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YoCierge introduces its most comprehensive integration to date with the amazing case management software: Filevine!

Medical record retrieval now seamlessly integrates with Filevine, to give you unprecedented efficiency for your law office. Our software engineers have designed this interface to take advantage of the unique features only available in Filevine. We live in a private cloud just like Filevine, so you don't need to install any software to take advantage of the improvements below.

Search Among Your Filevine Matters

Once you have connected your YoCierge account with Filevine, you will be able to search all your Filevine projects from the YoCierge portal. The search happens in real-time and, thanks to Filevine's cutting-edge technology, it's lightning-fast and intelligent, not only recognizing project names but also searching your Filevine contacts and list related projects.

Filevine Project


Filevine YoCierge Matter


Patient or Subject Details Automatically Prepopulated

Record retrieval often faces unexpected delays because of incorrect information provided; it's easy to make a typo in a name or date of birth. When you use our Filevine integration, the project's contacts will be presented in a simple, drop-down menu on our portal. In the case of multiple contacts, we detect the ones you most likely need records for and ignore the others.



Often knowing the exact date of loss or date of the incident is helpful when locating records. Just use Filevine's intake section and fill out the Time of Accident field; it will be automatically carried over to your record request.



Getting signatures on HIPAA forms has been a time-consuming task, but now, we can copy the email address that you entered for the contact in Filevine and send the HIPAA forms with just a click for e-signatures. Your client can sign it legally on his/her phone and be done with it in seconds.

Filevine E-Authorization


Filevine E-Authorization in YoCierge


Enter Record Custodians Once

One of our favorite features of Filevine is the Meds section where you can list all the medical locations where your client received treatment. These are the custodians that you likely need records from. When you get to the Locations step on the YoCierge portal, these Filevine Meds entries will be automatically listed there in a simple to use drop-down menu. Of course, you can add additional locations as well, beyond what you already entered into Filevine.

Filevine Location


Filevine Location in YoCierge


Not only can the locations be selected easily but crucial data such as the medical record number is pulled from Filevine's Provider's Account Number field, further ensuring accurate retrieval of the records and avoiding the receipt of incorrect "no record" statements.

Records Delivered Straight Into Filevine

Once records arrive at YoCierge, they will be uploaded automatically into Filevine under the connected Meds entry. This makes it effortless to track what has arrived for your case and provides easy access to all Filevine users, even those who were not involved in the record retrieval process.

Filevine Record Upload

Expenses Registered and Invoices Uploaded

When YoCierge creates an invoice for record retrieval, it also automatically registers a new expense item in Filevine. This ensures that no expenses were missed and that your firm will be reimbursed properly for the record retrieval costs. A copy of the actual invoice is attached to the entry as well.

Filevine Invoice

No Additional Cost

Both Filevine and YoCierge are committed to providing the best possible user experience, therefore, there is no additional charge for using this revolutionary integration.