Filevine

Filevine

4.5 out of 5 stars
Visit Website for Filevine
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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.
Filevine:

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.
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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
Filevine:

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
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Audience

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

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
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Support

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

Support

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

Offers API Not Supported
Filevine:

API

Offers API Not Supported
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Screenshots and Videos

Filevine:

Screenshots and Videos

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Pricing

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

Pricing

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

Reviews/Ratings

Overall 4.9 / 5
ease 4.6 / 5
features 4.7 / 5
design 4.8 / 5
support 4.6 / 5
Filevine:

Pros from Real Users

Pros

  • Pros: -easy to use -not just regular ai- law specific ai -great drafting tool -keeps everything organized -prompt enhancer.
  • I really like how user friendly and intuitive Filevine's interface is. The massive customization potential is really well loved by our users, and the client portal is extremely helpful for collecting data through forms and for sharing/receiving documents.
  • I love LOIS inside of Filevine. It allows me, as the Marketing Director, to prompt LOIS within a file and it gives me an SEO optimized and factual client story for me to directly publish to our website under our 'case results', which feeds Google and the AI bots our firm's experience to increase our SEO results.
  • It is easy to use, it is a blank slate. It keeps the case moving, I can filter results, LOIS makes it easy to catch up or be brought to speed. It does great with keeping expenses, preparing settlement statements on variable data. Case notes are never an issue. They are always where you enter them.
  • This is a wonderful tool for legal case management and client data management. Additionally, I feel that Filevine is unmatched in terms of its AI capabilities and functionality.
  • 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.
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Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Filevine:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
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Company Information

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Founded: 2016
Australia
checkbox.ai/
Filevine:

Company Information

Filevine
Founded: 2015
United States
www.filevine.com
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Filevine:
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Categories

Filevine:

Categories

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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
Filevine:

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
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Integrations

Slack Supported
Clerx Not Supported
Dinvy Ascent Not Supported
Domo Not Supported
Google Calendar Not Supported
Google Drive Not Supported
Intake Forecast Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
Microsoft Teams Supported
Microsoft Word Not Supported
Neodeluxe Not Supported
Quilia Not Supported
Shape Software Not Supported
Shift Not Supported
Stackreaction Not Supported
Vonix Not Supported
Xakia Supported
Zapier Not Supported
eLaw Not Supported
Filevine:

Integrations

Slack Supported
Clerx Supported
Dinvy Ascent Supported
Domo Supported
Google Calendar Supported
Google Drive Supported
Intake Forecast Supported
Microsoft 365 Supported
Microsoft Outlook Supported
Microsoft Teams Not Supported
Microsoft Word Supported
Neodeluxe Supported
Quilia Supported
Shape Software Supported
Shift Supported
Stackreaction Supported
Vonix Supported
Xakia Not Supported
Zapier Supported
eLaw Supported
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