Filevine Implementation & Consulting

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Sageness Legal Solutions helps law firms implement, migrate, and optimize the Filevine platform—so your team can work faster, communicate better, and make smarter decisions.

Filevine is a modern, AI‑powered legal work platform combining case management, document management, intake, e‑signature, billing & payments, analytics, and contract lifecycle management in one secure system. With a connected toolset and deep customization, firms of every size can streamline operations and deliver a standout client experience. 

•  AI assistant to chat with your case, generate summaries, and surface next steps
• Rules‑based calendaring & automated deadline chains (now with Timely by Filevine)
• Docs & Docs+ for unlimited, secure storage, OCR, redaction, and PDF editing
• Lead Docket intake with online forms, automated follow‑ups, and LeadsAI
• Built‑in timekeeping, invoicing, and Filevine Payments
• Native e‑signature with Vinesign
• Reporting & analytics with Periscope dashboards
• Robust integrations (Gmail/Microsoft 365 and more) and open extensibility
• Enterprise‑grade security and compliance posture (SOC 2 Type II, HIPAA‑aligned)

As a certified legal‑tech consultancy, Sageness implements Filevine end‑to‑end and adapts it to your practice:

• Implementation & Configuration – Workspace architecture, sections/fields, taskflows, rules‑based calendaring, client portal set‑up, permissions.
• Data Migration – Clean transfer of matters, contacts, documents, notes, tasks, and activity from legacy systems (e.g., server shares, legacy DMS/LCMS) with auditability.
• Process Automation – Intake to matter creation, lead routing, notifications, deadline automation, document assembly, AI‑assisted data mapping.
• Integrations – Email, calendar, accounting/ERP, e‑signature, telephony, data warehouses, and custom connectors (e.g., property management, finance, or case‑specific systems).
• Training & Change Management – Role‑based training, go‑live support, and continuous optimization.

Measurable adoption, clean data, and workflows your team actually uses.

Case & Matter Management

• Custom sections/fields, milestones, and activity feeds
• Automated deadline chains and rules‑based calendaring
• Task assignment, recurring tasks, approvals & reminders
• Built‑in client/matter communication (notes, comments, @mentions)
• Client Portal for 24/7 status, secure messaging, and document exchange

AI‑Powered Workflows

• Chat with Your Case: ask natural‑language questions across notes, docs, events
• AI Fields & AI Data Mapping: extract key facts from docs into structured fields
• Medical Chronologies and AI summaries with source links
• AI‑assisted deadline detection from court documents

Documents: Docs & Docs+

• Unlimited, secure document storage with granular permissions & audit trails
• Advanced PDF tools: OCR, redact, highlight, annotate, compare, and finalize
• Versioning, in‑document comments, and review workflows

Intake & Lead Management (Lead Docket)

• Online forms with conditional logic and translations
• Automated follow‑ups, referrals, and SLA‑driven workflows
• LeadsAI scoring/classification to prioritize high‑value leads
• One‑click convert to matter with mapped fields

E‑Signature (Vinesign)

• Send for signature via email or text; mobile‑first signer experience
• Templates & merge fields; completed docs file back to the case automatically

Timekeeping, Billing & Payments

• One‑click timers, activity capture, and expense tracking
• Invoice generation (hourly, flat, contingency) with trust/operating support
• Filevine Payments to request and receive online payments

Reporting & Analytics

• Flexible report builder across any project data, including custom sections
• KPI dashboards with Periscope for firm‑wide visibility and forecasting

Integrations

• Native email/calendar add‑ons (Gmail, Microsoft 365)
• Partner connectors (docketing, telephony, BI, accounting)
• API access and secure webhooks for custom extensions

Security & Compliance

• SOC 2 Type II–audited platform; HIPAA/HITECH‑aligned controls
• Role‑based access, encryption at rest/in transit, audit logs
• Options for CJIS‑aligned workflows in public sector environments

• Legal‑tech specialists with deep Filevine and intake/automation expertise
• High‑fidelity migrations from legacy systems with verifiable match rates
• Change management that sticks—processes designed for real users
• Scalable partnership as your firm grows (new practice areas, new automations)

 Let’s plan your Filevine rollout. 

Do you migrate our existing data and documents?
Yes. We map and migrate matters, contacts, activity, and documents from common legacy platforms and server shares, then validate with sampling and reports.

Can Filevine replace our DMS and intake tools?
For most firms, yes. With Docs/Docs+, Vinesign, and Lead Docket, your intake, document handling, and e‑signature live inside Filevine. Many firms consolidate multiple tools.

How does Filevine’s AI stay secure?
AI features run within the Filevine platform. We align with SOC 2 Type II and HIPAA‑related safeguards and maintain auditability.

What does Sageness need to start?
A short discovery workshop, read‑only access to sample data, and a primary internal champion. We handle the rest.Filevine, Vinesign, Lead Docket, Periscope, Docs, Docs+, Timely, and Outlaw are trademarks or registered trademarks of Filevine, Inc. Sageness is an independent implementation partner.