Case Management

Filevine’s Case Management Software is a centralized, cloud-based platform designed to streamline legal operations, enhance collaboration, and improve client outcomes. Built specifically for legal professionals, it integrates case tracking, document management, communication, and task automation into one cohesive workspace, enabling firms to manage complex legal work with greater efficiency and control.

Features

• Centralized Case Workspace: Manage all case-related information—documents, deadlines, tasks, and communications—in one place.
• Customizable Workflows: Tailor workflows to match your firm’s practice area and internal processes.
• Integrated Communication Tools: Includes two-way texting, email capture, and a secure client portal for streamlined communication.
• Task Management: Auto-assign tasks, set deadlines, and track progress across teams.
• Document Management: Access, edit, and organize documents with unlimited storage and version control.
• Calendar & Deadline Tracking: Sync with Outlook or Google Calendar to manage court dates and internal deadlines.
• Notes & Activity Feed: Keep a running log of case updates, comments, and team collaboration.
• Conflict Checker: Automatically scan for potential conflicts of interest during intake.
• Outlook Add-In: Drag and drop emails and attachments directly into Filevine projects.

Capabilities

• Real-Time Collaboration: Teams can work simultaneously on cases with shared visibility and updates.
• Role-Based Permissions: Control access to sensitive information based on user roles and departments.
• AI-Powered Tools: Use AIFields, DemandsAI, and Chat with Your Case to extract insights, generate documents, and summarize case data.
• Client Portal: Provide clients with 24/7 access to case updates, documents, and secure messaging.
• Mobile Access: Manage cases from anywhere with Filevine’s mobile-friendly interface.
• Scalable Architecture: Supports firms of all sizes, from solo practitioners to enterprise-level organizations.

Benefits

• Increased Efficiency: Automate repetitive tasks and reduce administrative overhead.
• Improved Accuracy: Minimize errors with standardized workflows and integrated tools.
• Enhanced Client Satisfaction: Keep clients informed and engaged through centralized communication.
• Greater Visibility: Monitor case progress, team performance, and deadlines in real time.
• Data-Driven Decisions: Leverage integrated analytics to optimize operations and resource allocation.
• Compliance & Security: Maintain audit trails and meet legal data protection standards.