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)IncludedIncludedIncludedIncluded
Bank-grade AES 256-bit EncryptionIncludedIncludedIncludedIncluded
Desktop, Tablet, & Mobile ReadyIncludedIncludedIncludedIncluded
Double-redundant Data BackupsIncludedIncludedIncludedIncluded
2,000+ Potential IntegrationsIncludedIncludedIncludedIncluded
Communication
The Vine™ Threaded ConversationsIncludedIncludedIncludedIncluded
Guest AccessIncludedIncludedIncludedIncluded
Email to/from Case FileIncludedIncludedIncludedIncluded
Text to/from Case FileIncludedIncludedIncludedIncluded
Fax to/from Case FileOptionalOptionalOptionalOptional
Outlook Add-inOptionalOptionalOptionalOptional
Collaboration
Tasking and NotificationsIncludedIncludedIncludedIncluded
CalendaringIncludedIncludedIncludedIncluded
Automated WorkflowsIncludedIncludedIncludedIncluded
Deadline ManagementIncludedIncludedIncludedIncluded
Custom Workflow TemplatesIncludedIncludedIncludedIncluded
Documents
Unlimited StorageIncludedIncludedIncludedIncluded
Create, Preview, and Edit On-the-flyIncludedIncludedIncludedIncluded
Filevine Fusion™ Document GenerationIncludedIncludedIncludedIncluded
Secure Document SharingIncludedIncludedIncludedIncluded
Optical Character Recognition (OCR)Included
PDF Editing, Highlighting, Redacting, and MoreIncluded
Combine, Reorder, and Insert DocumentsIncluded
Intakes
Custom Contact BuilderIncludedIncludedIncludedIncluded
Lead TrackingIncluded
Automated Lead Emails & TextsIncluded
Send, Receive, and Track ReferralsIncluded
Ringbird™ 24/7 Call Answering & IntakesOptionalOptionalOptionalOptional
Vinesign™ eSignature CollectionOptionalOptionalOptionalOptional
Time & Billing
Automated TimekeepingIncluded
Expense TrackingIncluded
InvoicingIncluded
Schedule RatesIncluded
Accounting Software IntegrationOptionalOptionalOptionalOptional
Reporting
Custom Report BuilderIncludedIncludedIncludedIncluded
Configurable Notifications via Text, Email, and SlackIncludedIncludedIncludedIncluded
Weekly, Monthly, and Yearly Scheduled ReportsIncludedIncludedIncludedIncluded
Audit Logs of ActivitiesIncludedIncludedIncludedIncluded
Filevine Periscope™ Dashboard VisualizationsOptionalOptionalOptionalOptional

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