Filevine is case management built for litigation-heavy firms — especially personal injury and mass tort — that need to track hundreds of open cases with complex document and deadline requirements.
Capabilities
Spans 5 product areas: Case Management, Contract Lifecycle Management, Document Automation and Assembly, Document Management, Workflow Automation.
Workflow Coverage
Based on published feature listings, this tool maps to 6 workflow areas:
- Document Review & Management — Document Management, Document sets/Packages Supported, Extranets or Portals for Document Sharing, Version Control (+9 more)
- Document Drafting & Automation — Automated Document Generation and Assembly, Conditional Logic Support, Language Support for International Languages, Process Automation (+8 more)
- Filing & Compliance — Encryption in transit, Access Controls, Encryption capabilities, Data Loss and Malware Prevention (+3 more)
- Firm Operations & Growth — Integrations with Document Management Systems, Integrations with CRM, Integrations with Digital Signature Apps
- Communication & Collaboration — Collaboration Tools for Document Automation, Integrations with Business Process Systems, Integration with Microsoft Teams
- Client & Matter Lifecycle — Client Intake
Workflow mappings derived from published feature lists. Not independently verified.
Company Info
- Funding: $226.1M
- HQ: United States
- Sector: Legal Practice Management, Document Management
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Platform Products
Lead Docket Practice Management
AI-powered legal intake and lead management platform, part of the Filevine ecosystem. Automates client intake, prioritizes high-potential leads with LeadsAI, and tracks marketing attribution. Capterra: 4.9/5 (62 reviews). Software Advice: 4.9/5 (62 reviews). Software Finder: 5/5 (8 reviews). 2-10 employees, Morgantown, WV. Integrates with CASEpeer, VXT (AI call transcription), LegalRev. Has dedicated implementation consultancies (Docket Launch LLC, Legal Intake Pros, Vineskills). Reddit confirmed as Filevine-owned — ‘great for marketing attribution.’ Online intake forms, e-signatures, automated workflows, lead source tracking.
Company Info
- HQ: Morgantown, West Virginia, USA
- Parent: Part of Filevine ecosystem
- Rating: 4.9/5 (62 reviews on Capterra)
- Sector: Legal Intake / CRM
What We Haven’t Verified
This page was assembled from publicly available information. LeadsAI capabilities not independently benchmarked. Feature claims based on vendor materials and review site data.
Parrot Case Management
Parrot is deposition and litigation workflow software built around remote court reporting, fast transcript delivery, AI deposition summaries, and AI medical-record chronologies. The product is strongest for plaintiff firms, insurers, and litigation teams that need usable transcript output the same day instead of waiting weeks for a traditional reporting workflow. Parrot was acquired by Filevine on April 23, 2025, but the brand is still active and independently marketed, so it should remain a separate entry for now.
Company Info
- Founded: 2018
- Team size: 51-200 employees
- Funding: $14.3M
- HQ: United States
- Sector: Litigation
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Filevine is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Filevine addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
New client calls the office, receptionist takes notes on paper, conflict check takes 48 hours — by then the prospect hired the first attorney who picked up the phone
Attorneys reconstruct their day at 9pm, guessing at time entries — studies show 10-15% of billable hours vanish when you don't track in real time
Documents scattered across email, shared drives, attorney desktops, and filing cabinets — paralegal can't find the key document when it's needed for court or a deposition
Managing 200+ open PI cases with medical records, deadlines, and lien tracking in spreadsheets — one missed statute of limitations and the firm faces malpractice
Firm uses separate tools for intake, documents, billing, and e-signatures that don't talk to each other — opening a new matter means entering the same client info 4 times across systems that should but don't share data
Where it fits in your workflow
Before Filevine
Lead comes in (web form, call, referral) → Lead Docket captures + scores → automated follow-up sequences → intake form + e-signature → case opened in Filevine
After Filevine
Case phases tracked (investigation → demand → negotiation → litigation → settlement/trial) → documents filed per phase → deadlines/statutes monitored → time tracked → settlement disbursement → case closed
Integrations & hand-offs
Lead Docket → Filevine (intake to case). Filevine → VineSign (e-signatures). Filevine → accounting/billing. Filevine → client portal (status updates). Zapier/API for third-party integrations.
Also used by similar teams
Community Data
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