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Features

Filevine is continually making updates to our products

Explore the latest releases

Explore our Filevine features

Categories

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Accounting Software Integration

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

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

    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.
  • Billing Timer

    Deploy the Timer from anywhere in Filevine and start tracking billable hours in moments.
  • Send, Receive, and Track Referrals

    A robust system of sending, tracking, and following up on referrals to radically improve the success of your referral program.
  • Automated Lead Emails & Texts

    With personalized, automated messaging you can quickly connect with clients and step them through the intake process.
  • Lead Tracking

    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.

See all that Filevine can do with a customized demonstration from our team