Filevine's Future is Supercharged with AI, Transforming How Attorneys Work
Filevine tracks every action in a project in the activity feed. Team members can communicate through comments and records and follow details such as who completed an activity and when. Having all this information in one location facilitates information sharing and makes it simple to stay informed about a case.
Latest Developments and Updates
The first step toward providing Filevine users with an AI virtual assistant tool is SidebarAI. The support tool offers summaries of the most recent developments in a case project and responds to "how-to" queries to assist users in navigating the Filevine platform. AIFields helps law firms looking to analyze documents more efficiently, conduct fact-checking more quickly and accurately, and drastically reduce the number of human hours required to comb through pertinent case documents and files. All of this can be done securely, directly from within Filevine.
Filevine Payments
Filevine Payments allows firms to accept ACH, credit card, and debit card payments and to track, automate, and customize payment collection.
Improve Collaboration and Focus
The concept that information grows in a case, like how leaves grow on a vine, is the source of the name Filevine. Filevine's leaves centralize documents, tasks, emails, and more, relieving users of the need to remove these leaves from multiple places and apps. Attorneys and paralegals easily collaborate within the firm with Filevine's one platform, which gives them access to all their leaves in one location.
Filevine leverages the power of artificial intelligence (AI) to streamline the legal process from client intake to billing. The platform offers several AI-powered features that automate tasks, free up time, and improve efficiency.
Figure 1
Users will find they spend a lot of time on the Activity Feed, including SidebarAI, which contains key case information. The center panel displays the key communications among team members as well as the client. On the right side of the screen, the powerful SidebarAI is displayed, providing users with assistance for their case.
SidebarAI is an AI-powered chatbot designed to facilitate communication and help users navigate the Filevine platform successfully and quickly. It can offer advice, condense situations, and instantly respond to "how-to" queries.
Lead Docket
Lead Docket is an efficient lead intake management solution with automatic processes to guarantee each lead is promptly followed up, and tasks are clearly defined. It also helps manage and retain leads.
LeadsAI, developed by Filevine, allows teams to manage leads from any marketing source in one location easily. It features lead summaries and predictive analysis to streamline and accelerate legal intake and lead management.
The AI-powered function creates a well-written synopsis of all data entered in a lead intake form, empowering intake teams to make judgments more quickly and efficiently. Additionally, LeadsAI predictive analysis for MVA (motor vehicle accident) helps determine whether a new lead should be signed, directed out, or rejected, eliminating guesswork in case qualification. An AI-powered fee prediction for possible scenarios provides vital information in determining whether a case would benefit the firm.
Workflows and Activity Feeds
A firm can customize workflows inside Filevine to follow its procedures for every stage of a project or case, ensuring no processes are overlooked.
Filevine's automation feature presents the subsequent task in the workflow as each step or task is completed, taking into account the outcomes of the previous action. For instance, an engagement letter is generated and made available for the user to edit as soon as the prospective client is accepted.
Filevine tracks every action in a project in the activity feed. Team members can communicate through comments and records and follow details such as who completed an activity and when. Having all this information in one location facilitates information sharing and makes it simple to stay informed about a case. The communications, tasks, and documents in a case (the leaves) appear in the feed as they are created. Additionally, users have access to SidebarAI for additional information and insight.
SidebarAI
SidebarAI is an AI-powered chatbot designed to facilitate communication and help users navigate the Filevine platform successfully and quickly. It can offer advice, condense situations, and instantly respond to "how-to" queries. SidebarAI can present summaries of every case, topic, or project's activities during the previous seven days.
To utilize SidebarAI:
Click the message symbol in the upper right corner of the screen. Then click SidebarAI to initiate a new message conversation. Type your query into the text field and select Send. SidebarAI will look through the Help Center and provide the pertinent details in its response.
See Figure 1 on the previous page.
Figure 2
AIFields can show inconsistencies in documents and depositions, highlighting areas needing attention for a case. The example above shows discrepancies between a witness statement and an accident reconstruction. This process takes mere minutes compared to hours of a team member's time culling through documents.
Filevine Payments
Businesses may accept ACH, credit card, and debit card payments to help streamline billing and payment collection, thanks to Filevine Payments. Through a link included in an invoice, clients can pay invoices online. Payments are applied immediately to the client's account, and invoice statuses are updated instantly.
Integrations
In addition to tight integration with Microsoft Office, Filevine offers an open API and plays well with other applications, allowing users to customize Filevine as a single location for daily tasks. The most common integrations include Zapier, Slack, and Google (calendar, Gmail). Filevine's integration with DOMO provides access to reports that will drive efficiency across all matters.
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.
Pricing
Timekeeping, billing, and payments are all included in Filevine licenses, along with cloud-based case and task management, scheduled reports, automated workflows, calendaring, team collaboration tools, Lead intake, case and issue management, document assembly, e-signatures, contract administration, data analytics, time tracking, billing, and payments are all included in Filevine's extensive range of natively created products.
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 AI-powered solutions custom-built with the legal user in mind. Powering 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 Buy Filevine?
- Payments by Filevine enables a firm to accept ACH, credit card, and debit card payments, and clients can quickly pay invoices via a link, which is applied directly to the proper account and updates payment status automatically.
- Combining automated workflows with collaborative document creation makes Filevine a powerful tool for law departments and firms to get more done in a fraction of the time.
See Filevine Today!
Find out more about Filevine by scheduling your demo today! And learn how Filevine can impact your business through our many podcasts, blogs, white papers, and more.
Additional Features
- Unlimited document storage, contact management, guest access, instant email or text communication, enterprise-level security, and powerful integrations. More modules are offered for an additional cost. For detailed pricing and further details, please contact Filevine.
Benefits
- Improve turnaround time for converting leads to clients
- Make data-driven decisions on individual cases as well as a management strategy.