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

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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.

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.

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, DocGen provides the 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, apply text changes, and more 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.

Shareable Links

Generate a secure link to share a document

If your team needs to send documents for viewing and download, they can create a two-way share link. A password is also assigned for the secure transfer of your documents.

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 securing 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.

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