Filevine Docs+ and AI Functionality Help You Accelerate Legal Work, Reduce Errors, and Gain Insight

Company

Product Name

  • Filevine
  • Docs by Filevine
  • Periscope by Filevine

Latest Developments and Upcoming Updates

  • Docs by Filevine, launched in June, provides advanced document management for law firms.
  • Medical Timeline streamlines the organization and analysis of medical records within legal cases.
  • AI Document Review leverages artificial intelligence (AI) to extract and organize information from legal documents.

“Instead of manually writing or searching for standard provisions, users have a customizable toolkit of pre-approved legal clauses at their fingertips. Begin typing a clause title within a document, and the clause library will instantly suggest all options. When the desired clause is selected, it can be inserted directly into the document.”

Broad Legal Functionality Supercharged by AI

The concept behind Filevine’s name is that data grows in a case akin to a vine’s leaves. Users can avoid needing to remove Filevine’s leaves from several locations and programs by using Filevine to aggregate emails, tasks, documents, and more. Attorneys and paralegals can easily collaborate inside the firm thanks to Filevine’s unified platform, giving them access to all their leaves in one location. Legal teams have simple access to every aspect of their cases thanks to Filevine’s user-friendly interface. The platform offers several AI-powered features that streamline workflow, improve collaboration and security, and free up lawyers’ time for other essential duties.

Docs by Filevine

Docs by Filevine is an advanced document management system designed specifically for law firms and legal departments. Docs utilizes optical character recognition (OCR) to search for terms within all documents, including PDFs and photos of documents. Its quicker and more accurate search features significantly improve the user experience. Users can easily go to specific document portions using intra-doc search, which identifies crucial information. Text included in photographs or scanned documents can be searched thanks to OCR technology, and material in other file types, such as DOCX, PDF, and RTF, can be quickly detected thanks to document indexing.

Unlimited storage allows a firm to maintain all documents in one place, regardless of size or format. Centralized storage eliminates the need for costly paper storage solutions, enhancing efficiency. Filevine’s robust security ensures document safety while improving productivity and client satisfaction. Unlimited Storage ultimately means law firms never need to worry about running out of space to upload documents, contracts, and records securely.

Filevine offers other built-in tools, including conflict checker and PDF editing. Conflict checker scans uploaded documents for potential conflicts, saving time and mitigating ethical risks. PDF editing empowers users to edit PDF files directly within Filevine, including adding text, redacting, highlighting, and collaborating through comments.

Filevine manages documents globally, allowing users to view documents based on flexible criteria, such as recent activity, document modifications, and search functionality. The search feature lets users filter documents by case, tags, document content, and emails. Additionally, every document entering the system is run through an anti-virus scan; positive hits are quarantined, and users are notified.

Figure 1: The clause library streamlines document creation and helps a firm enforce consistency and accuracy.

AI Features

To promote communication and assist users in efficiently and successfully navigating the Filevine platform, SidebarAI is an AI-driven chatbot. It can provide guidance, simplify circumstances, and offer answer prompts for “how-to” questions. SidebarAI has the ability to provide summaries of all cases, subjects, and projects active over the last seven days. When a question is entered into SidebarAI, it searches the help center for relevant information and quickly returns the results.
 
 
AIFields uses the power of AI to extract and organize information from case documents. It summarizes and pulls important information from your documents. Text and handwritten notes are first scanned using OCR (optical character recognition). AI then analyzes and reviews the scanned document, outputting the information into an AIField. The extracted analysis can be pulled into reports or referenced in generated documents, along with other data fields. Use AIFields to summarize or analyze contracts, medical records, expert reports, academic literature, legal documents, depositions, and much more. The analysis will include a hyperlink to any referenced page. You can compare the AI analysis side by side with the referenced document. Minimize the time spent on manual document review and fact- checking efforts, reduce human error, and empower the legal team to focus on strategic tasks by utilizing AI. See Figures 2 and 3.

Figure 2: Depositions are analyzed, and through AI functionality, users can view a summary of key points in the transcript and get a list of inconsistencies, allowing attorneys to zero in on key elements of a case.

Figure 3: Filevine’s AI features enable users to get a quick summary and analysis of critical information that can be pulled from documents and forms, significantly saving time and money.

“AIFields uses the power of AI to extract and organize information from case documents. It summarizes and pulls important information from your documents. Text and handwritten notes are first scanned using OCR (optical character recognition). AI then analyzes and reviews the scanned document, outputting the information into an AIField. The extracted analysis can be pulled into reports or referenced in generated documents, along with other data fields.”

ImmigrationAI

ImmigrationAI aims to expedite the immigration process through task automation, elimination of common errors, and increased accuracy. ImmigrationAI gathers vital data, scans and extracts important information from client papers, populates USCIS (US Citizenship and Immigration Services) forms, and monitors progress in form completion. After a user uploads client papers into the platform, the ImmigrationAI technology will scan and extract the relevant client data. Foreign language documents can be processed with relevant information translated into English. It can look for discrepancies between data from client documents versus information you have on file. Client questionnaires to gather additional information can be viewed in over 170 languages. Data gathered from documents and questionnaires is used to populate the USCIS forms. ImmigrationAI will also maintain the current version of USCIS forms ensuring outdated forms are not filed.

DemandsAI

DemandsAI is a powerful tool within Filevine that transforms the process of creating demand letters for legal professionals. Drafting compelling demands can be crafted much faster, freeing time for staff to focus on high-value tasks and exceptional client service. All while using a firm’s current writing style. Leverage AI to build stronger arguments backed by the unique facts and details of a case while reducing the need for manual drafting.
 
The benefits of AI in legal practice are numerous. Filevine uses AI to provide valuable data insights, reduce costs, flag potential gaps or red flags in a case, and identify key information and inconsistencies. This information is then pulled into documents, including complaints, court motions, summaries, and demand letters.

Integrations

In addition to tight integration with Microsoft Office, Filevine offers an API that plays well with other applications, allowing users to customize Filevine as a single location for daily tasks and a hub to perform case work. The most common integrations include Zapier, Slack, and Google (calendar, Gmail). Filevine’s integration with DOMO provides visual and dynamic reporting dashboards to boost productivity across all matters and oversight into the organization as a whole.

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.
 
Filevine prioritizes security through encryption, access controls, audit trails, and compliance with legal standards. These security measures extend to the AI tools.

Pricing

All Filevine licenses include unlimited document storage, cloud-based case and task management, robust configurable reporting, automated workflows, calendaring, team collaboration tools, contact management, guest access, instant email or text communication, enterprise- level security, and powerful integrations. More modules are offered for an additional cost. Contact Filevine for detailed pricing and further details.

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 custom-built AI-powered solutions with the legal user in mind. Fueling everything from lead intake and e-signatures to document assembly, 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 Use Filevine?

  • Incorporating AI helps you better understand your cases, what is in your case documents, and helps draft your documents. AI can save time and improve accuracy, allowing you to focus on more substantive work and less manual review.
  • Best-in-class security and unlimited storage.
  • Multiple customer support options, including live help and expert teams.
  • Filevine is constantly developing new features to improve efficiency, create oversight, and streamline document assembly and legal workflows.

Take a Look at Filevine Today!

See how Filevine can make a real difference. Schedule a demo now, or check out the videos on the Filevine YouTube channel.

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