Features and Functions of Filevine include:

Document Management
Filevine allows users to upload, preview, edit (including PDFs), and organize documents directly within its platform—eliminating the need to download files locally. It offers version history, document locking to prevent overwrite conflicts, OCR and keyword search, and secure shareable links with password protection. 

Collaboration and Communication
Communication is facilitated through built‑in messaging, client portals, and email/text integrations. Users can tag colleagues in comments, assign tasks, and securely share files with internal and external stakeholders. Real-time notifications and centralized activity feeds keep teams aligned on case progress, reducing miscommunication risks.

Timekeeping and Billing
Filevine supports multi-timer time tracking, customizable hourly and expense rates, and automated time capture linked to tasks or documents. Timesheets, billing calendars, invoice generation, and integrated payment handling enable firms to manage billing accurately and reduce unbilled time. Billing oversight tools flag outstanding hours and support trust accounting with logging and audit functions.

Workflows and Calendars
The software includes a central calendar with color-coded events, filtering, reminders, and jurisdiction-specific deadline chains that trigger subsequent tasks. Workflow templates can auto-generate tasks, deadlines, emails, and document drafts. Users can also schedule recurring activities and tie calendar events to time entries and case milestones.

Funding Information:
Filevine has raised a total of $226.1M in funding over 6 rounds. Their latest funding of $108M was raised in April 2022 from a Series D round from Golub Capital, Meritech Capital Partners, Signal Peak Ventures, and StepStone Group. 

Previous funding rounds include:

• Jan 2022 - $85M in Series C funding
• Dec 2019 - $20M in Series B funding
• Jan 2019 - $8.5M in Series A from Album VC, Jonathan Ord, & Signal Peak Ventures
• Apr 2018 - $4M in Seed funding
• July 2017 - $780,000 in Seed funding