Filevine intake without the manual document parsing
Lido reads inbound mail, emails, attachments, faxes, and portal downloads, then routes clean updates into Filevine for review.
- Sources in one place. Shared inboxes, scan folders, fax queues, and portal downloads feed the same intake workflow.
- Matched to the matter. Parties, claim numbers, providers, dates, and case references help route each document to the right Filevine project.
- Exceptions go first. Urgent documents, deadlines, duplicate bills, and low-confidence fields are flagged before they disappear into a folder.
Trusted by legal and claims teams
How it works
1. Ingest Connect the inboxes, scan folders, fax queues, and portal downloads where PI documents enter the firm.
2. Read and match Lido identifies the document type, extracts key details, and matches each file to the right Filevine project.
3. Route to Filevine Documents, field updates, deadlines, and review flags land where your team already works.
Your data's safe with us
Ready to stop hand-filing docs in Filevine?
Book a 15-minute demo. Bring the inbox, scan queue, or portal workflow that eats your team's day.