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Windows

Filevine unknown

Legal case management software with AI solutions for law firms and legal teams
5 
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Filevine is a legal case management software designed to streamline legal workflows, connect task automation to client communication, and manage legal documents. It offers features like document assembly, timekeeping, and business analytics, aiming to keep legal work organized in a cloud-based platform. Filevine also provides AI-powered solutions like DemandsAI, AIFields, and ImmigrationAI to enhance efficiency and accuracy.

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Review summary

Features

  • Case & Matter Management
  • Lead Management
  • Document Management
  • Contract Management
  • Business Analytics
  • Billing & Time-keeping
  • eSignatures
  • Document Assembly
  • AI-powered solutions

How It’s Used

  • Personal Injury case management
  • Mass Torts case automation
  • Immigration client communication and invoicing
  • Insurance Defense task management and document assembly
  • Corporate Counsel workload balancing and legal service delivery

Plans & Pricing

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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