Comparison
Clerkly vs Filevine
Filevine offers deep, highly configurable case management used by many PI firms. Clerkly takes a different path: less setup, and an AI agent that moves cases forward for you.
Clerkly
AI-native practice management for personal injury. The software does the work; your team approves it.
Filevine
Deep, highly configurable case management with a strong presence in personal injury.
At a glance
| Topic | Clerkly | Filevine |
|---|---|---|
| Practice focus | Built only for personal injury. | Serves personal injury and other litigation-heavy practices. |
| Core approach | An AI agent does the operational work; your team approves it. | A configurable system of record your team works inside, with AI features added. |
| Setup | Opinionated PI workflows that work out of the box. | Extensive configuration options, often tailored to each firm. |
| Medical records | Records requests with automatic follow-up and AI chronologies cited to source pages. | Records management tools; workflow depends on configuration. |
| Demand letters | Demand drafts with every fact cited, ready for attorney review. | Document generation and templates within the platform. |
| Deadlines | Proposed by the Clerk, confirmed by an attorney, with escalating alerts. | Deadline and task tracking configured by the firm. |
| Firm size | Designed for PI firms with 1 to 25 attorneys. | Used by firms of many sizes, including large firms. |
Where Clerkly is different
Simpler by design
Clerkly ships with PI workflows already built. You spend your time approving work, not designing forms and pipelines.
The software does the work
The Clerk chases records, builds chronologies, drafts demands, and tracks deadlines. Your team reviews and approves instead of doing every step by hand.
Nothing sensitive happens without a human
Letters, demands, and client updates need approval from the right person. Proposed deadlines stay inactive until an attorney confirms them.
When Filevine may be the better fit
We'd rather you choose the right tool than the wrong one.
- You want to customize nearly every workflow and have staff to configure and maintain it.
- Your firm is larger than 25 attorneys or runs complex multi-practice litigation.
- You need a vendor with years of production history and a large existing customer base. Clerkly is available now to founding firms and opens to the public February 1, 2027.
Coming in 2027
Filevine importer coming in 2027
A dedicated Filevine importer is on our 2027 roadmap. Until then, firms can move over using spreadsheet exports, with the same attorney deadline review before anything goes live.
Common questions
Can we migrate from Filevine?
A dedicated Filevine importer is coming in 2027. Today, Clerkly supports migration from spreadsheet exports, with an attorney review step for every imported deadline.
How much setup does Clerkly need?
Clerkly is built around the PI case lifecycle, so the core workflows work without custom configuration. Our founding firms help shape the defaults.
Is Clerkly available today?
Yes. Founding PI firms in California, Nevada, Utah, and Arizona get access to the fully functional platform now. General public release is February 1, 2027.
Help shape Clerkly as a founding firm.
Founding firms in CA, NV, UT, and AZ get access to the full platform now, ahead of our February 1, 2027 public release.
Filevine is a trademark of its respective owner. This comparison reflects our understanding of publicly available information as of October 2026 and may not reflect recent changes. Clerkly is available now to founding firms, with general public release on February 1, 2027. Features described are available today unless marked as coming.