Document Management

Filevine’s Document Management platform is a cloud-based solution designed to centralize, organize, and streamline legal document workflows. It enables law firms to securely store, edit, share, and collaborate on documents directly within their case management system, improving productivity, compliance, and client service.

Features

• Unlimited Cloud Storage: Store all legal documents without worrying about quotas or additional fees.
• OCR Search: Make every word in PDFs and images searchable for fast document retrieval.
• Document Generation: Automatically create legal documents using case data and customizable templates.
• Version Control: Track changes, restore previous versions, and label updates for clarity.
• Edit-in-Place: Modify Microsoft Office documents directly within Filevine without downloading.
• PDF Editing: Annotate, redact, and comment on PDFs using built-in tools.
• Secure Sharing: Generate password-protected links with expiration dates for external collaboration.
• Automatic Folder Structures: Predefine folder trees for consistent organization across projects.
• Document Hashtags: Tag documents for quick search and reporting.
• E-Signatures: Send forms via text or email for signature collection using Vinesign.

Capabilities

• Centralized Document Access: All case-related documents are stored in one secure, searchable location.
• Real-Time Collaboration: Teams can edit, comment, and share documents simultaneously.
• AI-Powered Review: Extract key information from documents using AI tools like AIFields and Doc Review.
• Conflict Checker: Scan documents for potential ethical conflicts before case intake.
• Audio/Visual Playback: Preview multimedia evidence directly within the document section.
• Custom Permissions: Control access to documents based on user roles and departments.
• Integrated Workflow: Link documents to tasks, deadlines, and case notes for seamless operations.

Benefits

• Improved Efficiency: Reduce time spent searching, editing, and organizing documents.
• Enhanced Accuracy: Minimize errors with automated document creation and version tracking.
• Stronger Compliance: Maintain audit trails and meet legal standards with secure storage and access controls.
• Better Collaboration: Enable teams to work together in real time, regardless of location.
• Scalable Storage: Handle high-volume cases and firm growth without infrastructure limitations.
• Client Satisfaction: Deliver faster, more organized legal services with streamlined document workflows.