Connect Filevine to Shift so you can merge all your web apps into your browser
Download ShiftWhat is Filevine?
Filevine is a cloud-based legal case and matter management platform for law firms, legal teams, and government legal operations. It centralizes matters, documents, tasks, deadlines, contacts, client communications, billing, and reporting in a configurable, no-code environment.
Filevine includes document tools (Docs, Docs+), a patented living-document format (.vine), DocGen templates for one-click document assembly, and unlimited document storage with OCR, version control, redaction, Bates stamping, and secure sharing. The platform embeds AI capabilities—LOIS, AIFields, AI Doc Review, and real-time deposition transcription—for drafting, research, analysis, and document review. It also supports e-signatures, online payments, Periscope reporting, DataBridge exports, and partner-assisted onboarding. Filevine emphasizes security with AWS hosting and references to SOC 2, HIPAA, and ISO certifications. Pricing is quoted per customer to reflect firm size and product mix. Filevine can be used alongside other tools you keep in Shift to centralize legal workflows without losing access to complementary apps.
How Filevine works in Shift
Adding Filevine to Shift brings your matters into the same organized browser workspace where you keep email, billing, research, and client portals. In Shift you can stay signed into multiple Filevine accounts at once—useful for firms with separate orgs, regional instances, or external vendor logins—so you won’t sign out or juggle profiles when switching matters.
Build Spaces for recurring workflows (intake, litigation, billing) that group Filevine with related apps and tabs. Smart Links and Shift’s apps route URLs to the correct Filevine account automatically, and persistent sessions restore your open matters, drafts, and tabs after restarts. This setup reduces tab overload, simplifies context switching, and speeds routine tasks like document assembly, client follow-ups, and deadline review.
Alternatives to Filevine
- Clio — A mature, broad-market practice management platform with deep integrations, a large partner ecosystem, and tools aimed at small-to-mid firms; teams choose Clio for wide app compatibility and straightforward pricing tiers.
- MyCase — Focuses on usability and accessible pricing for small and mid-size firms, offering easy onboarding and simple billing features; it’s common when firms prioritize speed-to-value and cost predictability.
- CASEpeer — Built for personal-injury firms and includes PI-native workflows for intake, medical lien tracking, and settlement pipelines; PI practices may prefer CASEpeer for niche features tuned to injury case lifecycles.
FAQ
1. How much does Filevine cost per month?
Filevine pricing is provided via custom quotes and varies by firm size, selected modules, and implementation needs; contact Filevine for a tailored estimate.
2. How does Filevine compare to Clio?
Filevine emphasizes configurable, no-code matter automation, document assembly (.vine), and embedded AI capabilities. Clio focuses on broad-market practice management and a large integrations ecosystem. Firms choose based on required automation depth, industry fit, and third-party integrations.
3. What are Filevine payments?
Filevine Payments lets firms accept online payments and integrates invoicing into matter workflows. Availability and pricing depend on your Filevine configuration and payment processor setup.
4. Is Filevine secure and compliant?
Filevine is hosted on AWS and references security attestations such as SOC 2, HIPAA, and ISO certifications. Firms should review Filevine’s current security documentation and contractual terms for specific compliance needs.

