Filevine

What is Filevine?

Filevine is a customizable legal case management platform tailored for medium to large law firms and legal departments. It centralizes case, document, and project management within a single workspace, offering secure client portals, AI-powered document review, and extensive workflow automation. The platform supports seamless collaboration, time tracking, billing, and integrates with popular tools like QuickBooks, Google Calendar, and Microsoft Office. Filevine's robust security measures include SOC 2 Type II certification and HIPAA compliance, ensuring data protection while enabling remote access via desktop and mobile devices.

Key Features

• Centralized Case and Document Management

  Manage all case files, notes, communications, and documents in one secure, searchable platform with unlimited storage and version control.

• AI-Powered Document Review

  Automate extraction of key information and generate summaries from legal documents, reducing manual review time and errors.

• Customizable Workflows and Templates

  Tailor case workflows, intake forms, and project templates to fit specific practice areas and firm requirements.

• Integrated Client Portal

  Clients can securely access case information, upload documents, and communicate directly with legal teams, improving transparency and engagement.

• Automated Task and Deadline Management

  Set up automated task flows and deadline chains to ensure critical dates and activities are tracked and never missed.

• Comprehensive Time Tracking and Billing

  Track billable hours within case contexts and generate professional invoices in bulk to streamline the billing process.

Use Cases

• Personal Injury and Litigation Firms : Manage high volumes of cases efficiently with automated workflows and client communication tools.
• Corporate Legal Departments : Coordinate projects, track compliance deadlines, and centralize document management across teams.
• Family and Immigration Law Practices : Customize intake and case management processes to handle sensitive client information securely.
• Government and Public Sector Legal Teams : Leverage secure portals and reporting features to maintain transparency and meet regulatory requirements.
• Legal Billing and Timekeeping : Accurately track time spent on cases and automate invoice generation for faster revenue cycles.

FAQs