Document Management

Eliminate errors and busywork.

Filevine’s flexible and robust document management simplifies your processes with convenient editing and collaboration tools, robust organization and search capabilities, and unlimited storage—all securely, all seamlessly built into your Filevine workflow.

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Say goodbye to repetitive busywork

Instantly generate custom demand letters, contracts, interrogatories, firm reports, retainers and more—all with accurate client and case information with one click with DocGen. Think of all the complex documents your firm relies on—they’re now created and personalized in a snap with Filevine.

Quick and thorough search

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—even handwritten notes!

Collaborate and collect signatures

Simplify back and forth with powerful collaboration tools to share documents, comment, make edits, and gather signatures.

Lock your documents for editing, preventing inadvertent overwrites of your changes and protecting the integrity of each document.

Your documents, your way

Organize your documents more effectively with Custom Folder Structures. Customize folders on a case-by-case basis or create default structures for each of your practice areas.

Edit without leaving Filevine

Leverage all the editing capabilities you need to do your best work

  1. PDF Editing - Add text, redact information, apply highlighting, attach files, insert images, change page layout, and more!
  2. Doc Combiner - Combine, reorder, and insert documents to create exhibits and demand packets
  3. Bates Stamping - Apply uniform, consecutive identifiers across a set of documents.

Benefits you'll love

Protect all of your docs with user permissions, password protection, and expiration dates.
Streamline document-related processes within Filevine with tasks or notes and view/collaborate from anywhere.
Store thousands of documents, images, videos, and audio files—all automatically backed up.

Document generation is the single greatest time saver. I have designed my system so that intake can be performed, relevant documents generated (HITECHs, HIPAAs, contracts/referral contracts), and eSignatures obtained all from Filevine. We are able to send out contracts and get them signed, send out our HITECH request to providers, even draft and generate fact sheets, releases, authorizations, and short-form complaints—all using Filevine fields and document generation.”

Amber Pang Parra

Mass Torts and Veterans Law

Justinian Law

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

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