Case & Matter Management

Everything you need to manage cases, matters, investigations, and projects in one all-encompassing software.

All of your communications on The Vine™

Establish a winning process with specific task assignments and automatic workflows. Collaborate with your team to bring the case to close.

Stay connected and up-to-date

Casework is complicated, but case management doesn’t have to be. Our social media-like interface simplifies communication and keeps team members connected with threaded conversations.

Send and receive text messages

Clients want to stay informed about their case progress without a hassle. In Filevine, you can send and receive text messages directly within a case file. Threaded replies make tracking communications easy—you can even send and receive documents via text.

Escape your email inbox

Let’s face it: email is a drag. Filevine liberates you from your inbox by allowing you to forward emails directly to a case or matter. Make things even more seamless with our powerful Outlook Add-in, which allows you to perform casework directly within Outlook (currently in beta).

Ditch the fax machine

Filevine Fax allows you to send and receive fax directly within your case management system. Fax remains a primary method of communication in legal work, especially when it comes to important legal documents. Now it can be integrated as a standard part of your document workflow.

Access documents effortlessly

With Filevine, sharing and collaborating on documents has never been easier. Post a document as a Note or Task so your team can stay updated and communicate in real-time.

Write notes and assign tasks in seconds

With The Vine™, posting case notes couldn’t be easier. Simply access a case file and start typing. You can also assign tasks in the same place, using our intuitive “@username” functionality. Tasks and Notes are threaded, making team communication clear and context-rich.

Turn chaos into clarity

Never miss a task or update

Filevine makes it easier than ever to stay up-to-date about your caseload.

  • Use filters to quickly zero in on the information you need inside a case or matter. Filter for tasks, texts, notes, emails, and more.
  • Every user in Filevine has access to a personalized tasklist that makes organizing daily work a breeze.
  • Automated Workflows let you standardize processes at every level of your firm. Tasks can be assigned automatically to the right person at the right time in a case’s lifecycle, and Taskflow Triggers allow you to perfect and standardize any process.

See the most vital information first

Our intuitive design helps you access important information quickly.

  • Vitals are located in the top right corner of every case and matter. They let you access the most important details about the case at a glance. They’re also completely customizable.
  • Quickly access client information via the Contact Card in the top left corner of every case. Customize these cards to include the information most important to your practice.

Coordinate easily with your team

Keep your team in sync with Filevine’s powerful collaboration tools.

  • Control access to case files. Easy-to-use admin tools protect confidentiality and give users the privileges they need to complete their work effectively.
  • Define user roles globally or within a case file to organize how automatic tasks are assigned.
  • Coordinate seamlessly with experts, witnesses, or referral partners with easily-controlled Guest Access.

Master your calendar

Stay ahead of your schedule with Filevine’s powerful calendaring tools.

  • Every user in Filevine has access to their own personalized user calendar, but you can also use Case Calendars to keep your team in sync across events and appointments. Calendar Reports are another great way to stay organized.
  • Already use Google Calendar or Office 365 to manage your appointments? No worries; Filevine integrates seamlessly with your calendar by automatically updating it with deadlines, events, and appointments.

Stay up-to-date from anywhere

Instant notifications keep you aware of what’s happening with your caseload wherever you are.

  • Access your personal feed to catch up on case progress or client communications. Email, Slack, and Text Notifications ensure you never miss an important update.
  • Customize your notification settings to control how and when notifications are sent.

Stay ahead of deadlines

Automate your deadline management

Manage your deadlines effortlessly. Our powerful deadline chains automatically calculate dates based on previously completed deadlines.

Customize your litigation processes

Build practice-specific deadline chains, quickly create standalone deadlines, and account for local jurisdiction with our powerful Judicial Calendar tool. Filevine’s core deadline management features make litigation easier than ever.

Hit your deadlines every time

Deadline reminders will appear on your personal Feed and be sent to you via email. Customize reminder frequency and automatically sync dates with your Filevine, Google, and Office 365 calendars.

Tailored for a perfect fit

Start with templates designed for you

Work with our team during onboarding to design powerful templates custom-tailored for your practice. Initial designs will reflect the way your business operates and the objectives most important to you.

Customize for your law firm

Filevine puts the power in your hands. Easily modify default templates to better suit your practice, or create new templates from the ground up. Our Customs Editor is easy to use and absolutely packed with powerful functionality.

Built on the cutting edge

Access your cases from anywhere

Filevine is 100% cloud-based and built on the powerful AWS platform. Every tool is desktop, tablet, and mobile-ready, so you can work from anywhere—and in the style most suited to you.

Keep sensitive information safe & secure

Your client’s information is secure with double-redundant data backups and bank-grade AES 256-bit encryption.

Integrate with your current tools & services

Filevine leverages the full power of Zapier, allowing you to build custom integrations for over 2,000 separate software and applications with our API tools.

Talk to one of our awesome reps and learn what we can do together

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