Document Assembly

Filevine’s Document Assembly is a next-generation legal drafting solution designed to automate and streamline the creation of complex legal documents. Powered by the proprietary .vine format, it enables law firms and legal teams to generate dynamic, error-free documents directly from their case data, eliminating manual data entry and outdated word processing tools. This platform transforms legal workflows by integrating document creation with case management, ensuring accuracy, speed, and collaboration.

Features

• .vine Document Format: A living, editable file type that syncs bidirectionally with Filevine’s database.
• One-Click Document Generation: Create documents instantly from templates using real-time case data.
• Dynamic Templates: Use conditional logic, connected variables, and repeaters to adapt templates to various legal scenarios.
• Batch Document Creation: Generate multiple documents simultaneously across projects and clients.
• Live Collaboration: Enable commenting, redlining, and editing within the document interface.
• Audit Logging & Version Control: Track document history and changes for compliance and transparency.
• Custom Styling & Branding: Apply firm-specific headers, pleading lines, and formatting.
• Export Options: Download documents as PDF or DOCX formats for external use.

Capabilities

• Bidirectional Data Sync: Changes in documents update the Filevine database and vice versa.
• Conditional Logic: Automatically adjust document language based on case variables (e.g., insurance type).
• Connected Variables: Pull data from contact cards, collection sections, and static fields into documents.
• Workflow Integration: Embed document generation into any stage of your legal workflow.
• Permissions & Governance: Control access and editing rights based on user roles and document status.
• Custom Workflows: Implement checkpoints and approval stages to ensure document quality.

Benefits

• Time Efficiency: Automates repetitive drafting tasks, saving hours per case.
• Error Reduction: Eliminates manual data entry and ensures consistency across documents.
• Scalability: Supports high-volume document generation for firms of all sizes.
• Improved Collaboration: Enables real-time feedback and editing across teams.
• Enhanced Accuracy: Ensures documents reflect the most current case data.
• Professional Output: Produces polished, branded documents ready for court or client delivery.