On Monday, Filevine announced a partnership with Codes Health, a New York startup that uses AI to retrieve medical records for law firms. The capability is now live on Filevine's platform. Firms can request, track, and receive records without leaving the case file.
Medical record retrieval is unglamorous work, and it governs how fast a personal injury case moves. A firm cannot value a claim, draft a demand, or negotiate a settlement until the records arrive, and those records can take months to obtain. Ryan Anderson, Filevine's CEO and co-founder, called retrieval "one of the most time-consuming, frustrating bottlenecks" in personal injury, insurance defense, and mass tort work. Codes Health says it delivers records in days.
Codes Health was founded in 2024 by Cody Durr, Austin Mills, and Alvaro Rivera, went through Y Combinator's Summer 2024 batch, and is based in New York. Its backers include Amplify Partners, Haystack, and Y Combinator. Hundreds of plaintiff firms already use it. When a two-year-old New York AI company wants distribution into American law firms, it comes to Salt Lake City.
The deal is the third major addition to Filevine's platform this year. In January, the company acquired Pincites, an AI contract redlining startup. In June, it launched LOIS Legal Research, an AI citator that checks whether a specific passage of a court opinion remains good law, aimed at territory Westlaw and LexisNexis have held for decades.
The strategy behind all three moves is the same. Filevine calls its platform the Legal Operating Intelligence System, or LOIS, and the bet is that AI works best within the system where the case actually lives, with access to the emails, depositions, deadlines, and documents that provide context. Each capability the company adds to the platform is one that a competitor cannot sell on top of.
Filevine was founded in 2014 by Anderson, a former litigator who wanted software that matched the way casework actually moves. The early money was Utah money. Signal Peak Ventures and Album VC backed the Series A in 2019. In April 2022, the company raised a $108 million Series D led by StepStone Group, with Golub Capital, Signal Peak, and Meritech participating. By then, it had grown its annual recurring revenue by 198 percent over two years.
The round that changed the company's standing came in September 2025, when Filevine announced $400 million in all-equity financing, closed across two rounds over 15 months. Insight Partners led the first. Accel and Halo Fund, the investment platform founded by Qualtrics co-founder Ryan Smith and Accel's Ryan Sweeney, co-led the second. The raise valued the company at roughly $3 billion. Smith said at the time that Filevine's AI products were showing heavy daily usage, week-over-week growth above 20 percent, and AI revenue growing 130 percent year over year.
The rest of the disclosed numbers: nearly 6,000 customers, 100,000 legal professionals on the platform, gross retention above 96 percent, net dollar retention above 120 percent. Filevine users upload more than 20 million pages of documents daily.
The competition sorts into tiers. At the top is Harvey, the San Francisco company that sells AI agents to elite law firms and Fortune 500 legal departments. In March, Harvey raised $200 million at an $11 billion valuation, with the majority of the AmLaw 100 as customers and about $190 million in annual recurring revenue. Harvey and Filevine barely compete today. Harvey sells at the top of the market, with reported prices exceeding $1,000 per lawyer per month. Filevine's base is the contingency-fee economy, the personal injury and mass tort firms that run on volume.
Filevine's real fight is with Clio, the Vancouver company converging on the same platform thesis from the opposite end of the market. In November, Clio completed a $1 billion acquisition of vLex, the largest deal in legal tech history, and closed a $500 million Series G at a $5 billion valuation the same day. Clio reports $400 million in annual recurring revenue. Below both platforms, venture-backed specialists attack individual workflows in Filevine's home market. EvenUp has raised roughly $384 million for AI-generated demand packages. Eve reached a billion-dollar valuation last fall. These companies do not want to replace the system of record. They want the most valuable work that happens on top of it, which is why Filevine keeps pulling that work inside.
Filevine's Spot In Silicon Slopes
Zions Bank data presented at a Salt Lake City roundtable in June identified eight privately held Utah companies worth $1 billion or more: Entrata at $4.3 billion, then Filevine, Podium, Lucid Software, and iFit at $3 billion each, with MX, Route, and TaxBit behind them.
Entrata sold a majority stake to Silver Lake in 2021, is run by Adam Edmunds, a hired CEO rather than a founder, and filed its S-1 on June 1 to list on the New York Stock Exchange, which will soon remove it from the private rankings altogether. Lucid is led by Dave Grow, who joined in 2014 but did not found the company. iFit's founder left in 2022. Podium remains founder-led under Eric Rea, but its $3 billion mark dates to 2021 and has not been tested since.
Filevine's $3 billion valuation was set ten months ago by investors who came to the company in a market that had already turned skeptical of software valuations. On those facts, Filevine is arguably already Utah's most valuable independent, founder-led tech company. Whether it can become something larger depends on a repricing that has lifted every comparable around it. Clio went from $3 billion to $5 billion in sixteen months. Harvey went from $3 billion to $11 billion in thirteen. Filevine has not raised since September and has announced no plans to do so.
The caution is that every one of these numbers is an opinion until someone pays for it. Utah's last cohort of tech IPOs is not encouraging on that score. Domo, Pluralsight, Weave, and Traeger all went public and traded well below their offering prices, and the state has produced two IPOs since 2021. Entrata's offering will be the first real test of what public investors think a Utah software mark is worth in this cycle. Filevine will be watching from the best seat in the state.
