Operations on rails.
Trellys runs on top of the systems your team already uses. Records stay current. Work moves when it should. Your people focus on the parts that need them.
One platform. Your records at the core.
Every channel connects to the Trellys platform. Your core system stays the source of truth at the center — automations and AI agents read from it, while an independent backup & sync foundation keeps a copy you control.
- Calls
- Fax
- Texts
- Payments
- Documents
- Calls
- Fax
- Texts
- Payments
- Documents
Some of our members' favorite solutions.
Start free, and become a member when your firm is ready.
A free Guest account gives your firm the portal, a Filevine connection, and the free rules and reports. Membership unlocks every product built on your firm's own cases, contacts and documents. Every firm pays the same price.
Membership billed every month.
Two months free compared with paying monthly.
Membership for life, offered through the Filevine show.
Work that costs us money for each document, such as analysis and transcription, is priced by level on top of membership. Members can sign a BAA when their firm handles medical records, and it is not required.