Don’t waste time creating and looking for documents—generate, edit, and store documents all in the appropriate case file.
Access your documents from anywhere with full desktop, tablet, and mobile support. Our system gives you unlimited data storage and makes downloading multiple documents a snap on any device.
Locate any document through powerful search functionality. Search for custom document hashtags, like #retainer or #evidence, and leverage the power of OCR* (optical character recognition) to search files based on document content and keywords.
* OCR is part of our Docs+ package
Preview uploaded documents and files instantly. Our intuitive Document Properties Fly-out Menu lets you read documents, view images and video, or even playback audio content directly in Filevine. It also lets you see where else the file is listed in your system.
Save time by automating document organization. Any file uploaded to a case will appear in the Docs Section, making it easy to find what you’re looking for. Customize file attachment fields to automatically apply document hashtags and organize the uploaded document to a specific folder.
Start a new blank Word document with a single click, directly within a case-file. Once created, the file can be seamlessly managed with Filevine’s document management tools.
Use Edit-in-Place to quickly edit Microsoft Office documents without leaving your Filevine system. Use the built-in PDF Editor* to modify, annotate, redact, or stamp your PDFs. Convert other documents to PDF format as needed.
Combine, reorder, and insert documents with our powerful Doc Combiner* tool. This feature is invaluable for creating exhibits, demand packets, and more.*PDF Editor and Doc Combiner are part of our Docs+ package
View a document’s version history to see when the file was created, who it was created by, and what changes have been made since then. Restore previous versions of your documents when needed.
Streamline document-related processes by including the required files directly within a task. You can also post documents as a Note to any case-file, keeping your team aware of document updates as needed.
Create secure document links to easily share any file in your Filevine system. Links can be delivered via email, text or instant message, and can be further secured with password protection and custom expiration dates. Protect all of your case files with configurable user permissions.
Documents can be sent into Filevine via email or text, and you can even text documents directly out of Filevine to clients or others. Any documents received in Filevine via text or email will appear in the associated case’s Docs Section.
Let your clients receive and sign documents on their own devices. Vinesign is the premiere solution for e-signature retrieval, and can be fully integrated with your Filevine system. Send documents via text and email and receive signatures without ever leaving Filevine.