Matter, Contract, and Client Management with Filevine

You’ve got a lot on your plate. Filevine helps you do more with less by providing one system to manage your processes. Easily manage outside counsel, generate documents and contracts, and collaborate with all the various business units — all securely, all confidentially, and all in one place.

Filevine is made to manage the most complex workflows.

You manage many various projects. We partner with you to refine each workflow and configure the software to fit into and simplify your day-to-day work.


Matter and contract management all in one place

Imagine a workflow that assigns tasks, generates documents, and notifies the right people at the right time. Filevine helps you get more work done by automating more steps in your process — including drafting documents and collecting signatures.

Seamlessly manage outside counsel and track custodians

Manage contacts, share work and documents, and collaborate seamlessly with outside counsel. Track custodians, perform custodian questionnaires, and store all that data in one place.

Improve team communication from anywhere

Communicate with your team, keep internal clients updated, and collaborate with external vendors — no matter where you are.

Quickly automate management of legal holds

Reduce your manual process for initiating legal holds. Track the entire process, quickly notify custodians via email, and automate any follow-ups.

Secure and confidential

Keep your data secure and confidential with Filevine. Easily manage who can see and access what with permissions and roles.

Powerful reporting

Know more about every aspect of your organization. From staff production to financial details and everything in between, you can develop reports for oversight and visibility into practice areas and resource allocation across your firm. Review upcoming and past-due tasks, view financial details through interactive reporting, and customize each report down to the types of cases you manage.

Ensure project efficiency

Better manage outside counsel and costs to ensure that you are not over-billed and that matters are being handled properly. Do more with less and effectively manage the resources of the company without diminishing your legal role or your duty to your client.

Analog, meet digital

Quit relying on time-consuming letters and faxes to collect signatures. With Fax and Vinesign you can send, receive, and store faxes or contracts all in the cloud, all in one system.

Ready to see what Filevine can do for you?

Schedule a Demo Today