Filevine
Filevine, Inc. · Productivity · AI Assistant
Filevine is a cloud based legal case management platform that keeps matters, documents, deadlines, client texts, and billing in one workspace, plus AI tools like LOIS for research and drafting.
About Filevine
What Is Filevine
Filevine is a law firm case management platform built for law firms, in house counsel, and government legal teams. As legal practice management software, it keeps every case in a single workspace where documents, tasks, deadlines, notes, and client messages all attach to the matter they belong to, instead of scattering them across email, shared drives, and spreadsheets.
The product answers a specific problem: legal work is document heavy and deadline driven, and the cost of a missed date or a lost file is high. Filevine follows that work from intake through payment, and its legal AI assistant, LOIS, sits on top of the same data so questions can be answered against the full case file rather than a detached chatbot window.
The main limits are cost and setup. Filevine uses custom pricing with no public rate card, so small firms should expect a sales conversation and a per user bill that climbs with add on modules. It also takes real configuration work to match a firm's own workflows, which is why Filevine leans on certified implementation partners for onboarding rather than a simple out of the box switch.
Getting Started
- Book a demo with the Filevine sales team, since every package is built around your practice area and team size.
- Work with a certified implementation partner to set up case templates, phases, and automated task flows for your areas of law.
- Bring your existing matters and documents across, either manually or through a guided migration, and confirm the data landed in the right sections.
- Register firm texting numbers and connect the tools you already use, such as Outlook, Gmail, or Microsoft 365.
- Run day to day work from the project feed, then enable AI tools like LOIS or Timely as your team settles in.
Product Information
A quick look at Filevine's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Personal injury firms
- Family law and immigration practices
- Corporate in house counsel
- Solo and small firm attorneys
Tasks
- Reviewing a stack of medical records
- Sending a court deadline chain
- Drafting a motion or demand letter
- Keeping clients informed without calls
Scenarios
- A firm with a growing caseload and a fixed headcount
- A deadline heavy litigation schedule
- A practice with scattered client communication
Key features
AI Drafting with LOIS
LOIS, short for Legal Operating Intelligence System, drafts documents and answers questions against the full context of a matter. Every result points back to its source, so you can check a citation rather than trust a blank AI answer. It also runs inside Microsoft Word, where it enforces firm standards while you redline.
Medical Chronology Automation
Upload medical records and FilevineAI reads them to build a timeline of providers, treatment dates, and clinical details. For personal injury and mass tort work, this replaces hours of manual sorting and turns loose PDFs into a structure you can act on.
Deadline Chains and Timely
Timely generates the court deadlines for any jurisdiction in the country, covering rules for all 50 states. Combined with deadline chains, where finishing one task triggers the next, it forms a safety net around a schedule that would otherwise rely on memory.
Two Way Client Texting
Filevine lets you text clients and vendors directly from the case file, and replies land back on the same matter. The conversation history stays attached to the case, so anyone on the team can pick up without asking what was already said.
Document Management and Assembly
Documents live next to their cases, with search, PDF editing, and unlimited storage. Document Assembly turns matter data into finished documents through reusable templates, which keeps output consistent and removes repetitive typing.
Timekeeping and Billing
Time tracking, invoice management, and online payments sit in the same platform, so legal billing software runs off the same case data your team works in. Clients can pay online, which shortens the gap between finishing work and getting paid.
Intake and Lead Management
Client intake software captures, qualifies, and routes new leads automatically, with AI summarization and sentiment analysis to help spot the ones worth pursuing. Automated workflows push a lead forward before it goes cold.
Integrations and API Access
Filevine connects to Microsoft 365, Gmail, Slack, QuickBooks, and a range of partner tools, and it exposes an API plus DataBridge for pulling case data into outside systems. That makes it workable as a hub rather than an isolated app.
Pros and cons
Pros
- Keeps cases, documents, deadlines, texting, and billing in one workspace, which reduces the time lost switching between tools.
- AI tools like LOIS and FilevineAI are tied to the live case file, so answers and drafts carry their sources rather than standing alone.
- Timely covers court deadline rules for all 50 states, a real edge for firms handling multiple jurisdictions.
- Deep customization lets a firm shape templates, phases, and workflows around how each practice area actually runs.
- A mature integration and API layer means Filevine can act as the center of a firm's software stack.
Cons
- There is no public price list or free plan, so the real cost only appears after a sales conversation, which is hard on small firms.
- Setup demands meaningful configuration before it pays off, so teams expecting a quick switch will find the ramp steeper than they hope.
- Several capabilities, such as advanced analytics and deadline management, are add on modules that raise the per user bill.
- Reported prices and recurring increases have drawn complaints from some users, so budget planning should include room for future hikes.
Frequently asked questions
It is a legal case management platform that holds every matter, document, deadline, client message, and bill in one workspace. Its AI layer, LOIS, adds research, drafting, and case questions on top of the same data.
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