Features

We’re always developing new tools to make your experience with Filevine the best. This is the place where your mind gets blown wide open learning about them.

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Platform

Desktop, Tablet, & Mobile Friendly

Filevine is accessible in the office and on-the-go. Go paperless with both desktop and mobile versions that keep you flexible and secure.

2,000+ Potential Integrations

Filevine supports seamless integrations with dozens of your favorite web apps and an open API for countless more.

100% Cloud-based (AWS)

Built on AWS, the world’s largest and most dependable cloud platform, Filevine is easily accessible from any internet device, any time.

Communication

Sidebar

Sidebar is a discussion feature where users can have private or group conversations around a project, document, task, etc. Allow users to talk about work all within the context of Filevine, while saving time and eliminating context switching.

Fax to/from Case Files

Electronic fax for attorneys and legal professionals. Fax right from your computer and from inside your cases. No app to download, fax from anywhere.

The Vine™ Threaded Conversations

Collaborate with a coworker, communicate with a client—The Vine is where conversations happen inside of Filevine.

Text-to-Case-File

Your clients want to text you. Give them the personal communication they crave with the privacy you need with Text-to-Case-File.

Guest Access

Guest Access can be given in Filevine to keep everyone in sync to ensure no one is left out.

Email to/from Case File

Emailing from Filevine is a breeze. Just click a client or collaborator email from the case file and Filevine will launch your email client and CC the Filevine case-file.

Collaboration

Sidebar

Tasking and Notifications

Filevine's activity feed shows you all of the recent notes, task assignments, and comments going on in a project.

Deadlines

Never miss another deadline. Filevine deadline tracking allows you to automatically calendar upcoming deadlines and SOL dates that keep you in compliance and ahead of the game.

Custom Workflow Templates

Maximize your work with endlessly configurable project templates, flexible custom fields, and robust reporting to tie it all together.

Calendaring

With deadline chains, you can automatically calendar due dates, SOL dates, and more. Case-level calendars help you see what's happening in each matter.

Automated Workflows

This phase-based task flow system guides your team through processes you design to keep every case on track. Tasks are assigned automatically to the relevant members of your team.

Documents

Combine, Reorder, and Insert Documents

Quickly combine PDFs, reorder pages, and add additional documents when assembling large files inside a simple, user-friendly interface.

PDF Editing, Highlighting, Redacting, and More

PDF documents are used frequently in legal work, and with good reason—the format is light-weight, customizable, and supports advanced functionality.

Optical Character Recognition (OCR)

OCR indexes every document in your system to make it available for search. If a file contains any of the terms you search for, it will appear in your search results.

Create, Preview, and Edit On-the-fly

The legal industry is changing and lawyers who don’t adapt quickly risk falling behind. If you spend too much time on document management, you lose valuable bandwidth elsewhere.

Filevine Fusion™ Document Generation

Document generation that combines granular reporting with dynamic document merging to create sophisticated forms, visuals, and charts.

Secure Document Sharing

Document sharing with Filevine is very simple and ultimately, secure.

Unlimited Storage

How much Storage does Filevine have? Unlimited Storage is offered in Filevine so you don't have to worry about adding more later.

Intakes

Custom Contact Builder

Build any number of custom contact types and easily manage your address book to ensure smooth and simple contact management.

Send, Receive, and Track Referrals

A robust system of sending, tracking, and following up on referrals to radically improve the success of your referral program.

Lead Tracking

Capture every lead from every source, all in one place. Combined with advanced attribution and reporting, you gain the advantage of deep insights into your marketing performance.

Automated Lead Emails & Texts

With personalized, automated messaging you can quickly connect with clients and step them through the intake process.

Vinesign™ eSignature Collection

Collect eSignatures quickly, securely, and easily.

Time & Billing

Accounting Software Integration

Filevine integrates fully with Quickbooks, letting you augment existing billing processes without making major changes to your workflow.

Schedule Rates

Easily manage any number of rate schedules based on a team member or type of case or matter worked.

Invoicing

Generate new invoices with a single click and track payments automatically.

Expense Tracking

Keep your budget on track and allow your team to do more work in less time—all while improving your relationships with clients and vendors alike.

Automated Timekeeping

Deploy the Timer from anywhere in Filevine and start tracking billable hours in moments.

Reporting

Filevine Periscope™ Dashboard Visualizations

Filevine Periscope is a bird’s eye view of your team’s productivity and workflow with intuitive and refined drill-down reports.

Audit Logs of Activities

Filevine automatically logs all activity performed within the system. The Audit Report allows you to get deep insights into how your team works and what processes are working and which need some fixing.

Report Scheduling

Automated reports on your schedule. Set your most important reports to hit your inbox by day of the week, day of the month, or month of the year.

Configurable Notifications via Text, Email, and Slack

Instant and customizable daily notifications

Reports & Analytics

Filevine's robust reporting engine allows you to build any number of custom reports and gain keen insight into how your firm is running.

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

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Quick Navigation

Platform

Communication

Collaboration

Documents

Intakes

Time & Billing

Reporting

Filter

Platform

Communication

Collaboration

Documents

Intakes

Time & Billing

Reporting

Platform

Desktop, Tablet, & Mobile Friendly

2,000+ Potential Integrations

100% Cloud-based (AWS)

Communication

Sidebar

Fax to/from Case Files

The Vine™ Threaded Conversations

Text-to-Case-File

Guest Access

Email to/from Case File

Collaboration

Sidebar

Tasking and Notifications

Deadlines

Custom Workflow Templates

Calendaring

Automated Workflows

Documents

Combine, Reorder, and Insert Documents

PDF Editing, Highlighting, Redacting, and More

Optical Character Recognition (OCR)

Create, Preview, and Edit On-the-fly

Filevine Fusion™ Document Generation

Secure Document Sharing

Unlimited Storage

Intakes

Custom Contact Builder

Send, Receive, and Track Referrals

Lead Tracking

Automated Lead Emails & Texts

Vinesign™ eSignature Collection

Time & Billing

Accounting Software Integration

Schedule Rates

Invoicing

Expense Tracking

Automated Timekeeping

Reporting

Filevine Periscope™ Dashboard Visualizations

Audit Logs of Activities

Report Scheduling

Configurable Notifications via Text, Email, and Slack

Reports & Analytics

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