Filevine Howto
Filevine is an AI-powered legal case management software that provides a complete tech stack for law firms, including case management, document management, billing, and client communication tools.
View MoreHow to Use Filevine
Sign up for a Filevine account: Go to Filevine's website and request a demo or sign up for an account. You'll need to provide some basic information about your law firm.
Set up your firm's profile: Once your account is created, set up your firm's profile with details like practice areas, team members, etc.
Import or enter your case data: You can import existing case data or start entering new cases into Filevine. Add details like client information, case type, important dates, etc.
Customize your workflows: Set up custom workflows and task lists for different case types to standardize your processes.
Connect integrations: Connect Filevine to other tools you use like email, calendars, document storage, etc.
Set up document templates: Create document templates for common forms and letters you use.
Start managing cases: Begin using Filevine to track cases, assign tasks, store documents, track time, and manage your practice.
Generate reports: Use Filevine's reporting tools to analyze your firm's performance and case metrics.
Explore advanced features: As you get comfortable with the basics, explore more advanced features like AI tools, client portals, and automations.
Filevine FAQs
Filevine is a legal case management software that provides a complete legal tech stack for law firms. It includes features like case management, document management, time tracking, billing, lead management, and more.
Filevine Monthly Traffic Trends
Filevine experienced a 5.5% decline in traffic, with 363,937 visits in the month. Despite significant product enhancements and a strong focus on data security, including achieving SOC 2 and SOC 3 compliance, the slight decline may be attributed to normal market fluctuations or increased competition in the legal tech market.
View history traffic
Related Articles
Popular Articles
Hailuo AI's S2V-01 Model: Revolutionizing Character Consistency in Video Creation
Jan 13, 2025
How to Use Hypernatural AI to Create Videos Fast | 2025 New Tutorial
Jan 10, 2025
CrushOn AI NSFW Chatbot New Gift Codes in January 2025 and How to redeem
Jan 9, 2025
Merlin AI Coupon Codes Free in January 2025 and How to Redeem | AIPURE
Jan 9, 2025
Latest AI Tools Similar to Filevine
Sweet Justice AI
Sweet Justice AI is an AI-powered legal assistance platform that helps individuals fight against landlords, corporations, and unfair practices through automated demand letters, small claims court filings, and step-by-step legal guidance at an affordable price.
Appeal Parking Ticket
AppealParkingTicket is a specialized online service that helps drivers efficiently contest unfair parking tickets by providing expert guidance and automated appeal letter generation.
LegalTechUp
LegalTechUp is an AI-powered online legal advisor platform from Turkey that provides accessible consumer law consultation services through advanced technologies.
ActionHOA
ActionHOA is an AI-powered platform that provides property owners with tools, education, and expert guidance to defend against HOA overreach and promote transparency in community governance.
Popular AI Tools Like Filevine
Casetext
Casetext is an AI-powered legal research and technology platform that helps attorneys find relevant cases faster and automate legal tasks.
GVA NDAチェック
GVA NDA Check is a contract review support service where AI supervised by lawyers checks NDAs (Non-Disclosure Agreements) for free, and performs risk assessment and proposes revisions.
DoNotPay
DoNotPay is an AI-powered consumer advocacy platform that helps users with various tasks such as canceling subscriptions, disputing charges, and fighting traffic tickets.
Genie AI
Genie AI is an AI-powered legal assistant that helps users draft, customize, and review legal documents with access to over 500 templates and AI-driven insights.
View More