Field notes

Field notes

Practical thinking from the work of connecting firm knowledge to AI.

Case study

When the record disagrees with itself: cross-checking Filevine against the file

Our Filevine connection has surfaced discrepancies between entered information and uploaded documents. A field can look complete while a source document tells a different story. Bringing both into view gives the team a concrete question to review.

The dates below are a fictional illustration of that kind of cross-check. MatterMind flags a possible mismatch and keeps the source close. An attorney reviews the original record and decides what needs correction.

Possible discrepancy · Matter #2024-0187Needs review

Filevine field

Date of incident

03/14/2024

Police_Report.pdf · p.2

Date of collision

03/12/2024

Illustrative example with fictional data.

Explainer

MCP in plain English: what the new AI standard means for your firm

MCP, or Model Context Protocol, is an open standard that lets an AI assistant interact with external systems. It gives a connected assistant a defined way to request information from tools your team already uses.

MatterMind’s Filevine connection is live. HubSpot and RingCentral connections are in progress. The point is practical: bring permitted context into the conversation, without asking your firm to replace its existing systems.

Principles

Evidence-first AI: why every answer should show its work

A useful answer should make the record easier to inspect. Source references let an attorney or staff member check what an answer draws from, spot missing context and review possible inconsistencies.

MatterMind retrieves, compares, flags and drafts for review. It does not provide legal advice. Your people retain judgment and approve consequential actions. Firm-wide memory and specialized agents remain on the roadmap.

Machine memory.
Human judgment.

Bring one question your team asks every week. We’ll explore how MatterMind can help answer it, with sources.

Book a discovery call

Illustrative · fictional matter

The record behind the answer

Fictional source excerpts for this website example. No client records are connected.

Filevine · Medicals

Matter #2024-0187. Harbor Orthopedics final bills: requested October 14, 2024; not received.

Filevine · Damages

Matter #2024-0187. Wage-loss documentation: employer letter outstanding.

Police_Report.pdf · page 2

Illustrative report excerpt: “Date of collision: March 12, 2024.” The fictional Filevine field reads March 14, 2024. An attorney must review the original evidence.

Roadmap preview · fictional data · not sent

A starting point for your review

Subject: Final billing request — fictional Matter #2024-0187 Hello Harbor Orthopedics, We are following up on our October 14 request for final bills related to Rivera v. Coastal Freight. Could you share the current status and any information needed to complete the request? Thank you.

This sample is prewritten. Nothing is generated from client data, and no message is sent.