Case and matter management, automated tasks and deadlines, team collaboration tools, data management, billing and timekeeping.
The living, connected thread that pulls together your entire company.
Intake and lead tracking, powerful business analytics, marketing automation, document automation and unlimited storage, eSignature.
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Filevine is accessible in the office and on-the-go. Go paperless with both desktop and mobile versions that keep you flexible and secure.
Filevine supports seamless integrations with dozens of your favorite web apps and an open API for countless more.
Built on AWS, the world’s largest and most dependable cloud platform, Filevine is easily accessible from any internet device, any time.
Electronic fax for attorneys and legal professionals. Fax right from your computer and from inside your cases. No app to download, fax from anywhere.
Collaborate with a coworker, communicate with a client—The Vine is where conversations happen inside of Filevine.
Your clients want to text you. Give them the personal communication they crave with the privacy you need with Text-to-Case-File.
Guest Access can be given in Filevine to keep everyone in sync to ensure no one is left out.
Emailing from Filevine is a breeze. Just click a client or collaborator email from the case file and Filevine will launch your email client and CC the Filevine case-file.
Filevine's activity feed shows you all of the recent notes, task assignments, and comments going on in a project.
Never miss another deadline. Filevine deadline tracking allows you to automatically calendar upcoming deadlines and SOL dates that keep you in compliance and ahead of the game.
Maximize your work with endlessly configurable project templates, flexible custom fields, and robust reporting to tie it all together.
With deadline chains, you can automatically calendar due dates, SOL dates, and more. Case-level calendars help you see what's happening in each matter.
This phase-based task flow system guides your team through processes you design to keep every case on track. Tasks are assigned automatically to the relevant members of your team.
Quickly combine PDFs, reorder pages, and add additional documents when assembling large files inside a simple, user-friendly interface.
PDF documents are used frequently in legal work, and with good reason—the format is light-weight, customizable, and supports advanced functionality.
OCR indexes every document in your system to make it available for search. If a file contains any of the terms you search for, it will appear in your search results.
The legal industry is changing and lawyers who don’t adapt quickly risk falling behind. If you spend too much time on document management, you lose valuable bandwidth elsewhere.
Document generation that combines granular reporting with dynamic document merging to create sophisticated forms, visuals, and charts.
Document sharing with Filevine is very simple and ultimately, secure.
How much Storage does Filevine have? Unlimited Storage is offered in Filevine so you don't have to worry about adding more later.
Build any number of custom contact types and easily manage your address book to ensure smooth and simple contact management.
A robust system of sending, tracking, and following up on referrals to radically improve the success of your referral program.
Capture every lead from every source, all in one place. Combined with advanced attribution and reporting, you gain the advantage of deep insights into your marketing performance.
With personalized, automated messaging you can quickly connect with clients and step them through the intake process.
24/7 availability. Custom intake processes. Lead Reclamation, Outbound Retainer Calling. Automatic Appointment booking
Collect eSignatures quickly, securely, and easily.
Filevine integrates fully with Quickbooks, letting you augment existing billing processes without making major changes to your workflow.
Easily manage any number of rate schedules based on a team member or type of case or matter worked.
Generate new invoices with a single click and track payments automatically.
Keep your budget on track and allow your team to do more work in less time—all while improving your relationships with clients and vendors alike.
Deploy the Timer from anywhere in Filevine and start tracking billable hours in moments.
Filevine Periscope is a bird’s eye view of your team’s productivity and workflow with intuitive and refined drill-down reports.
Filevine automatically logs all activity performed within the system. The Audit Report allows you to get deep insights into how your team works and what processes are working and which need some fixing.
Automated reports on your schedule. Set your most important reports to hit your inbox by day of the week, day of the month, or month of the year.
Instant and customizable daily notifications
Filevine's robust reporting engine allows you to build any number of custom reports and gain keen insight into how your firm is running.
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