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Features

Filevine is continually making updates to our products

Explore the latest releases
Aug 2024
Communication
A cutting-edge client portal software solution that revolutionizes how law firms connect with their clients. Providing a secure online space where attorneys and clients can seamlessly communicate, share documents, and collaborate on cases.
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 4 Min
Aug 2024
Reporting
Unlimited Vitals recognizes this, empowering you to tailor your case view to match your specific responsibilities. Customize both the Vitals bar and flyout to display only the information most relevant to you, creating a truly personalized dashboard.
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 3 Min
Jul 2024
Time & Billing
Our secure law firm payment processing solution is designed specifically for legal professionals. Easily send payment requests, accept online payments, manage your accounts, and track transactions all within one platform.
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 4 Min

Explore our Filevine features

Categories

Conflict Checker Software

To protect your clients and your firm, it’s crucial to flag and address potential conflicts as quickly as possible. That's why we are excited to announce the release of an enhanced conflict checker that allows for broader and more powerful searching across all contacts in your organization.

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SidebarAI

SidebarAI, your personal AI Assistant, is ready to engage in chat conversations and guide you through using Filevine efficiently and effectively. Let our experimental conversational AI-powered chatbot summarize your cases and assist you in navigating Filevine seamlessly.

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Multiple Timers, One Running

Users can now have up to ten active timers, enabling them to pause timers and leave them open to come back to.

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AIFields: Instant Legal Document Analysis & Insights

AIFields leverages the power of artificial intelligence to automatically extract and summarize key information from project documents and other files.

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Custom Statuses in Lead Docket

Custom Statuses - create your own custom statuses to support a wide range of practice areas, intake styles, and unique workflows.

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Recent Documents

Recent Documents - With this new functionality, the Documents page displays a list of files, starting with the most recently accessed and modified by the user.

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LEDES 1998B Bills

Improve the invoicing experience for firms requiring LEDES 1998B invoicing. This will allow firms to generate LEDES files for a single invoice and in bulk.

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Sidebar

Sidebar is a discussion feature where users can have private or group conversations around a project, document, task, etc.

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Calculated Fields

Perform and display routine calculations from data on projects as a means of saving time and preventing human error on calculations in reports, doc gens, and vitals.

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Two-Way Folder Share with Secure Links

Securely share documents, files, and folders with parties outside your firm—like expert witnesses, co-counsel, etc.—with a simple, secure, link.

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Accounting Software Integration

Filevine integrates fully with Quickbooks, letting you augment existing billing processes without making major changes to your workflow.

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Schedule Rates

Easily manage any number of rate schedules based on a team member or type of case or matter worked.

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Popular Integrations

Gmail Logo

Gmail

File and track emails from Google quickly and easily.
Microsoft 365 logo

Office 365

Microsoft 365 and Filevine are easily connected to keep your legal teams running seamlessly and efficiently.

Filevine + Workato: Build the Automations Your Firm Needs

Workato automates workflows and ensures security and governance by integrating business applications.
Quickbooks logo

Filevine + QuickBooks: Streamline Accounting & Billing

Run your entire business with the #1 small business cloud accounting solution!

Filevine + Case Status: Seamless Case Updates & Client Access

Client service feedback and ratings in the legal industry are at an all-time low. Case Status is the solution to the client management problem in the legal sector.
Slack

Slack

Slack makes communications with your teams easy breezy.
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