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About

Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers.

About

Filevine, powered by LOIS, is an AI-driven legal intelligence platform designed to provide a unified system of truth for modern legal practices. It connects data, documents, workflows, and teams into a single, cohesive environment. The platform enables legal professionals to verify facts, prepare depositions, and manage cases more efficiently. LOIS delivers contextual insights by analyzing the entire matter lifecycle in one place. It supports functions such as document management, contract management, and billing within a centralized workspace. The system is built to enhance decision-making by providing accurate and actionable intelligence. Its AI capabilities help automate workflows and streamline legal operations. Overall, Filevine empowers organizations to improve productivity and achieve better legal outcomes.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses searching for an automating processes platform that helps with document generation and e-signature

Audience

Filevine is ideal for law firms, legal teams, enterprises, and government organizations seeking to streamline legal workflows, improve data visibility, and leverage AI-driven intelligence for better outcomes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.8 / 5
ease 4.2 / 5
features 4.2 / 5
design 4.8 / 5
support 4.8 / 5

Pros from Real Users

Pros

  • centralized case management - keeping deadlines, tasks, and docs organized helps make info accessible to whole team reporting - tracking case progress, monitoring workloads, and identifying outstanding assignments team collaboration - allows attorneys, paralegals, secretaries, and clerks to coordinate work and assign tasks within many different cases
  • Love having our legal case management software and projects all integrated with Filevine's new, upgraded, cutting-edge AI products (Lois Console, Lois for Word, Outlook)
  • Ease of use; natural language comprehension and output; taking 30-60 minute tasks and turning them into 5-10 minute tasks
  • I like that it's very easy to use and FV is constantly coming out with new features and upgrades to fix any bugs, etc.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Checkbox
Founded: 2016
Australia
checkbox.ai/

Company Information

Filevine
Founded: 2015
United States
www.filevine.com

Alternatives

Alternatives

Gavel

Gavel

Gavel.io
LegalEdge

LegalEdge

LegalEdge Software
Genie AI

Genie AI

GenieAI

Categories

Categories

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Not Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Not Supported
Rules-Based Workflow Supported
Text Editing Not Supported
Version Control Supported

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Supported
CRM Supported
Document Management Supported
Email Management Not Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Not Supported
Trust Accounting Not Supported

Legal Calendar Features

Case Defined Timekeepers Supported
Completion Tracking Supported
Conflict Management Supported
Multi-Office Supported
Reminders Supported
Rules-Based Scheduling Supported
Staff Calendar Supported
Status Tracking Supported
Task Management Supported

Legal Case Management Features

Billing Management Not Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Supported
Court Management Supported
Discovery Management Supported
Docket Management Not Supported
Document Management Supported
Expense Tracking Supported
Government Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Not Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported

Integrations

Slack Supported
Alert Communications Not Supported
Captorra Not Supported
Chat Agents Not Supported
Clearboard Not Supported
ECFX Notice Not Supported
Google Calendar Not Supported
Google Drive Not Supported
Hona Not Supported
LEX Reception Not Supported
Lexamica Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
Microsoft Teams Supported
Quilia Not Supported
Shape Software Not Supported
Stackreaction Not Supported
Veza Reception Not Supported
Wufoo Not Supported
Xakia Supported

Integrations

Slack Supported
Alert Communications Supported
Captorra Supported
Chat Agents Supported
Clearboard Supported
ECFX Notice Supported
Google Calendar Supported
Google Drive Supported
Hona Supported
LEX Reception Supported
Lexamica Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
Microsoft Teams Not Supported
Quilia Supported
Shape Software Supported
Stackreaction Supported
Veza Reception Supported
Wufoo Supported
Xakia Not Supported
Claim Checkbox and update features and information
Claim Checkbox and update features and information