After
years
of
being
a
market
leader
in
case
management
software,
Filevine
has
built
a
reputation
for
making
lawyers’
jobs
easier.
From
data
entry
to
document
management,
the
software
applies
AI
to
every
layer
of
your
case
to
save
countless
billable
hours.
Now,
with
its
new
DraftAI
feature,
Filevine
transforms
your
creation
of
legal
documents,
too.
A
user
can
use
natural
language
instructions
to
draft,
edit
or
modify
any
kind
of
document
without
leaving
the
security
of
the
Filevine
system,
said
John
Rizner,
Product
Manager
at
Filevine.
During
a
recent
demonstration,
Rizner
showed
us
how.
Getting
Started
From
the
Filevine
dashboard,
the
scope
of
its
abilities
quickly
becomes
clear.
On
the
left
is
a
customizable
menu
where
users
can
easily
navigate
all
aspects
of
their
practice.
Behind
the
scenes,
firms
that
already
have
their
own
in-house
templates
for
demand
letters,
settlement
agreements,
labor
contracts,
loan
terms,
etc.,
can
have
those
templates
populated
with
information
straight
from
the
case
files,
using
DraftAI.
Select
the
type
of
document
you
need,
click
Generate,
and
a
document
assembly
tool
populates
the
template
with
information
from
the
case
file.
Applying
AI
to
Document
Generation
In
the
past,
a
lawyer
or
paralegal
would
then
have
to
manually
type
hundreds
if
not
thousands
of
words
to
fill
out
the
specifics
of
the
case.
With
DraftAI,
it
takes
seconds.
Using
what
looks
like
a
chatbot
at
the
bottom
right,
users
can
ask
Filevine
to
help
complete
the
document.
Depending
on
a
firm’s
configurations
and
integrations,
Rizner
noted,
DraftAI
can
function
as
an
enhanced
version
of
ChatGPT
or
Microsoft
Copilot
that
only
uses
information
found
in
that
case’s
notes,
text
messages,
emails,
activity
feed
and
uploaded
documents.
He
demonstrated
a
request
for
adding
basic
Whereas
clauses
that
are
specific
to
the
case.
Filevine
dropped
them
into
the
document.
“Our
AI
tool
looks
at
the
document,
looks
at
what
actions
can
be
taken,
and
tries
to
understand
the
user’s
request,”
Rizner
said.
“Then
it
applies
them
and
highlights
the
changes
it
makes.”
The
user
can
also
ask
it
to
make
several
changes
at
once.
For
instance,
if
you
need
every
definition
put
in
boldface
type,
you
can
type
it
into
the
chatbot.
The
versions
can
be
compared
side
by
side,
with
each
iteration
saved
in
the
system.
Drafting
a
Case
Narrative
The
system
goes
much
further
than
modifying
boilerplate.
Rizner
said
DraftAI
reaches
into
every
part
of
the
Filevine
case
file
to
gather
facts
and
help
draft
the
narrative
of
the
case.
He
offered
the
example
of
personal
injury
firms
in
the
early
testing
group
that
used
DraftAI
to
generate
fact
sections
in
demand
letters.
At
one,
a
paralegal
needed
to
describe
the
mileage
burden
a
client
faced
when
attending
medical
appointments.
The
information
that
supported
the
point
was
scattered
across
different
areas
of
the
case
file,
and
DraftAI
gathered
it.
This
helped
the
paralegal
estimate
the
value
of
the
travel’s
impact
on
the
client
to
help
write
the
proposed
settlement.
“Instead
of
having
to
go
through
that
process
of
sifting
through
the
data,
reviewing
and
writing,
they
can
have
this
tooling
kind
of
take
those
actions
for
them,”
Rizner
said.
Then
attorneys
can
dedicate
their
time
to
reviewing
and
finalizing
the
document.
A
Tool
for
Every
Practice
Area
Rizner
said
many
of
Filevine’s
users
have
been
personal
injury
firms,
but
DraftAI
is
designed
to
apply
to
every
area
of
the
law.
In
the
case
of
employment
law,
for
example,
firms
always
have
similar
starting
points
for
a
negotiation.
DraftAI
can
pull
in
those
details,
along
with
notes
about
conversations
from
the
case,
interviews
with
the
client
and
text
messages
with
coworkers,
to
present
the
facts
to
a
company.
DraftAI
can
include
lists
or
tables
in
the
document,
and
each
section
can
be
edited
independently.
Different
permissions
can
be
created
to
collaborate
with
others
in
the
firm,
giving
lawyers
total
control
over
the
finished
product.
The
system
is
infinitely
customizable
to
whatever
a
firm
needs
in
any
practice
area,
Rizner
said.
Once
a
document
is
drafted,
the
action
is
tracked
in
FVDA/Outlaw.
Every
action
going
forward
is
tracked
as
the
document
is
redlined
within
the
system,
and
the
same
chat
window
can
be
used
to
query
anything
about
the
case.
It
all
happens
within
the
secure
environment
of
the
Filevine
space,
Rizner
said.
“Your
case
data
remains
with
Filevine’s
secure
environment,
which
for
our
customers
is
important
for
the
privacy
and
legal
ethics
that
they
require,”
he
said.
Kathryn
