Most
in-house
legal
teams
know
the
feeling:
inboxes
overflowing
with
attachments,
redlines
lost
in
endless
email
chains,
and
that
nagging
worry
that
something
important
slipped
through
the
cracks.
To
prevent
costly
mistakes
that
can
arise
from
such
disorganization,
company
legal
teams
are
increasingly
turning
to
management
software
like
Filevine.
Although
Filevine
may
be
best
known
as
a
litigation
tool
to
help
law
firms
prepare
for
trial,
its
AI-enhanced
document
management
and
contract
review
tools
can
save
time
and
money
across
various
industries.
In
a
recent
product
demo,
Madison
Doyle,
manager
of
sales
engineering
at
Filevine,
offered
a
real-life
scenario
that
the
software
can
prevent.
Before
a
real-estate
company
started
using
Filevine,
its
general
counsel
missed
a
lease
renewal
notice
buried
in
email.
The
60-day
deadline
came
and
went,
leaving
the
company
scrambling
to
argue
its
way
out
of
an
expensive
move.
That
case
turned
out
fine,
but
the
lesson
was
obvious—running
legal
operations
from
Outlook
email
chains
is
asking
for
trouble.
“It’s
more
than
just
a
litigation
tool,”
Doyle
said.
“These
same
AI
tools
can
be
applied
to
so
many
other
applications.”
Getting
Started
Under
the
Project
Hub,
the
user
sees
a
repository
of
all
the
open
projects
they’re
working
on
as
well
as
their
status.
Click
on
the
project
name
and
a
window
opens
to
the
right
with
vital
information
such
as
the
contract
expiration
date
and
its
latest
activity.
Users
also
can
apply
several
filters
to
narrow
down
their
search,
such
as
by
project
type
if
they’re
looking
for
an
employment
matter
or
by
clicking
a
tag,
which
could
be
a
signal
from
a
higher-up
to
address
something
“#critical.”
In
each
project,
they
can
see
not
only
the
negotiation
history,
but
also
categories
of
activity
and
the
documents
that
have
been
appended
to
it—email
history,
redlined
versions,
internal
notes,
and
more,
all
in
one
space.
How
It
Helps
With
Data
Intake
For
most
lawyers,
the
day
starts
in
Outlook.
That’s
why
Filevine
built
its
most
popular
intake
feature
as
an
email
plugin.
It
scans
an
incoming
attachment,
captures
all
its
details
and
automatically
populates
the
data
into
the
correct
field.
When
the
attachment
is
added
to
a
project,
the
user
can
tag
who
needs
to
act
on
it
to
create
a
task
in
their
workflow.
The
new
attachment,
the
email
and
the
task
are
all
added
to
the
project’s
activity
history
in
the
Project
Hub.
“I’m
not
trying
to
work
in
a
silo,”
Doyle
said.
“I
want
to
make
it
so
everyone
on
the
team
can
help
out.”
Legal
teams
that
rely
on
Slack
or
Teams
also
can
format
Filevine
to
integrate
their
existing
workflow
into
the
system.
So
wherever
the
request
originates,
it
flows
into
a
structured
central
place.
Once
a
document
is
uploaded,
an
AI
tool
automatically
summarizes
its
attributes
for
a
quick
glance
that
can
get
a
new
associate
up
to
speed.
For
an
updated
contract,
for
instance,
it
offers
a
sentence
or
two
each
about
payment
terms,
insurance
requirements,
and
indemnification,
among
others.
Another
panel
highlights
clauses
with
potential
disputes,
giving
lawyers
a
head
start
in
their
document
analysis.
Different
versions
of
documents
can
also
be
easily
compared
side
by
side
to
see
the
latest
changes.
“This
is
way
better
than
how
most
groups
do
it,
which
really
is,
I
create
a
Word
document,
I
edit
it,
I
send
it
to
you
in
email,”
Doyle
said.
“You
open
it
up,
you
make
a
change,
you
send
it
back
to
me,
and
we
keep
doing
that
until
we’re
satisfied.
That
takes
much
longer.”
Besides
taking
much
less
time,
Filevine’s
system
makes
it
easier
to
produce
reports.
Boosting
Your
Document
Management
The
way
documents
have
been
traditionally
managed
in
legal
departments
often
meant
endless
hunting
through
folders
for
scattered
versions
saved
on
individuals’
hard
drives.
Filevine
replaces
all
that
with
a
searchable,
collaborative
repository.
Every
draft,
redline,
and
related
email
lives
in
a
single
transaction
space.
They
can
be
edited
in
the
system
or
even
in
Word,
and
notes
can
be
added
to
each
revision
(“sent
to
counterparty,”
for
example).
Saving
it
automatically
creates
a
new
version
in
the
system
that
updates
for
everyone,
including
the
version
history
and
track
changes
to
ensure
no
one
loses
track
of
what
was
changed.
Because
every
document
is
indexed
on
upload,
search
works
at
the
content
level—not
just
file
names.
Need
to
find
every
contract
with
a
non-standard
indemnification
clause?
It’s
a
few
clicks
away.
For
bigger
matters,
Filevine
doubles
as
a
secure
data
room.
External
parties
can
upload
documents
via
password-protected
links,
without
creating
accounts
or
passing
endless
emails
back
and
forth.
With
file
limits
as
high
as
50GB,
storage
is
more
than
sufficient.
“When
groups
do
this
outside
of
Filevine,
it’s
very
easy
to
lose
track
of
which
version
you
actually
sent,”
Doyle
said.
“Inside
Filevine,
I
can
always
understand
how
a
document
came
in,
where
it’s
saved,
and
what
the
version
history
is.”
Draft
Documents
Faster
with
Customized
Templates
On
the
drafting
side,
Filevine
Document
Assembly
stands
out.
Legal
teams
can
generate
NDAs,
MSAs
or
amendments
from
structured
templates,
with
data
fields
flowing
directly
into
the
right
spots.
What
makes
FVDA
different
is
its
bi-directional
sync.
Change
a
variable—like
an
effective
date—in
one
place,
and
it
updates
across
the
entire
document
and
underlying
database.
That
ensures
reports
always
match
the
right
information.
Lawyers
can
generate
boilerplate
or
tailored
language
with
a
click,
then
pull
from
a
clause
library
of
the
team’s
best
past
writing.
If
a
user
needs
to
adapt
indemnification
for
a
special
client,
for
example,
they
can
search
the
library
to
drop
in
the
right
version.
“All
of
that
exists,
but
it
can
be
enhanced
by
the
AI
to
help
perform
at
a
higher
level,
and
be
more
diligent
in
your
work,”
Doyle
said.
Enhancing
It
All
with
AI
All
of
these
features—intake,
document
management,
and
contract
drafting—are
valuable
on
their
own.
But
they
become
even
more
powerful
when
layered
with
Filevine’s
AI
capabilities.
In
one
scenario,
Doyle
uploaded
a
supplier
agreement
and
highlighted
purple
stars
that
mark
where
AI
is
active.
Immediately,
the
system
generated
a
summary
of
the
contract
and
flagged
potentially
problematic
terms—imbalances
between
parties,
undefined
provisions,
clauses
that
fell
outside
the
norm.
Cross-referencing
is
built
in.
Click
a
flagged
issue
in
the
AI
report,
and
it
jumps
straight
to
the
clause
in
the
contract.
All
the
commands
are
managed
from
a
chat
window
on
the
right
that
can
answer
questions
and
take
commands
in
natural
language.
The
history
of
all
the
requests
is
preserved
so
everyone
on
the
team
can
see
who
did
what.
“It’s
a
nice
way
to
just
know
what’s
in
that
repository
that
might
sneak
up
on
you,”
Doyle
noted,
especially
in
contexts
like
M&A
where
dozens
or
hundreds
of
agreements
come
under
review.
At
modern
in-house
legal
teams,
people
are
under
more
pressure
than
ever
to
deliver
more
value
with
fewer
people
resources—and
no
tolerance
for
avoidable
mistakes.
Filevine
enables
the
team
to
work
together
to
streamline
intake,
organize
documents,
and
free
up
time
with
AI-powered
tools.
“We
think
this
is
more
of
the
way
of
the
future,
instead
of
just
passing
the
same
Word
document
back
and
forth
and
letting
chaos
develop
in
your
inbox,”
Doyle
said.