Filevine Features

Provides analytics tools that reveal important case specific performance metrics and track progress.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Information, data and reports that are being tracked over time

Provides analytics tools that reveal important case specific performance metrics and track progress.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Manages law firm contacts and client information.

Store, manage and track all forms in a centralized location

Ability to record, store, update, and retrieve information

Create, manage and track all task activities and progression

Search and check for conflicts of interest or statutes of limitations

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage, store and organize emails within the system or via third-party apps

Track, store, and access client contracts or licenses

Setting up the amount/charge for per hour of work by a company or professional

Track and manage schedules and meetings via an integrated calendar

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Integrate with a third-party accounting system

Plan, manage, and track the financial activities of an individual or organization

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track, store, and access client contracts or licenses

Patent/Trademark Management

Manage contact details and communication with clients

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Specify or track the date/time a project, task, etc., is due for completion

Manage and maintain a detailed record of information and updates associated with each court case

Track and manage adherence to policies for any service, product, process, or supplier

Search and check for conflicts of interest or statutes of limitations

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and maintain a detailed record of information and updates associated with each court case

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Specify or track the date/time a project, task, etc., is due for completion

Manage various aspects of appointments including booking, rescheduling, canceling

Tracks billable hours and time spent on specific tasks.

Allows clients to pay bills within the solution, typically via a portal.

Bills clients via email or a client portal.

Track and document all activities across devices, networks, and other systems

Monitor and record expenses such as purchases or charges incurred

Track the list of items required to be billed/invoiced to clients

Track delivered, received, and opened emails

Track the status and progress of tasks

Provides comprehensive matter management capability trhrough the entire lifecycle

Manages legal department spend, specifically as it relates to outside counsel

Contains full lifecycle contract managemet capabilities

Provides users with a pre-built library of useable legal document templates

Search and check for conflicts of interest or statutes of limitations

Manage, store and organize emails within the system or via third-party apps

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Manage contact details and communication with clients

Track and manage schedules and meetings via an integrated calendar

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, manage and track all task activities and progression

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities

Contains tools to visalize data sets or workflows

Has a centralized dashboard for users to interact with

Provides analytics tools that reveal important business metrics and track progress.

Provides pre-built, immigration-specific case workflows

Facilitates electronic document filing.

Contains pre-built, immigration-specific forms.

Allows users to build their own workflows.

Provides connection to official immigration-related government data sources.

Stores and manages documents related to immigration cases.

Contains CRM functionality.

Provides questionnaires and workflows for sourcing and onboarding clients.

Facilitates document modification with comprehensive change logging

Offers a unified system storing all legal data for easy management and retrieval

Controls access and sharing based on user permissions

Securely archives legal documents in an organized, digital repository

Public or private sharing of digital files such as documents, audio/video, images, and more

Monitor and record expenses such as purchases or charges incurred

Track and document all activities across devices, networks, and other systems

Securely stores data to prevent data loss or breaches

Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance

Ensures consistent, up-to-date information across all devices

Manages multiple document iterations, ensuring accuracy and up-to-dateness

Search for specific words or phrases within a document or database

Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions

Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features

Leverages artificial intelligence for task automation, streamlining workflow and decision support

Use AI to generate content in the form of text, images, videos, etc.

Automated or logic-based workflows that assist in the creation of electronic documents

Enables document access from any device, from anywhere, thereby enhancing flexibility

Allows users to generate text based on a text prompt

Condenses long documents or text into a brief summary

Extract insights from legal texts using natural language processing for better decision-making and analysis

Aid in drafting legal documents, contracts, and correspondence by providing suggested language and structure

Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency

Standardized approach to legal research, document review, and drafting, minimizing the risk of errors or oversights

Encompasses the use of AI to automate various legal processes, such as case preperation, evidence analysis, trial strategy, legal research, and contract management​

Ensuring legal standards are met with regulatory requirements and internal policies along with maintaining high standards of cybersecurity

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows, adapting to various legal practices across global laws, rules and regulations

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Set up connections to third-party platforms to improve business processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Set up connections to third-party platforms to improve business processes

Create budgets based on historical data and future projections

Creates and executes structured legal processes composed of multiple tasks.

Manages structured review and approval processes involving multiple participants across defined stages.

Integrates with document management, CLM, matter management, or eSignature platforms.

Routes tasks or approvals based on predefined criteria or data inputs.

Automatically generates tasks and advances workflow stages without manual intervention.

Generates legal documents using structured inputs, templates, or prompts.

Analyzes legal documents to identify issues, risks, or required actions.

Extracts and structures key clauses, terms, or data points from legal documents.

Enables reuse of standardized workflows across matters or teams.

Controls access to workflows and features based on user roles and administrative policies.

Create, manage, and send invoices or bills to customers

Automated or logic-based workflows that assist in the creation of electronic documents

Alter the layout and content of reports

Digitally sign online documents

Use AI to generate content in the form of text, images, videos, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage bookkeeping for client trust accounts

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Specifically designed to address the needs of law firms and legal departments

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access and track notes regarding case activities and updates within case files

Search for specific words or phrases within a document or database

Data is backed up automatically to prevent data loss

Customize contracts and forms to collect specific information

Track and document all activities across devices, networks, and other systems

Electronically collect payments for goods or services

Predict future data based on historical data sets

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Store and organize documents in a centralized system

Application programming interface that allows for integration with other systems/databases

Graphical representation of data

Extra layer of security that requires not only a password and username but also something specific to that user

Track interaction history by documenting conversations for contacts

Track revisions and updates made to files and navigate between different versions

Accept and process credit card transactions

Track the status over time for a request, process, asset, or transaction

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and record expenses such as purchases or charges incurred

Track the list of items required to be billed/invoiced to clients

Log and record hours worked and costs spent to assist in billing and invoicing

Accept and process online payment transactions

Send and receive text messages to communicate with clients or prospects in real-time

Track billable hours and/or non-billable expenses for work performed

Access the system via a mobile application

Create, manage, and send invoices or bills to customers

Automated or logic-based workflows that assist in the creation of electronic documents

Alter the layout and content of reports

Digitally sign online documents

Use AI to generate content in the form of text, images, videos, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage bookkeeping for client trust accounts

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Specifically designed to address the needs of law firms and legal departments

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access and track notes regarding case activities and updates within case files

Search for specific words or phrases within a document or database

Timed notification for any upcoming task, deadline, appointment, or activity

Application programming interface that allows for integration with other systems/databases

Pre-designed layouts that can be customized to match preferences and requirements

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Custom forms to streamline repetitious aspects of a document

Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Provides a channel for team members to share media files, communicate, and work together

Securely stores data to prevent data loss or breaches

Search and filter data across systems to locate required information by entering keywords or certain criteria

Access software remotely via mobile devices

Create backups and provide methods to recover deleted/lost data

Accept, record, and reconcile financial transactions

Customize contracts and forms to collect specific information

Manage bookkeeping for client trust accounts

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor and record expenses such as purchases or charges incurred

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Define levels of authorization for access to specific files or systems

Private online space that lets businesses securely share documents and provide information access to clients

Use AI to generate content in the form of text, images, videos, etc.

Create, manage, and send invoices or bills to customers

Provides a channel for team members to share media files, communicate, and work together

Access and track notes regarding case activities and updates within case files

Measure and track time including hours worked and paid time off (PTO)

Streamlining repetitive tasks and activities through automated and predefined workflows

Customize data fields to support various needs and use cases

Create, manage, and send invoices or bills to customers

Search and filter data across systems to locate required information by entering keywords or certain criteria

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, manage and track all task activities and progression

Timed notification for any upcoming task, deadline, appointment, or activity

Track and manage schedules and meetings via an integrated calendar

Creation, processing, verification, and execution of invoices till the payment is made

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Electronically collect payments for goods or services

Generate quotes or estimates for customers

Measure and track time including hours worked and paid time off (PTO)

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Application programming interface that allows for integration with other systems/databases

Track the list of items required to be billed/invoiced to clients

Use AI to generate content in the form of text, images, videos, etc.

Receive data and information in real time

Provides a channel for team members to share media files, communicate, and work together

Data is backed up automatically to prevent data loss

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Compare and match accounting/financial records with corresponding bank statements

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage contact details and communication with clients

Plan, manage, and track the financial activities of an individual or organization

Pre-designed layouts that can be customized to match preferences and requirements

Setup and send recurring or automated bills

Centralized accounting record which tracks all financial transactions

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, design and manage workflows for repetitive tasks

Track and manage the scheduling of tasks

Private online space that lets businesses securely share documents and provide information access to clients

Store, manage, and track all electronic documents in a centralized location

Setting up the amount/charge for per hour of work by a company or professional

Define levels of authorization for access to specific files or systems

Accept and process credit card transactions

Monitor and record expenses such as purchases or charges incurred

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alter the layout and content of reports

Specifically designed to address the needs of law firms and legal departments

Pre-designed layouts that can be customized to match preferences and requirements

Extra layer of security that requires not only a password and username but also something specific to that user

Customize data fields to support various needs and use cases

Switch documents into read-only mode to prevent concurrent editing by multiple users

Manage contact details and communication with clients

Scan, move or upload electronic files within the software's repository

A record of all activities within the system, including user access, changes made, etc.

Specifically designed to address the needs of law firms and legal departments

Ability to recognize printed or written text within digital images or scanned documents

Alter the layout and content of reports

Manage, organize, and store contact information

Search and filter data across systems to locate required information by entering keywords or certain criteria

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Private online space that lets businesses securely share documents and provide information access to clients

Manage, store and organize emails within the system or via third-party apps

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Digitally sign online documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track revisions and updates made to files and navigate between different versions

Custom forms to streamline repetitious aspects of a document

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Specify or track the date/time a project, task, etc., is due for completion

Create, manage, and send invoices or bills to customers

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Create, design and manage workflows for repetitive tasks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track, store, and access client contracts or licenses

Timed notification for any upcoming task, deadline, appointment, or activity

Store, manage, and track all electronic documents in a centralized location

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Set up connections to third-party platforms to improve business processes

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Completes tasks independently without constant human intervention

Configure existing workflows to meet your organization's needs

Process and analyze human language in text or audio form

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows

Tickets are automatically assigned to specific agents based on predefined rules

Streamlining repetitive tasks and activities through automated and predefined workflows

Interact with agents using conversational language

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders

Specifically designed to address the needs of law firms and legal departments

Deliver highly accurate and legally compliant solutions that integrate with legal databases internally and externally.

Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency

Extracts information from the web and legal documents to answer complex legal questions and predict potential outcomes and risks.

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Create, edit, and revise contracts/written agreements

Ability to break down and plan multi-step processes

Generate a summary of short or long form text

Ensures the security and confidentiality of sensitive legal data through encryption, access controls, and compliance with privacy laws.

Automatically generates text by applying artificial intelligence to user input

Uses AI to automate legal processes like case preparation, evidence analysis, trial strategy, legal research, and contract management.

Works across multiple software systems or databases

Review and summarize contracts and agreements for M&A and other legal transactions using large legal databases for due diligence.

Manage the process of evaluating documents or requests submitted for approval