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Legal Case Management Software

Case, matter, and project management for your complex work

Legal work is complicated, but Filevine’s Case Management software makes it manageable with one centralized workspace for everything you need to power your business.

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Operational challenges: Why legal teams switch to legal workflow software solutions

Artificial intelligence is upending how BigLaw, in-house corporate counsel, government agencies, and also smaller practices work at an unprecedented pace. According to the Thomson Reuters 2026 “Report on the State of the US Legal Market,” the AI revolution has sparked a high-stakes arms race for best-in-class legal technology. Law firms' average spending on technology, such as AI-powered case management software solutions, has increased by 9.7% in 2025 alone. Relying on outdated solutions to fight modern legal battles is no longer an option. While the ultimate goal, delivering exceptional legal outcomes, remains the same, getting there in the most efficient way by leveraging state-of-the-art legal workflow software is key.

Law firms: Driving efficiency to reimagine the billable hours business model

Whether you are a nimble boutique practice or a multi-state firm, the traditional business model of charging clients billable hours is being challenged. Clients are demanding more flexible pricing structures, automated services, and in some cases partnerships with alternative legal service providers (ALSPs) to reduce costs.

For big law firms, this means finding ways to stem the tidal wave of administrative overhead. Small to mid-sized legal teams need to keep their highest-paid attorneys focused on high-impact activities rather than have them bogged down in ancillary duties such as completing manual intake forms, chasing client signatures, and piecing together timelines. GCs and clients will continue scrutinizing activities and demand more dynamic pricing models. Integrating best-in-class legal workflow automation is thus a top priority.

The power of our best-in-class legal workflow automation

The Filevine law firm case management software serves as a unified command center for your entire operation, anchoring every email thread, calendar event, time entry, medical record, and case note directly to its specific matter file in real time. Because our software solution is entirely cloud-based (SOC 2 Type II compliant), you can instantly access documents, bills, or client contact information securely from any device. Operating from this single source of truth guarantees total organizational transparency and streamlines cross-departmental collaboration.

Editing Client Contract on Filevine Docs

Our law office case management software builds an absolute safety net around your schedule through automated, centralized calendaring that dynamically calculates critical dates. Our platform automatically updates your team's calendars and allows you to set escalation alerts for approaching deadlines. This enables you to complete your work faster with fewer errors, to confidently maintain compliance, and to concentrate fully on the essential aspects of your matter.

Dashboard activity Showing Case Management Activity and Personal Injury fields

Every legal team operates differently, which is why you can customize our case management software for lawyers. Flexible features, such as custom reports, are designed to specifically cater to your area of practice. By tailoring the Filevine platform to match your distinct operational workflows, you can centralize all matter information into a seamless, intuitive dashboard.

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Document Management

Document management for all your legal work

Documents are deeply embedded in Filevine’s Case Management Software, providing you with access to documents alongside your cases and tasks for better context, collaboration, and security. Search for documents, edit, split and combine PDFs, collaborate with your team, and do it all with unlimited document storage.
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Fee agreement documents

Centralize team and client communication

Improve client satisfaction by consolidating all communication into Filevine’s project feed through two-way texting, captured emails, integrated third-party tools, and more.

Filevine’s Outlook Add-In allows you to drag and drop attachments from your inbox directly into projects so nothing slips through the cracks.

Enhance Client Communication
Keep clients happy with easy in app messages

Centralize internal communication through auto-assigned tasks, leave notes for your team, and control visibility with user permissions.

No more circling back. You and your team can view, comment, and complete tasks within the context of each unique case in real time.

Vine screen overview of internal communication

Enhance client communication and streamline your workflows with Filevine's integrated client portal. Provide 24/7 access to case information, secure messaging, and online document sharing, all within a single, powerful platform.

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Timekeeping & Billing

Timekeeping and billing made easier

Streamlining timekeeping and billing for legal work is key for law firms to keep their competitive advantage in a cluttered market. By implementing an effective cloud-based platform, legal teams can manage their workflows more effectively and record data accurately, making it easier to tackle any challenges they may encounter while managing financial accounts or client information. This will lead to a more efficient and profitable environment for legal professionals.

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Features of the Filevine legal workflow automation software

Cloud based management

Cloud-based Case Management Software

Filevine is accessible in the office and on-the-go. Go paperless with both desktop and mobile versions that keep you flexible and secure.

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Custom Reports

Make your data work for you with instant custom reports and creative dashboards using any data point inside of Filevine. Get alerts for the information you care about.

Calendars in Filevine

Calendars & Deadlines Features

Never miss deadlines. Automate task flows, and deadline chains to ensure nothing slips through the cracks. Filevine helps you keep track of future meetings, hearings, or trials.

Integrations in Filevine

Powerful Integrations

Filevine integrates with a number of leading tools used by top legal teams that help you get work done. Leverage these partnerships to take your business further.

Customizable to your needs

Case Management Workflows

Every firm, legal team, business, and organization is unique. Filevine’s Case Management Software can be customized to fit your team’s needs and workflows.

Timekeeping is easy with Filevine

Timekeeping

Launch the timer from anywhere inside Filevine. Track your time within the context of your legal work from within a project or a scheduled meeting on your calendar.

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Bulk Invoice Generation

Finalize multiple invoices simultaneously, generate professional PDFs in bulk, and download them with a single click, saving you time and enhancing your billing process

Contact Management

Contact Management

Create custom contact fields that fit your organizations workflows. Boost your reporting and automatically pull your custom fields into your reports and documents.

Collaborating with Filevine

Team Management

Utilize advanced permissions to provide and revoke access to sensitive data, automate team assignments, and report on staff productivity.

Uncovering hidden costs and tangible savings of case management

Accurately calculating the ROI of a legal workflow software is a complex task. While the basic ROI formula [(Cost savings and increased production - Investment) / Investment] seems straightforward, as with a legal case, the catch is in the fine print and indirect costs can easily be overlooked. These include:

  • The hidden tax of a paper-heavy practice: A paper-reliant practice can face severe inefficiencies through avoidable lost labor. Research indicates that information workers waste approximately six hours every week dealing with bad document management. This can equate to a loss in total worker productivity of up to 21.3% (or roughly $19,732 per worker annually).
  • The burden of legacy IT and fragmented applications: Operating multiple disparate software applications, licenses, or maintaining in-house servers is complex and costly. Besides the initial purchase costs, firms also need to account for ongoing maintenance, the cost of downtime, and disaster recovery.
  • Mitigating risk and reducing staff turnover: Low case quality and disorganized files increase the risk of costly malpractice claims. Even strict standard operating procedures can never completely eliminate the risk of human errors when it comes to mundane, repetitive tasks. Additionally, providing your team with an intuitive-to-use case management software reduces workplace stress and attrition (which reduces hiring and training costs).

Download our white paper on “Using ROI to Choose a Case Management System” to learn how the Filevine legal case management software can help your law firm or department increase revenue by accelerating operational performance.

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Frequently Asked Questions

What is legal case management software?

Legal case management software is a cloud-based platform to help legal teams and law firms better organize their cases. It offers various tools like document storage, task tracking, and cloud-based collaboration. It acts as an all-in-one solution for dealing with cases more efficiently. 


From allowing users to quickly access essential client information to streamlining communication within the team, legal case management software makes it easier for law firms to stay organized and work smarter. Providing many features to manage communications and optimize productivity is becoming mandatory for legal teams of all sizes.

How secure is my data with legal case management software?

Filevine utilizes best-in-class compliance, privacy and security programs to protect your data. Filevine is hosted on AWS, the world’s most secure cloud platform with over 200 data centers globally.

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What if my client needs access to a case or project?

Filevine offers unlimited guest access so your clients and outside counsel can interact with your cases and projects with permissions that you set.

Can I customize legal case management system to fit the needs of my law firm?

Yes, with Filevine's Legal Case Management System, you can customize the platform to fit the specific needs of your law firm.

We offer a flexible, user-friendly platform that allows you to tailor the system to your firm's unique workflows and processes. With customizable templates, automated workflows, and integration with other tools and software, you can create a system tailored to your firm's specific needs.

For example, if your law firm specializes in personal injury cases, you can customize your case management system to include specific case types, custom intake forms, and automated workflows for handling medical records and insurance claims.

This customization can improve efficiency, streamline communication and collaboration, and provide a more streamlined experience for your clients.

Can I migrate data from my existing legal software to Filevine’s platform?

Absolutely. We offer comprehensive data migration services to ensure a seamless transition from your legacy systems or other software providers. Our dedicated implementation team works closely with you to securely map, transfer, and verify your existing contacts, documents, and case notes so you can resume work without costly operational downtime.

Does the Filevine legal case management software integrate with tools we already use?

Yes, Filevine has over 2,000 potential integrations. Our case management software can act as the central hub of your daily operations. Our platform integrates seamlessly with industry-standard tools including Microsoft 365, Outlook, Google Workspace, and various accounting software applications.

Is your software compliant with government and healthcare data regulations?

Yes. We understand that government agencies and firms handling medical records require elevated compliance standards. Our platform supports HIPAA compliance for handling Protected Health Information (PHI) and meets the rigorous data governance and audit trail requirements necessary for public sector legal departments.

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Find out how we can help you from our team of legal work fanatics.

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