Filevine

Filevine

4.5 out of 5 stars
Intake Forecast

Intake Forecast

AI Sales Pros
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Visit Website for 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.

About

Intake Forecast is a 24/7 AI intake and lead-scoring platform built specifically for personal injury law firms. It answers every call and chat, captures structured case details, and scores each lead in real time so staff know instantly who to call back first. Every urgent lead triggers an automatic alert to the firm's team, and every call is automatically transcribed and logged. Unlike generic chatbots or basic answering services, Intake Forecast is purpose-built for personal injury intake, with case-specific scoring instead of a one-size-fits-all message queue. Flat monthly pricing, no per-lead fees.

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 Supported
iPad Not Supported
Android Supported
Chromebook Supported

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

Audience

Personal injury law firms, plaintiff attorneys, and legal intake teams looking to capture and prioritize leads outside business hours

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$697/month flat
$697/month flat fee, no per-seat or per-user charges. Includes 500 call minutes per month, with additional minutes billed at $0.03/minute. An annual plan is also available at $6,970/year, a full year of coverage for the price of ten months.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.7 / 5
support 4.7 / 5

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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Pros from Real Users

Pros

  • 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.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Filevine
Founded: 2015
United States
www.filevine.com

Company Information

AI Sales Pros
Founded: 2025
United States
aisalespros.ai/

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Categories

Categories

Legal Intake 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

Google Calendar Supported
Zapier Supported
Alert Communications Supported
Calendly Not Supported
Clio Not Supported
Dinvy Ascent Supported
Filevine Not Supported
Google Drive Supported
Hona Supported
LEX Reception Supported
Lead Docket Supported
Microsoft 365 Supported
Neodeluxe Supported
NetDocuments Supported
QuickBooks Online Supported
Slack Supported
SmartAdvocate Not Supported
Stackreaction Supported
Twilio Not Supported
Vonix Supported

Integrations

Google Calendar Supported
Zapier Supported
Alert Communications Not Supported
Calendly Supported
Clio Supported
Dinvy Ascent Not Supported
Filevine Supported
Google Drive Not Supported
Hona Not Supported
LEX Reception Not Supported
Lead Docket Not Supported
Microsoft 365 Not Supported
Neodeluxe Not Supported
NetDocuments Not Supported
QuickBooks Online Not Supported
Slack Not Supported
SmartAdvocate Supported
Stackreaction Not Supported
Twilio Supported
Vonix Not Supported
Claim Intake Forecast and update features and information
Claim Intake Forecast and update features and information