take to connect Filevine?
Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.