Packaged Solutions

Filevine’s industry-best solutions are bundled to grow with your practice. Let us help you figure out which packaged solution makes the most sense for your office today.

Included Included
Optional Optional
— Not Included

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Add one or more of these modules to your Filevine Core.
Filevine Core
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Docs+
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Intakes
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Time & Billing
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Platform
100% Cloud-based (AWS) Included Included Included Included
Bank-grade AES 256-bit Encryption Included Included Included Included
Desktop, Tablet, & Mobile Ready Included Included Included Included
Double-redundant Data Backups Included Included Included Included
2,000+ Potential Integrations Included Included Included Included
Communication
The Vine™ Threaded Conversations Included Included Included Included
Guest Access Included Included Included Included
Email to/from Case File Included Included Included Included
Text to/from Case File Included Included Included Included
Fax to/from Case File Optional Optional Optional Optional
Outlook Add-in Optional Optional Optional Optional
Collaboration
Tasking and Notifications Included Included Included Included
Calendaring Included Included Included Included
Automated Workflows Included Included Included Included
Deadline Management Included Included Included Included
Custom Workflow Templates Included Included Included Included
Documents
Unlimited Storage Included Included Included Included
Create, Preview, and Edit On-the-fly Included Included Included Included
Filevine Fusion™ Document Generation Included Included Included Included
Secure Document Sharing Included Included Included Included
Optical Character Recognition (OCR) Included
PDF Editing, Highlighting, Redacting, and More Included
Combine, Reorder, and Insert Documents Included
Intakes
Custom Contact Builder Included Included Included Included
Lead Tracking Included
Automated Lead Emails & Texts Included
Send, Receive, and Track Referrals Included
Ringbird™ 24/7 Call Answering & Intakes Optional Optional Optional Optional
Vinesign™ eSignature Collection Optional Optional Optional Optional
Time & Billing
Automated Timekeeping Included
Expense Tracking Included
Invoicing Included
Schedule Rates Included
Accounting Software Integration Optional Optional Optional Optional
Reporting
Custom Report Builder Included Included Included Included
Configurable Notifications via Text, Email, and Slack Included Included Included Included
Weekly, Monthly, and Yearly Scheduled Reports Included Included Included Included
Audit Logs of Activities Included Included Included Included
Filevine Periscope™ Dashboard Visualizations Optional Optional Optional Optional

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