Legal Teams Can Concentrate on What Matters Most – Their Clients – Using Filevine’s AI to Mine Data and Extract and Generate Information

Company

Product Name

  • Filevine

Latest Developments and Upcoming Updates

  • New and evolving AI (artificial intelligence) tools will continue to assist legal teams in streamlining workflows and increasing efficiency and accuracy around reviewing documents and drafting complex documents.
  • Settlement calculator helps streamline settlement management and integrates into the legal team’s workflow.
  • Clause library that pulls from existing document templates designed by the firm, driving efficiency, flexibility, and compliance in document generation.
  • Bidirectional sync of variables between a case and document allows the most up-to-date information to reflect in both avoiding discrepancies between documents and matter details.

“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.”

Transforming Your Legal Practice

The name Filevine comes from the idea that information grows in a case, similar to how leaves grow on a vine. Filevine’s leaves consolidate emails, tasks, documents, and more, saving users from having to remove these leaves from many locations and applications. Filevine’s single platform enables attorneys and paralegals to easily access all of their leaves in one place and work together. Filevine’s intuitive interface gives legal teams easy access to all elements of their cases via the left navigational panel, including the activity feed, calendar, intake, docs, case summary, settlement worksheet, meds, expenses, deadline chain, depositions, team, contacts, related cases, and conflict check. The platform has several AI-powered capabilities that automate work, free attorneys’ time for other crucial tasks, and help transform how they practice law

Document Management

Document management is a crucial area in Filevine. The docs section displays a list of case documents organized by folders and provides essential tools for managing, organizing, and accessing case-related files. Users can efficiently interact with files to find relevant information. Standard features include document preview, batch operations (copy, move, etc.), document editing within the platform, version history, and creating shareable links for specific documents. Filevine provides straightforward methods for uploading and downloading documents and supports keyboard shortcuts for efficient navigation.
 
 
The fly-out menu is a convenient way to review essential details about any file within a case quickly. Clicking on the ellipsis next to the document name displays the file name, type, date created, date modified, version history (if applicable), secure links (if generated), and custom tags associated with the file. The file properties menu streamlines the team’s workflow by providing quick access to important file details without navigating away from the document list.

 
Filevine has several document creation and document assembly features that empower legal professionals to handle case-related files efficiently, collaborate with team members, and maintain accurate records. Doc Gen is the primary form of document generation in Filevine and is simple to set up and use. Users can create intuitive files with Doc Gen using variables and data from their caseload with just a click of a button, avoiding duplicative re-entry of information from the case into documents.
 
 
The clause library is another powerful feature in Filevine that streamlines legal drafting by providing a centralized repository of pre-written legal clauses. 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. Text can be previewed before inserting it, making it easy to choose the proper clause if there are multiple options with the same title or ID. Legal teams can benefit from creating a library of clauses for their specific practice areas and frequently used contracts or forms, streamlining workflows and achieving higher consistency and accuracy. See Figure 1.

 

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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