Skip to main content
Platform

AI Legal Assistant for Law Firms & In-house Legal Teams | Filevine

April 30, 2025

Filevine’s AI legal assistant, LOIS, gives you instant, conversational access to your case data, right where you work. Whether you're prepping for court, catching up on case status, or reviewing documents, get fast, accurate answers directly from your project files.

Chat with your case, uncover key details, and act faster without toggling tools.

LOIS provides a secure platform, is SOC 2 Type II compliant, and is one of the few FedRAMP-authorized, fully integrated AI legal assistants.

Key Features of Filevine’s AI Legal Assistant

FilevineAI offers a unique combination of power and simplicity, providing a range of features designed to enhance your legal experience:

  • Instant Access to Case Information: Get the information you need, when you need it, without manual searching.
  • Natural Language Interface: Ask questions in plain English, just like you would talk to a colleague.
  • AI-Powered Insights: Go beyond simple summaries and uncover critical insights, identify potential risks, and strengthen your decision-making.
  • Pre-Built Prompts: Leverage a library of pre-defined prompts for common legal questions and analyses.
  • Customizable Prompts: Tailor prompts to your specific needs by specifying date ranges, team members, activity types, and keywords.
  • Native to Filevine: Filevine’s AI chat feature is built directly into Filevine, respecting existing permissions and providing a unified workflow.
  • No Configuration Required: Start chatting with your case immediately, with no complex setup or training needed.

SOC 2 Type II Compliant & FedRAMP Authorized Legal AI Software

We built Filevine’s AI Legal Assistant, with enterprise-grade security architecture to meet the demands of law firms, corporate legal teams, and government agencies.Your files are stored securely in our SOC 2 Type II, HIPAA-compliant, ISO 27001/2-certified environment. Our Legal AI Software is also FedRAMP authorized as we meet the most rigorous U.S. government security assessment standards and are compliant with the cybersecurity guidelines set by the National Institute of Standards and Technology (NIST).

Unlike public AI models that actively train on your inputs, Filevine’s AI solution for legal professionals operates within a closed-loop environment. When you ask our legal AI software a question about a high-stakes merger, a confidential deposition, or proprietary corporate data, that information never leaves your secure environment. It is never used to train external large language models (LLMs) or exposed to third parties.

From Insight to Action: Advanced Legal Drafting & Multi-Document Review

As Einstein put it, “Information is not knowledge.” With LOIS, we take it one step further and make acting on information relevant to your case seamless. Filevine’s AI legal assistant LOIS's capabilities extend beyond simple search and summarization. Our AI empowers you to draft sophisticated legal documents in a fraction of the time. It can support complex research and tasks within a workflow that is fully grounded in your matter data, using the exact facts from your workspace.

Furthermore, our multi-document review capabilities allow you to synthesize data across massive, disparate files. Tantamount to a panopticon, our legal AI solution can observe all information stored across numerous files to map out chronological inconsistencies, highlight conflicting testimony, or provide you with a unified narrative of a complex case. This provides you with an analytical advantage and the ability to develop a cogent line of arguments and a deep understanding of all facets of a matter before you even walk into the courtroom or a boardroom.

Ask, Learn, and Act—Without Leaving Filevine

Filevine’s AI legal assistant lets you ask natural language questions about your case and receive immediate, relevant responses. From factual summaries to analysis and next steps, you can chat with your case to surface the information that matters most—on demand.

This functionality is built into the platform and works across your notes, documents, events, activity feed, and more.

Analysis Prompts: Uncover Critical Insights

Go beyond simple summaries and leverage FIlevineAI's analytical capabilities to gain deeper insights into your cases:

  • Find Discrepancies: Identify inconsistencies or contradictions in key facts, dates, events, or testimony. 
    • Example: "Are there any discrepancies in medical treatment in this case I should be aware of?"
  • Follow Up: Uncover gaps in information, unanswered questions, or areas requiring further investigation. 
    • Example: "Are there any concerns with liability in this case?"
  • Tasks to Create: Identify potential tasks based on the case activity and information.
  • Next Steps: Get suggestions for productive next steps to move the case forward. 
    • Example: "What can I do to move this case forward?"
  • Red Flags: Surface potential risks, ethical concerns, or conflicts of interest. 
    • Example: "Tell me all the red flags." "What are the strengths and weaknesses of our case?"

Prompt Customizations: Tailor Your Requests

While FilevineAI offers pre-built prompts for common questions, you also have the flexibility to customize your requests and dig deeper. Refine your prompts to focus on the specific information you need, whether it's related to a particular timeframe, a specific team member's actions, or key aspects of your case data. You can get as specific as you need with your questions.

Dig Deep into Your Cases with the Power of AI

Filevine’s AI legal assistant isn't just for quick summaries. It's a powerful tool for uncovering obscure details and gaining a level of understanding that would be impossible with traditional methods. You can ask very specific questions, reference documents, and even have a dialogue with your case data. Here are some examples to illustrate the possibilities:

Overview & Status Updates

  • "What's the latest on the Johnson case?"
  • "Catch me up on the Smith v. Acme Corp. case."
  • "How is the Anderson Negligence case going?"

Fact-Finding

  • "Is there continuous use of the Medtronic Infuse device for at least 1 year in the medical records on file?" 
  • "What types of documents have we received from Dr. Jones?"
  • "What is the defendant's insurance policy limit?"
  • "When did we serve defendant discovery, and what was their response?"
  • "Who is John Doe, and what is his relationship to the plaintiff?"

Analysis & Insight

  • "Are there any discrepancies in the medical treatment dates between Dr. Smith's records and the hospital records?"
  • "Which injuries will cause the most pain and suffering for this client, according to the medical reports?"
  • "Summarize all communication with opposing counsel regarding settlement offers."
  • "Are there any inconsistencies in the plaintiff's statements across all depositions?"
  • "What are the next steps I should take in the Miller Malpractice case?"

Document Specific

  • "What is the policy number mentioned in Exhibit A?"
  • "Find all instances of 'prior injury' in client medical records."
  • "Summarize the key findings in Dr. Lee's report."

Learn more about LOIS.

Domain-Specific to Your Practice Group Requirements

Legal work is not one-size-fits-all, and neither is our AI. Filevine’s AI Legal Assistant adapts to the distinct complexities of your specific practice area and organizational structure:

  • In-House & Corporate Counsel: Facilitating the review of vendor contracts, validating legal compliance of internal policies, and providing instant, accurate answers to legal questions of your management team and C-suite (Learn more about our solutions for in-house legal teams).
  • Personal Injury & Mass Torts: Distilling thousands of pages of medical chronologies. Flagging missing treatment dates, highlighting pain and suffering markers, and summarizing insurance policy limits and clauses. (Learn more about our solutions for personal injury lawyers).
  • Complex Litigation: Supporting you in conducting matter and case research and formulating strategy, effectively acting as your deposition co-pilot. Tasks our AI legal assistant can seamlessly support include cross-referencing witness statements or providing you with comprehensive reference case summaries.

FAQ: Legal AI Assistant

What is an AI legal assistant, and how does it work within Filevine?

An AI legal assistant is an advanced artificial intelligence tool designed to help legal professionals automate routine tasks, analyze complex data, and extract actionable insights. Within Filevine, the AI assistant is natively integrated into your workspace. It acts as a conversational partner, allowing you to ask natural language questions about your specific case files, documents, and notes, returning instant, accurate answers drawn directly from your own data.

Is the AI legal assistant secure?

Yes, security is our top priority. Filevine’s AI operates in a closed-loop environment. Our platform is SOC 2 Type II compliant and utilizes enterprise-grade encryption to ensure attorney-client privilege is never compromised.

Will the Filevine AI Assistant train on my client's data?

Your confidential case data, client information, and internal communications are never used to train public large language models (LLMs).

Does Filevine’s AI hallucinate or make up case law?

No. Filevine's AI is uniquely "grounded" in your specific project files and documents. When you ask a question, it searches your actual case data for the answer rather than pulling from the open internet. This dramatically reduces the risk of "hallucinations" (invented facts or fake case law) because the AI is strictly analyzing the truth contained within your own uploaded documents.

Can the Filevine AI legal assistant help me draft legal documents?

Yes, beyond answering questions and summarizing facts, Filevine’s AI can help you draft initial legal documents, such as demand letters, client memos, status updates, and customized correspondence.

What types of legal teams benefit most from an AI assistant?

Filevine’s AI is highly versatile and is used extensively by private law firms (from solo practitioners to Big Law), in-house corporate legal departments, and government legal agencies. It is particularly powerful for document-heavy practices like Personal Injury, Mass Torts, Corporate Law, and Complex Litigation.

Can the Filevine legal AI software analyze multiple documents at the same time?

Yes. One of the most powerful features of our AI legal assistant is its ability to conduct multi-document reviews. You can ask a question that requires the AI to synthesize information across a police report, multiple medical records, and a witness deposition simultaneously.

How long will it take my team to learn how to use Filevine's legal AI assistant?

Because the interface relies on natural language processing, the learning curve is incredibly short. There is no complex coding or Boolean search logic required. If you know how to ask a colleague a question via text message or chat, you already know how to use our AI legal assistant.

See all that Filevine can do with a customized demonstration from our team