Features and Functions of Filevine include:
AI Legal Assistant
Chat with your cases and documents to easily find answers to your questions, draft documents and stay on top of tasks.
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.
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