The
concept
that
information
grows
in
a
case,
like
how
leaves
grow
on
a
vine,
is
the
source
of
the
name
Filevine.
Filevine’s
leaves
centralize
documents,
tasks,
emails,
and
more,
relieving
users
of
the
need
to
remove
these
leaves
from
multiple
places
and
apps.
Attorneys
and
paralegals
easily
collaborate
within
the
firm
with
Filevine’s
one
platform,
which
gives
them
access
to
all
their
leaves
in
one
location.
Filevine
leverages
the
power
of
artificial
intelligence
(AI)
to
streamline
the
legal
process
from
client
intake
to
billing.
The
platform
offers
several
AI-powered
features
that
automate
tasks,
free
up
lawyers
to
focus
on
more
important
activities,
and
transform
how
lawyers
work.
Lead
Docket
Lead
Docket
is
an
efficient
lead
intake
management
solution
with
automatic
processes
to
guarantee
each
lead
is
promptly
followed
up,
and
tasks
are
clearly
defined.
It
also
helps
manage
and
retain
leads.
LeadsAI,
developed
by
Filevine,
allows
teams
to
manage
leads
from
any
marketing
source
in
one
location
easily.
It
features
lead
summaries
and
predictive
analysis
to
streamline
and
accelerate
legal
intake
and
lead
management.
The
AI-powered
function
creates
a
well-written
synopsis
of
all
data
entered
in
a
lead
intake
form,
empowering
intake
teams
to
make
judgments
more
quickly
and
efficiently.
Additionally,
LeadsAI
predictive
analysis
for
MVA
(motor
vehicle
accident)
helps
determine
whether
a
new
lead
should
be
signed,
directed
out,
or
rejected,
eliminating
guesswork
in
case
qualification.
An
AI-powered
fee
prediction
for
possible
scenarios
provides
vital
information
in
determining
whether
a
case
would
benefit
the
firm.
Workflows
and
Activity
Feeds
A
firm
can
customize
workflows
inside
Filevine
to
follow
its
procedures
for
every
stage
of
a
project
or
case,
ensuring
no
processes
are
overlooked.
Filevine
can
use
each
job
to
start
a
workflow’s
subsequent
task.
For
instance,
an
engagement
letter
is
generated
and
made
available
for
the
user
to
edit
as
soon
as
the
prospective
client
is
accepted.
Filevine’s
automation
feature
presents
the
subsequent
task
in
the
workflow
as
each
step
or
task
is
completed,
taking
into
account
the
outcomes
of
the
previous
action.
Filevine
tracks
every
action
in
a
project
in
the
activity
feed.
Team
members
can
communicate
through
comments
and
records
and
follow
details
such
as
who
completed
an
activity
and
when.
Having
all
this
information
in
one
location
facilitates
information
sharing
and
makes
it
simple
to
stay
informed
about
a
case.
The
communications,
tasks,
and
documents
in
a
case
(the
leaves)
appear
in
the
feed
as
they
are
created.
Additionally,
users
have
access
to
SidebarAI
for
additional
information
and
insight.
SidebarAI
SidebarAI
is
an
AI-powered
chatbot
designed
to
facilitate
communication
and
help
users
navigate
the
Filevine
platform
successfully
and
quickly.
It
can
offer
advice,
condense
situations,
and
instantly
respond
to
“how-to”
queries.
SidebarAI
can
present
summaries
of
every
case,
topic,
or
project’s
activities
during
the
previous
seven
days.
To
utilize
SidebarAI,
click
the
message
symbol
in
the
upper
right
corner
of
the
screen,
then
click
SidebarAI
to
initiate
a
new
message
conversation.
Type
your
query
into
the
text
field
and
select
Send;
SidebarAI
will
look
through
the
Help
Center
and
provide
the
pertinent
details
in
its
response.
See
Figure
1.
Figure
1:
Users
will
find
they
spend
a
lot
of
time
on
the
Activity
Feed,
including
SidebarAI,
which
contains
key
case
information.
The
center
panel
displays
the
key
communications
among
team
members
as
well
as
the
client.
On
the
right
side
of
the
screen,
the
powerful
SidebarAI
is
displayed,
providing
users
with
assistance
for
their
case.
In
addition
to
SidebarAI,
Filevine
has
introduced
AIFields,
which
uses
the
power
of
artificial
intelligence
to
extract
and
organize
information
from
documents.
It
mines
various
information
and
can
generate
summaries
from
the
case
file
based
on
a
list
of
analysis
types.
The
extracted
information
in
AIFields
can
be
pulled
into
reports
or
referenced
in
generated
documents,
just
as
other
fields
can.
Use
AIFields
to
summarize
cases,
provide
tips,
list
potential
inconsistencies
or
falsehoods
in
deposition
testimony–
including
the
page
of
the
text
and
line,
and
create
a
chronological
list
of
pain
scores
from
a
medical
record.
See
Figure
2.
Figure
2:
AIFields
can
show
inconsistencies
in
documents
and
depositions,
highlighting
areas
needing
attention
for
a
case.
The
example
above
shows
discrepancies
between
a
witness
statement
and
an
accident
reconstruction.
This
process
takes
mere
minutes
compared
to
hours
of
a
team
member’s
time
culling
through
documents.
ImmigrationAI
ImmigrationAI
is
designed
to
streamline
the
immigration
process
by
automating
tasks,
reducing
typical
errors,
and
ensuring
accuracy.
ImmigrationAI
scans
and
obtains
key
details
from
client
documents,
compiles
crucial
information,
assists
in
completing
USCIS
forms,
and
tracks
a
client’s
form
completion
progress.
To
use
ImmigrationAI,
simply
upload
client
documents
to
the
platform,
and
the
tool
automatically
scans
and
extracts
the
necessary
information.
This
feature
is
especially
useful
for
businesses,
individuals,
and
families
who
need
to
be
sponsored
or
immigrate
to
the
United
States.
See
Figure
3.
Figure
3:
ImmigrationAI
has
streamlined
the
onerous
process
of
filling
out
all
necessary
documents
for
immigration
legal
work,
eliminating
inconsistencies
and
errors
that
tend
to
prolong
the
process.
Filevine
Payments
Businesses
may
accept
ACH,
credit
card,
and
debit
card
payments
to
help
streamline
billing
and
payment
collection,
thanks
to
Filevine
Payments.
Through
a
link
included
in
an
invoice,
clients
can
pay
invoices
online.
Payments
are
applied
immediately
to
the
client’s
account,
and
invoice
statuses
are
updated
instantly.
Lead
intake,
case
and
issue
management,
document
assembly,
e-signatures,
contract
administration,
data
analytics,
time
tracking,
billing,
and
payments
are
all
included
in
Filevine’s
extensive
range
of
natively
created
products.
Integrations
In
addition
to
tight
integration
with
Microsoft
Office,
Filevine
offers
an
open
API
and
plays
well
with
other
applications,
allowing
users
to
customize
Filevine
as
a
single
location
for
daily
tasks.
The
most
common
integrations
include
Zapier,
Slack,
and
Google
(calendar,
Gmail).
Filevine’s
integration
with
DOMO
provides
access
to
reports
that
will
drive
efficiency
across
all
matters.
Security
Filevine
approaches
security
methodically
and
proactively.
The
team
employs
audits,
penetration
testing,
privacy
and
vulnerability
assessments,
and
incorporates
security
training
and
certifications,
backups,
and
disaster
recovery/business
continuity
and
incident
response
planning.
Latest
Developments
and
Updates
·
The
first
step
toward
providing
Filevine
users
with
an
AI
virtual
assistant
tool
is
SidebarAI.
The
support
tool
offers
summaries
of
the
most
recent
developments
in
a
case
project
and
responds
to
“how-to”
queries
to
assist
users
in
navigating
the
Filevine
platform.
·
AIFields
helps
law
firms
looking
to
analyze
documents
more
efficiently,
conduct
fact-checking
more
quickly
and
accurately,
and
drastically
reduce
the
number
of
human
hours
required
to
comb
through
pertinent
case
documents
and
files.
All
of
this
can
be
done
securely,
directly
from
within
Filevine.
·
Filevine
Payments
allows
firms
to
accept
ACH,
credit
card,
and
debit
card
payments
and
to
track,
automate,
and
customize
payment
collection.
Pricing
Timekeeping,
billing,
and
payments
are
all
included
in
Filevine
licenses,
along
with
cloud-based
case
and
task
management,
scheduled
reports,
automated
workflows,
calendaring,
team
collaboration
tools,
unlimited
document
storage,
contact
management,
guest
access,
instant
email
or
text
communication,
enterprise-level
security,
and
powerful
integrations.
More
modules
are
offered
for
an
additional
cost.
For
detailed
pricing
and
further
details,
please
contact
Filevine.
Who
is
Filevine?
Filevine
is
changing
the
way
legal
work
gets
done
for
law
practitioners
and
their
clients.
As
a
leading
legal
operating
system,
Filevine
is
dedicated
to
empowering
organizations
with
tools
to
simplify
and
elevate
complex,
high-stakes
legal
work.
That
is
why
Filevine
now
offers
a
full
suite
of
AI-powered
solutions
custom-built
with
the
legal
user
in
mind.
Powering
everything
from
lead
intake
and
e-signatures
to
document
assembly
and
case
management,
timekeeping,
billing,
payments,
and
business
analytics,
over
3,400
law
firms
and
legal
teams
use
Filevine
daily
to
deliver
excellence.
Filevine
is
recognized
on
the
Deloitte
Technology
Fast
500
and
Utah
Business
Fast
50
lists,
is
a
Top
Workplace
USA
winner,
and
is
among
the
fastest-growing
companies
on
the
2023
Inc.
5000
list.
Why
Buy
Filevine?
·
Payments
by
Filevine
enables
a
firm
to
accept
ACH,
credit
card,
and
debit
card
payments,
and
clients
can
quickly
pay
invoices
via
a
link,
which
is
applied
directly
to
the
proper
account
and
updates
payment
status
automatically.
·
Combining
automated
workflows
with
collaborative
document
creation
makes
Filevine
a
powerful
tool
for
law
departments
and
firms
to
get
more
done
in
a
fraction
of
the
time.
·
Improve
turnaround
time
for
converting
leads
to
clients.
·
Make
data-driven
decisions
on
individual
cases
as
well
as
a
management
strategy.
See
Filevine
Today!
Find
out
more
about
Filevine
by
scheduling
your
demo
today!
And
learn
how
Filevine
can
impact
your
business
through
our
many
podcasts,
blogs,
white
papers,
and
more.