Document Management

Legal Document Management

Access your documents alongside your cases and tasks for better context, collaboration, and security.

Powerful, cloud-based document management software is what your team needs to meet ever-increasing workload demands. Filevine transforms how you work collaboratively and organize your documents for peak performance.

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Storing and using documents in Filevine is extremely efficient

Document storage

Limitless Document Warehouse

Docs+ customers get unlimited storage. No additional fees or per-user storage limits: upload and create as many documents as your caseload demands in Filevine.
OCR with Filevine

Find Anything With OCR

Optical Character Recognition (OCR) technology uses visual recognition to make text searchable within documents like PDFs and JPGs. With OCR in Filevine, locating the specific files you need is incredibly easy.
Security matters with Filevine

Best-In-Class Data Security

Poor information security practices can leave your legal team vulnerable. With Filevine, your files are secure in our SOC 2 Type II, HIPAA compliant, ISO 27001/2 certified environment.

Creating and editing documents has never been easier

Automatically create intuitive files with Document Generation in Filevine. Using variables and data from your caseload, generate a new file with the click of a button.

Every legal team has a set of documents needed for continuously repeated processes. To take away the repetition and risk of error from this process, DocGen templates leverage easy-to-use codes that fill in available data automatically.

Working with text files is simple in Filevine. Additionally, the Docs+ in-line editing tool enables users to redact, annotate, and apply text changes to a PDF.

Team Management

See your document before you open it

Clicking on a stored document allows users to preview it within the platform. Unsure whether you’re about to open the right document? Save time by previewing it in Filevine.
Preview Documents
Shareable Links

Generate a secure link to share a document

When your team needs to send documents for viewing and downloading, they can create a two-way share link. A password is also assigned for the secure transfer of your documents.
Share Securely
Reduce Overlap

Avoid overlapping work on the same document

Locking a document in Filevine ensures your co-workers cannot overwrite the changes you’re applying to it. Plus, version control allows you to revert to older editions of a document as needed, meaning you never have to worry about losing your work.

Frequently Asked Questions

Document management software is a virtual cloud-based platform for any legal team or law firm. It helps attorneys store, find and organize their legal documents. Document management software goes beyond typical case management software- it allows different user roles with various levels of accessibility for each record.

By providing supervised access, information is kept confidential and private, making it irreplaceable for firms who need to keep their data safe and secure.

Additionally, cloud services allow documents to be stored remotely, so attorneys can access their files wherever they are — a must-have feature in the modern world.

Document management software is an invaluable tool for case management, as it offers several distinct benefits to law firms and legal teams. For attorneys, case management software simplifies organizing case documents and evidence, maximizing efficiency and accuracy.

It also provides secure cloud storage with easy access and improved document collaboration through features like shared folders. Additionally, document management software enables case data to be easily backed up and retrieved in case of emergencies or technical glitches.

In conclusion, document management software is a beneficial asset to legal teams and essential in present-day law firms.

Many legal teams and firms must avoid assuming that all case management software is created equal. However, the reality is that many case management systems are designed with certain kinds of attorneys in mind.

For example, case management systems are made explicitly for solo lawyers and law firms with multiple offices or massive caseloads. If legal teams or law firms choose a case management system without considering all aspects, their document management can suffer due to avoidable mistakes.

Research beforehand can help attorneys find software best suited to their particular case needs and ultimately benefit their bottom line.

Legal document management software can help you keep track of important deadlines and timelines in your cases by providing a central repository for all case-related documents. With this software, you can easily access and manage case files, track changes, and collaborate with other team members. The software can also help you automate processes, such as document approvals and routing, which can reduce errors and improve efficiency.

One key feature of legal document management software is its ability to set reminders and alerts for upcoming deadlines. This can be especially helpful in cases with multiple deadlines, such as discovery requests or motions. With the software, you can create automated alerts for important dates, which can help ensure that critical deadlines are not missed. You can also assign tasks to team members and track progress, which can help ensure that everyone is on the same page and deadlines are met on time.

Overall, legal document management software can be a powerful tool for law firms to manage their cases and stay on top of important deadlines and timelines. By providing a central repository for all case-related documents, setting reminders and alerts, and automating processes, the software can help improve efficiency, reduce errors, and ensure that critical deadlines are not missed.

Legal document management software like Filevine can greatly improve collaboration and communication within your legal team. With Filevine's cloud-based system, team members can access case files and documents from anywhere, at any time, and work on them collaboratively in real-time. This can significantly reduce the time and effort required to share information, make updates, and track changes among team members.

For example, let's say your team is working on a complex litigation case involving multiple attorneys and support staff. With Filevine, you can create a centralized repository for all case-related documents and files, including pleadings, motions, depositions, and other discovery materials. This allows your team members to easily access and work on the same documents, regardless of their location or time zone.

With Filevine's built-in collaboration tools enable team members to communicate more efficiently on shared projects and case files. With Filevine's commenting and messaging features, team members can easily exchange notes and ideas on specific documents or tasks. They can also set reminders and deadlines for themselves and other team members, ensuring that everyone stays on track and up-to-date on the latest developments in the case.

In addition, Filevine's activity feed provides a real-time view of all case-related activity, including new documents, file updates, and comments. This allows team members to stay informed about the case's progress and quickly address any issues or concerns that arise. With Filevine, your legal team can collaborate more effectively, work more efficiently, and ultimately achieve better client outcomes.

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