Included
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— Not Included
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| Add one or more of these modules to your Filevine Core. | ||||
|---|---|---|---|---|
Filevine Core Get a DemoGet a Demo | Docs+ Get a DemoGet a Demo | Intakes Get a DemoGet a Demo | Time & Billing Get a DemoGet a Demo | |
| Platform | ||||
| 100% Cloud-based (AWS) | | | | |
| Bank-grade AES 256-bit Encryption | | | | |
| Desktop, Tablet, & Mobile Ready | | | | |
| Double-redundant Data Backups | | | | |
| 2,000+ Potential Integrations | | | | |
| Communication | ||||
| The Vine™ Threaded Conversations | | | | |
| Guest Access | | | | |
| Email to/from Case File | | | | |
| Text to/from Case File | | | | |
| Fax to/from Case File | | | | |
| Outlook Add-in | | | | |
| Collaboration | ||||
| Tasking and Notifications | | | | |
| Calendaring | | | | |
| Automated Workflows | | | | |
| Deadline Management | | | | |
| Custom Workflow Templates | | | | |
| Documents | ||||
| Unlimited Storage | | | | |
| Create, Preview, and Edit On-the-fly | | | | |
| Filevine Fusion™ Document Generation | | | | |
| Secure Document Sharing | | | | |
| Optical Character Recognition (OCR) | — | | — | — |
| PDF Editing, Highlighting, Redacting, and More | — | | — | — |
| Combine, Reorder, and Insert Documents | — | | — | — |
| Intakes | ||||
| Custom Contact Builder | | | | |
| Lead Tracking | — | — | | — |
| Automated Lead Emails & Texts | — | — | | — |
| Send, Receive, and Track Referrals | — | — | | — |
| Ringbird™ 24/7 Call Answering & Intakes | | | | |
| Vinesign™ eSignature Collection | | | | |
| Time & Billing | ||||
| Automated Timekeeping | — | — | — | |
| Expense Tracking | — | — | — | |
| Invoicing | — | — | — | |
| Schedule Rates | — | — | — | |
| Accounting Software Integration | | | | |
| Reporting | ||||
| Custom Report Builder | | | | |
| Configurable Notifications via Text, Email, and Slack | | | | |
| Weekly, Monthly, and Yearly Scheduled Reports | | | | |
| Audit Logs of Activities | | | | |
| Filevine Periscope™ Dashboard Visualizations | | | | |
