Filevine
5
31 votes
Filevine is a cloud-based legal case management platform built to keep matters, documents, tasks, and client communication organized in one system. Designed for law firms and legal teams, it helps streamline day-to-day workflows by connecting task automation with case timelines, messaging, and document handling—so teams can spend less time chasing information and more time moving cases forward.
With Filevine, users can manage cases and leads, centralize legal documents, assemble documents from templates, capture e-signatures, and track time and billing in a structured way. Built-in business analytics provide visibility into workload, performance, and operational trends, making it easier for teams to spot bottlenecks and manage productivity across staff and practice areas.
Filevine also offers AI-powered tools aimed at improving speed and accuracy on high-volume legal work. Solutions such as DemandsAI, AIFields, and ImmigrationAI support tasks like summarizing and extracting information from documents, preparing demand materials, and streamlining immigration-related workflows and communication. These AI capabilities are designed to reduce manual entry, standardize outputs, and help teams turn documents into actionable data.
Filevine supports a range of practice needs—from intake to resolution—by combining matter organization, automation, collaboration, and reporting in a single platform. For firms that want an all-in-one hub for operations and client service, it provides a structured way to run cases, coordinate teams, and maintain consistent, trackable processes.
Filevine Core
Custom
100% Cloud-based (AWS)
Bank-grade AES 256-bit Encryption
Desktop, Tablet, & Mobile Ready
Double-redundant Data Backups
2,000+ Potential Integrations
The Vine™ Threaded Conversations
Guest Access
Email to/from Case File
Text to/from Case File
Tasking and Notifications
Calendaring
Automated Workflows
Deadline Management
Custom Workflow Templates
Unlimited Storage
Create, Preview, and Edit On-the-fly
Filevine Fusion™ Document Generation
Secure Document Sharing
Custom Contact Builder
Custom Report Builder
Configurable Notifications via Text, Email, and Slack
Weekly, Monthly, and Yearly Scheduled Reports
Audit Logs of Activities
Fax to/from Case File (Optional)
Outlook Add-in (Optional)
Ringbird™ 24/7 Call Answering & Intakes (Optional)
Vinesign™ eSignature Collection (Optional)
Accounting Software Integration (Optional)
Filevine Periscope™ Dashboard Visualizations (Optional)
Docs+
Custom
100% Cloud-based (AWS)
Bank-grade AES 256-bit Encryption
Desktop, Tablet, & Mobile Ready
Double-redundant Data Backups
2,000+ Potential Integrations
The Vine™ Threaded Conversations
Guest Access
Email to/from Case File
Text to/from Case File
Tasking and Notifications
Calendaring
Automated Workflows
Deadline Management
Custom Workflow Templates
Unlimited Storage
Create, Preview, and Edit On-the-fly
Filevine Fusion™ Document Generation
Secure Document Sharing
Custom Contact Builder
Custom Report Builder
Configurable Notifications via Text, Email, and Slack
Weekly, Monthly, and Yearly Scheduled Reports
Audit Logs of Activities
Optical Character Recognition (OCR)
PDF Editing, Highlighting, Redacting, and More
Combine, Reorder, and Insert Documents
Fax to/from Case File (Optional)
Outlook Add-in (Optional)
Ringbird™ 24/7 Call Answering & Intakes (Optional)
Vinesign™ eSignature Collection (Optional)
Accounting Software Integration (Optional)
Filevine Periscope™ Dashboard Visualizations (Optional)
Intakes
Custom
100% Cloud-based (AWS)
Bank-grade AES 256-bit Encryption
Desktop, Tablet, & Mobile Ready
Double-redundant Data Backups
2,000+ Potential Integrations
The Vine™ Threaded Conversations
Guest Access
Email to/from Case File
Text to/from Case File
Tasking and Notifications
Calendaring
Automated Workflows
Deadline Management
Custom Workflow Templates
Unlimited Storage
Create, Preview, and Edit On-the-fly
Filevine Fusion™ Document Generation
Secure Document Sharing
Custom Contact Builder
Custom Report Builder
Configurable Notifications via Text, Email, and Slack
Weekly, Monthly, and Yearly Scheduled Reports
Audit Logs of Activities
Lead Tracking
Automated Lead Emails & Texts
Send, Receive, and Track Referrals
Fax to/from Case File (Optional)
Outlook Add-in (Optional)
Ringbird™ 24/7 Call Answering & Intakes (Optional)
Vinesign™ eSignature Collection (Optional)
Accounting Software Integration (Optional)
Filevine Periscope™ Dashboard Visualizations (Optional)
Time & Billing
Custom
100% Cloud-based (AWS)
Bank-grade AES 256-bit Encryption
Desktop, Tablet, & Mobile Ready
Double-redundant Data Backups
2,000+ Potential Integrations
The Vine™ Threaded Conversations
Guest Access
Email to/from Case File
Text to/from Case File
Tasking and Notifications
Calendaring
Automated Workflows
Deadline Management
Custom Workflow Templates
Unlimited Storage
Create, Preview, and Edit On-the-fly
Filevine Fusion™ Document Generation
Secure Document Sharing
Custom Contact Builder
Custom Report Builder
Configurable Notifications via Text, Email, and Slack
Weekly, Monthly, and Yearly Scheduled Reports
Audit Logs of Activities
Automated Timekeeping
Expense Tracking
Invoicing
Schedule Rates
Fax to/from Case File (Optional)
Outlook Add-in (Optional)
Ringbird™ 24/7 Call Answering & Intakes (Optional)
Vinesign™ eSignature Collection (Optional)
Accounting Software Integration (Optional)
Filevine Periscope™ Dashboard Visualizations (Optional)
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