Case Management

Filevine

Multi-product platform — 2 products.

HQ United States Employees 820 Funding $226.1M Updated 2026-04-20
#07 / 1,686 rlegaltech 500 · overall #82 / 116 Hype rank
Filing & Compliance #01 / 70
Workflow rank
Client & Matter Lifecycle #02 / 55
Workflow rank
Billing, Time & Finance #02 / 33
Workflow rank
What it is Overview

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.

Products within Filevine

Lead Docket

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

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.

Integrations 43 platforms

Platforms Filevine integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

Community ratings Coming soon
Upcoming webinars Pipeline pending
Alternatives 6 in Case Management

Other Case Management vendors in the directory. "Compare" pages are editorial and coming as we build them.

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