Filevine

What is Filevine?

Filevine is a cloud platform for legal work used by law firms, government legal offices and in-house teams. Its services cover legal case management, contract management, document management, document assembly, e-signatures, time, billing and payments.

On top of that platform sits LOIS, the Legal Operating Intelligence System, which Filevine positions as the AI that runs the modern law firm across workflows, individual cases and whole case loads. The company says LOIS is built on 40M+ matters and a purpose-built legal graph, and that it reads across an entire caseload rather than one file at a time.

Part of the AI line came through acquisition: Filevine bought Pincites, an AI contract-redlining company, in a deal that closed in December and was described as its second major AI acquisition. The product is now sold as LOIS for Word, formerly Pincites.

Two facts shape most buying decisions. There is no public price list, because packages are quoted per firm, and the base subscription includes only metered AI access, with the fuller LOIS modules sold as separate packages.

Core features

Filevine's features split into the case and matter platform and the LOIS AI modules. Which modules a firm can use depends on the package it buys, so the list below describes capabilities, not a single default plan.

LOIS agents

• Firm-wide agents: LOIS Console runs AI agents across every matter in a firm rather than a single task for a single user.
• Acting on matters: Filevine says LOIS can set tasks, move deadlines and generate documents, with every action traceable to source.

AI legal research

LOIS Legal Research is Filevine's AI legal research module and is licensed separately from the base platform.

• Citation checks: every citation LOIS generates passes through a secondary verification layer and links to the underlying opinion; a case that cannot be verified is flagged as a potential hallucination for the lawyer to catch.
• Holding-level citator: it scans case law for higher-court decisions that narrowed, weakened or contradicted a specific holding, even decisions that never cite the original case by name.

LOIS for Word

• Playbooks: a one-click checklist of issues, pass/fail rules and prioritized risk scoring standardizes contract review.
• Feedback loop: when a user thumbs-down a suggestion or edits an output, LOIS for Word adjusts for next time.
• Matter context: deeper integrations that pull live Filevine matter context and related documents into Word drafting are described as still being built.

MedChron

• Record intake: MedChron classifies and organizes uploaded medical records with no manual sorting.
• Source links: its hyperlinked chronologies connect every insight to the original source document.

Legal case management software

The legal case management software is the base layer that the AI modules read from and write to.

• Documents: search, edit, split and combine PDFs and collaborate with unlimited document storage.
• Client portal: clients get 24/7 access to case information, secure messaging and online document sharing.
• Deadlines: the Timely extension generates court deadlines automatically for any jurisdiction in the country.

Guide

Trying LOIS Explore

1. Request the free trial. It is exclusively available to active legal professionals, including attorneys, paralegals and legal support staff.
2. Accept the LOIS Evaluation Agreement. The evaluation runs for the period stated in Filevine's order confirmation or, if none is specified, 90 days from first access.
3. Work in LOIS Explore: upload documents and ask questions, draft with every result cited to source, open legal research and the opinion reader, and use LOIS Console with Skills, all without a Filevine case connection.

Running a deposition with Filevine's deposition software

1. Before: pick a date and time; the deposition software books a court reporter (availability varies by state), sends Zoom links and reminders, and helps draft questions from uploaded case documents and your objectives.
2. During: it monitors live statements, tracks your goals, flags gaps in the record and suggests follow-up questions while transcribing in real time.
3. After: same-day rough drafts, AI deposition summaries and searchable video clips synced to the case file arrive, and the certified transcript can be ordered with one click.

Filevine use cases and examples

• Personal injury demands: Filevine says DemandsAI generates AI-enhanced demand letters in 15 minutes or less.
• Immigration filings: ImmigrationAI parses client documents and populates USCIS forms and questionnaires in up to 170 languages.
• Lead intake: Lead Docket includes up to 100 LeadsAI summarizations and up to 100 automation actions per user per month.
• Large caseloads: a Filevine case study describes a defense-firm shareholder using the platform to manage 125 active cases.

Who is it for

Filevine is built for organizations that practice law, not for individuals looking for legal help.

• Practice areas: Filevine targets personal injury, family law, mass torts, immigration, insurance defense, criminal defense and estate planning, plus prosecutors, public defenders, attorneys general, federal agencies and in-house counsel.
• Firm size: offerings are segmented for Big Law, mid-size, small and solo firms.
• Business users only: Free Access Subscriptions are only for business use, personal use is prohibited, and sign-up requires a valid business email.
• New evaluators: the LOIS trial offer is not available to current Filevine customers.
• Supervised use: Timely may only be used by a licensed attorney or someone under the direct supervision of a licensed attorney.

Platforms

• Browser: Filevine does not offer a separate mobile app at this time, according to its security FAQ; it runs in Chromium-based browsers such as Edge and Google Chrome on computers or smart devices.
• Conflicting statement: the case management page says Filevine has both desktop and mobile versions.
• LOIS for Meetings: available on iOS only, billed per user per month, and sold standalone or inside LOIS Advanced or LOIS Expert.
• App Store record: the lookup record for LOIS for Meetings lists iOS 16.4 or later, English only, a free download and a 4+ rating, as captured on October 4, 2026.
• Microsoft Word: LOIS for Word works inside Microsoft Word for drafting, review and redlining.
• Outlook: an Outlook Add-In drags email attachments directly into Filevine projects.
• Workstation: minimum requirements are a Pentium 4 or greater processor, 16 GB of RAM, 100 MB of disk space and a modern browser.
• Sign-in: SSO works with Microsoft Azure Active Directory and Google Authentication, plus Okta, Ping and other IAM tools.

Pricing

The pricing page shows no package prices: all packages are custom built for each team's needs. The free entry point is a LOIS trial with no credit card required, and LOIS Explore does not include Filevine Case Management.

LOIS packages differ in which AI modules they unlock:

Per-Project LOIS packages carry a contracted minimum number of Projects each billing year that is owed regardless of use, and unused Projects do not roll over. On termination, fees paid are non-refundable outside the stated exceptions and fees for the rest of the term become due. Unused Depo CoPilot depositions also do not roll over and are not refunded. A deposition counts once a recording starts in Depo CoPilot or an uploaded audio or video file runs 10 minutes or more.

Filevine alternatives

Practice-management suites with published per-user prices are the main contrast to Filevine's quote-only model.

• MyCase: offers a free trial with full access and no credit card required, and lists plan prices in USD per user per month.
• PracticePanther: advertises plans starting at $49/month.
• Westlaw and Lexis: for research alone, Filevine frames these as deep databases that were not designed around AI-native workflows; that is the vendor's own comparison, not an independent test.

The split is mostly about scope: Filevine bundles AI modules such as MedChron, deposition tools and LOIS for Word into negotiated packages, while the two suites above show a price before any sales conversation.

Limitations

AI output and professional responsibility

• Error-prone output: AI output may be incomplete, contain factual or legal errors or omissions, reflect training-data bias, and differ for substantially similar inputs.
• Verification duty: the subscriber is solely responsible for verifying output, including independently confirming citations and legal conclusions; Filevine is not a law firm, and using output creates no attorney-client relationship.
• Not a transcript: Depo CoPilot is not an official legal transcription and must not be relied on as the final or legally binding transcript.
• High-risk decisions: AI features may not be a substantial factor in decisions with legal or similarly significant effects on individuals without meaningful review by a qualified professional.

Free tiers and new services

• Free Access Subscriptions may be modified or discontinued at any time, may be less reliable than paid services, and have not had the same security or compliance scrutiny as paid services.
• Certain initial-release services may not have had the same security or compliance scrutiny as other Filevine services.
• During a LOIS evaluation, Filevine may limit the resources, features or usage volume at any time.

Uptime terms

The Subscription Agreement commits to commercially reasonable efforts for at least 99.0% availability measured over each calendar month. The security FAQ instead describes 99.0% uptime during standard business hours, Monday to Friday 8am–5pm MST, so the two pages define the window differently. Service level credits are the exclusive remedy for missed uptime, and a credit request must arrive within 10 days of the end of the affected month.

Security and compliance statements

• SOC 2 and HIPAA: the latest SOC 2 Type II audit included testing of HIPAA administrative, physical and technical safeguards, and Filevine says it endeavors to comply with the HIPAA Security Rule and HITECH Act.
• CJIS: one section of the security page says Filevine adheres to CJIS Security Policy 5.9.4 and is moving to 5.9.5, while its FAQ says Filevine is CJIS v5.9.3 compliant and working toward 5.9.4 and 5.9.5.
• ISO and FedRAMP: Filevine has completed its first ISO/IEC 27001 audit with certification still pending, and it is pursuing FedRAMP Moderate authorization.
• Encryption: AES 256 protects data at rest and TLS 1.2/1.3 protects data in transit.
• Backups: client data backups are redundant across multiple availability zones and AWS regions and run at least every 15 minutes, according to Filevine.

Reported security incident

An independent security researcher reported finding a live, fully scoped admin token to one law firm's entire Box file system through a Filevine subdomain. The researcher dates the discovery to October 27, 2025, and says Filevine confirmed the fix on November 21, 2025. According to the researcher, the incident involved a single law firm on a non-production instance, and no other Filevine clients were impacted.

Privacy and data handling

• Model training: third-party AI providers are contractually barred from using subscriber data to train or improve their models and do not retain it beyond the request, except temporarily for abuse monitoring.
• Filevine's own use: Filevine may use de-identified, aggregated data to improve and enhance its services.
• Ownership: the subscriber owns its data, including output generated from it, but output may not be unique.
• AI subprocessors: Anthropic PBC is listed for artificial intelligence processing, and OpenAI, L.L.C. appears on the same list for that purpose.
• Data location: data is stored at rest in United States data centers unless the Sales Order specifies otherwise.
• After termination: Filevine need not keep data beyond 30 days, and the subscriber must say within 20 days whether it should be destroyed or returned.
• Meeting recordings: LOIS for Meetings users are responsible for verifying output and for giving notices and obtaining consent from meeting participants. The recordings, transcripts and related meeting content are processed by AI service providers, including large language model providers, on Filevine's behalf.
• Policy scope: the privacy policy does not apply to personal data Filevine processes on behalf of its business customers.

FAQ

Q1. Does Filevine publish its prices?

No package prices appear on the pricing page. Plans are custom quotes; the product specifications describe billing units such as per user per month or per Project, and list a few fixed fees such as the Lead Docket text line.

Q2. Can I try LOIS for free?

Yes, through LOIS Explore, if you are an active legal professional and not already a Filevine customer. The evaluation defaults to 90 days from first access and does not include Filevine Case Management.

Q3. Do Filevine's AI providers train on client data?

The Subscription Agreement says third-party AI providers are contractually barred from training on subscriber data. Filevine itself may use de-identified, aggregated data to improve its services.

Q4. Is Filevine HIPAA or CJIS compliant?

Filevine says it endeavors to comply with the HIPAA Security Rule and that its SOC 2 Type II audit tested HIPAA safeguards. Its security page cites different CJIS policy versions in two places.

Q5. Is there a Filevine mobile app?

LOIS for Meetings is an iOS app. For the main platform, the security FAQ says there is no separate mobile app and points to Chromium-based browsers, while another page mentions mobile versions.