Filevine is a document management pro. Not only are most of their integrations in this area, but they include built-in optical character recognition (OCR) for PDFs and images. OCR would certainly be helpful to attorneys with the occasional discovery overwhelm.
Recently, Filevine purchased and incorporated Outlaw into its platform. This gives the software high-caliber document automation and contract management capabilities. As of this review, Filevine is still rolling out and improving these capabilities.
Filevine is serious about security. With a vice president in charge of security, it’s definitely got the full-time attention of the leadership team.
With an Open API, Filevine offers the ability to integrate their platform with a host of other apps. For those who aren’t quite as savvy, they also have a Zapier integration. And as of this review, Filevine integrates with Office365 Calendar, Google Calendar, Smith.ai, and Vinesign.
Who Filevine is For
Personal-injury firms and other process-oriented practices will likely find the best results with Filevine. It can track documents, evidence, and specific facts of your case. It also comes with phased workflows to help you build internal project and task management. This makes it a good fit for any small firm that wants to customize law practice management software to the firm’s own needs. It’s an especially good fit for firms that are starting to struggle with growth, as it is set-up to be run with many users. However, it’s probably overkill for solos, but those who have strong processes will still likely find Filevine worth a review
Alternatively, although the platform is very versatile, it requires more effort to set-up than many other LPMS systems. The Filevine team will certainly help you get started, but this is not a simple turn-key solution.
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