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Document Management

Connect Your Document Management Experience

Powerful, cloud-based document management technology is what your team needs to meet ever-increasing workload demands. Filevine transforms how you work collaboratively and organize your documents for peak performance.

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Unlimited Search, Collaboration, & Storage

Frustrated by rising storage costs & lost documents? Tired of struggling to collaborate simultaneously on documents with your team?

Docs by Filevine solves these problems and more. With unlimited storage, powerful search capabilities, and easy version control, you can enhance your document management and focus on what matters most—your cases.

Storing and using documents in Filevine is extremely efficient

Docs+ customers get unlimited storage. No additional fees or per-user storage limits: upload and create as many documents as your caseload demands in Filevine.

Optical Character Recognition (OCR) technology uses visual recognition to make text searchable within documents like PDFs and JPGs. With OCR in Filevine, locating the specific files you need is incredibly easy.

Poor information security practices can leave your legal team vulnerable. With Filevine, your files are secure in our SOC 2 Type II, HIPAA compliant, ISO 27001/2 certified environment.

Creating and editing the documents you need has never been easier

DocGen allows you to create the documents you need in an instant.

Automatically create intuitive files with Document Generation in Filevine. Using variables and data from your caseload, DocGen provides the new file with the click of a button.

Templates keep your processes consistent and reliable

Every legal team has a set of documents needed for continuously repeated processes. To take away the repetition and risk of error from this process, DocGen templates leverage easy to use codes that fill in available data automatically.

Complete editing control of your documents

Working with text files is simple in Filevine. Additionally, the Docs+ in-line editing tool enables users to redact, annotate, apply text changes, and more to a PDF.

Working together is fast, simple, and secure.

In Filevine, clicking on a stored document allows users to preview it within the platform. Unsure whether you’re about to open the right document? Save time by previewing it in Filevine.

If your team needs to send documents for viewing and download, they can create a two-way share link. A password is also assigned for the secure transfer of your documents.

Locking a document in Filevine ensures your co-workers cannot overwrite the changes you’re applying to it. Plus, version control allows you to revert to older editions of a document as needed, meaning you never have to worry about securing your work.

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