Filevine

*Filevine: Legal Practice Management Platform with AI-Driven Capabilities

Filevine is a comprehensive legal practice management platform designed to streamline law firm operations across case management, document handling, client communication, billing, and payments. Built for a wide range of practice areas—from personal injury and mass torts to immigration, insurance defense, criminal defense, family law, and in-house counsel—Filevine integrates case workflows with AI-powered features to automate repetitive tasks, improve accuracy, and accelerate decision-making.

Key modules include Case Management, Lead Management, Document Management, Contract Management, Time & Billing, eSignatures, Billing & Payments, and Document Assembly. The platform emphasizes collaboration, scalability, and data-driven insights, enabling firms of all sizes to manage complex matters, track deadlines, nurture client relationships, and generate invoices efficiently.

AI-Driven Capabilities:

• DemandsAI: Automatically generate demand letters and related documents using AI
• AIFields: Extract real-time insights and summaries from documents within Filevine
• ImmigrationAI: Automate immigration workflow tasks, reduce errors, and streamline applications
• AIBlocks: AI-assisted document assembly to create summaries, charts, and descriptions
• SidebarAI: Personal AI assistant to streamline workflows and boost productivity
• Depo Copilot (What’s New): Real-time deposition analysis to identify inconsistencies, track goals, and ask targeted questions

How It Works:

1. Create and manage cases with centralized matter data, documents, emails, tasks, and deadlines.
2. Draft, store, and link documents to matters; generate invoices and track time with integrated timers.
3. Manage leads and intake forms to convert prospects into clients.
4. Leverage AI tools to draft letters, summarize documents, automate immigration tasks, and assemble complex documents.
5. Use integrations and workflows to connect Filevine with your existing legal tech stack.
6. Access client portals and secure sharing to keep clients informed with fewer interruptions.

Who It’s For:

• Law Firms and in-house legal teams of all sizes
• Practice types: Personal Injury, Mass Torts, Immigration, Insurance Defense, Government/Criminal Defense, Family Law, Corporate In-House Counsel
• Public defenders, prosecutors, and state/municipal entities

Key Benefits:

• Unified platform to manage cases, documents, and communications
• AI-enhanced productivity to reduce redundant tasks and accelerate workflows
• Flexible, law-firm-grade data management with secure storage and collaboration
• Real-time insights for case strategy, billing, and outcomes

Safety & Compliance:

• Designed for legal workflows with attention to data security, access controls, and client confidentiality

Support & Resources:

• Support Center with 1000+ articles, live help, and expert guidance
• Resources include case studies, blog posts, webinars, and a university for ongoing education

Pricing & Trials:

• Options to start a free trial or request a live demo to explore features and customizations

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How Filevine Organizes Its Solutions

• Case Management: Centralized matter tracking, tasks, deadlines, and communication
• Lead Management: Intake forms, lead tracking, and conversion insights
• Document Management: Secure document storage, linking to matters, and easy retrieval
• Contract Management: Manage agreements and related workflows
• Business Analytics: Insightful reporting and dashboards for performance
• Time & Billing: Timers, invoices, and seamless billing workflows
• eSignatures: Secure electronic signing integrated with matters
• Document Assembly: Templates and AI-assisted assembly for efficient document creation
• Integrations: Connects with other tools to build a complete legal tech stack
• AI Solutions: DemandsAI, AIFields, ImmigrationAI, AIBlocks, SidebarAI, and more to come

Who We Serve

• Law Firms (Solo to Big Law)
• Practice Areas: Personal Injury, Mass Tort, Immigration, Insurance Defense, Government/Criminal Defense, Family Law, In-House Counsel

How It Works (Summary)

• Create matters and link documents, emails, and tasks
• Track time and generate invoices with integrated billing
• Use AI features to draft, summarize, and automate documents
• Leverage client portals to enhance communication
• Access insights and analytics to guide decisions

Core Features

• All-in-one case management for routing, deadlines, documents, and collaboration
• Lead management to capture and nurture potential clients
• Comprehensive document management with matter linkage
• Contract management workflows for legal agreements
• Time and billing with multiple timers and automated invoicing
• E-signatures integrated within matters and documents
• Document assembly with AI-driven templates and data extraction
• AI tools: DemandsAI, AIFields, ImmigrationAI, AIBlocks, SidebarAI
• Depo Copilot for real-time deposition analysis
• Integrations to extend Filevine within your legal tech stack
• Client Portal for improved client communication and transparency
• Security, compliance, and role-based access controls

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Safety and Legal Considerations

• Designed for legitimate, compliant use within the legal profession; ensure proper handling of confidential data and client consent where applicable.

Quick Start

• Start a trial or schedule a demo to see how Filevine can be tailored to your practice type and firm size.