Records

Filevine keeps your records organized! Our easy-to-use interface transforms old filing systems into a streamlined data experience.

Fluid search, collection-based data flows and a deep reporting engine help you find what you need, when you need it. Rest easy knowing your data is safe, and access it securely from your computer, tablet, or smartphone.

With Filevine, you can focus on being a trained legal professional. Leave the rest to us.


 

Collections

Track sets of similar information, like medical records, evidence, or witnesses.

 

COLLECTIONS HELP YOU:

Organize Your Information

  • Create collection tabs for any purpose
  • Easily edit, add, or remove collection items

Streamline Your Data Experience

  • Choose how to display your collection items
  • Use Table View to hide or show important columns

Upload Documents

  • Every collection item can house its own documents
  • Easily share, edit or remove documents in a collection item

 

Deep Search

Find what you need, when you need it.

 

USE INTEGRATED SEARCH TO:

Search For Anything, From Anywhere

  • Use the search bar at any time to look for cases, people, files, and more
  • Search from your PC, smartphone, or tablet

Refine Your Results

  • Use Search Deeper to find exactly what you’re looking for
  • Limit results to specific data types, like documents, hashtags, or notes

Hashtag Important Information

  • Use project hashtags and Auto-Hashtags to earmark critical info
  • Find hashtagged projects instantly by searching for the hashtag

 

Custom Fields

Filevine features various field types to support any kind of information.

 

TRACK ANYTHING AND EVERYTHING:

Choose Where To Store Your Data

  • Customize your project templates by adding new fields
  • Choose between plain text fields, deadline fields, and many more

Tweak Your Tabs

  • Use the Customs Editor to add new tabs to your project types
  • Use collection tabs, settlement tabs, and more to build the perfect data experience

Create Templates For Any Case Type

  • Build new project templates for different practice areas
  • Create automatic taskflows for different project types

 

Reporting

Our powerful reporting system turns your data into answers.

 

USE REPORTS TO:

Create Custom Reports

  • Choose what data points to report on
  • Save custom reports to be run instantly at any time

Limit Reports With Criteria

  • Limit report results by any kind of variable
  • Use hashtags, case phase, and more to refine results

Integrate With Filevine Periscope

  • View stunning visualizations of your law firm’s data
  • Compare data points to make tough decisions with confidence

 

Secure Storage & Easy Access

We’ve barely scratched the surface of what Filevine can do to organize your growing legal practice. To find out more, request a free demo using the form below.

 


 

LEGAL TECHNOLOGY HAS FINALLY JOINED THE FUTURE

Filevine is case management software with the soul of project management technology. By treating each case as a project that needs to get done (not just organized), cases move forward smoothly.

 

Complete the Form Below to Schedule a Live Demo of Filevine