Case Management · Platform Profile
Filevine is a cloud case management platform with roots in plaintiff practice — now a ~$3B company spanning intake (Lead Docket), e-signature, depositions, and an agentic AI console called LOIS.
Filevine, founded in 2014 and headquartered in Salt Lake City, is a cloud platform for managing legal cases and matters from intake through resolution: matter management, document management and assembly, task and deadline tracking, billing and timekeeping, and business analytics in one system. Its historical base is plaintiff personal injury and mass torts, but it now markets to insurance defense, immigration, family law, government, and in-house teams.
Much of its breadth came by acquisition: Lead Docket (2020) supplies intake and lead management, Outlaw (2021) became its contract lifecycle product, Vinesign is its native e-signature, and Parrot (April 2025) became Depositions by Filevine. Since 2023 it has layered AI onto the platform — demand drafting, medical chronologies, document data extraction — and in June 2026 launched LOIS (Legal Operating Intelligence System), an agentic AI console that runs tasks across matters and writes results back into the system of record.
The company announced $400 million in funding across two rounds in September 2025, led by Insight Partners, Accel, and Halo Fund, at a reported valuation near $3 billion, citing nearly 6,000 customers and more than 100,000 users. It has also announced an AI legal research product positioned against the traditional research platforms.
Strongest historical base in plaintiff PI and mass torts, now sold well beyond it — insurance defense, immigration, family law, government, in-house. Serves solo through large firms, with its configurability (custom projects, fields, workflows) most valuable to firms with the operational maturity to use it.
| Vendor | Filevine, Inc. — independent, venture-backed |
|---|---|
| Founded / HQ | 2014; Salt Lake City, UT |
| CEO | Ryan Anderson (founder) |
| Category | Cloud legal case/matter management platform |
| Scale | ~6,000 customers, 100,000+ users (Sept 2025 company figures) |
| Funding | $400M across two rounds announced Sept 2025 (Insight Partners, Accel, Halo Fund); ~$3B reported valuation |
| Acquisitions | Lead Docket (2020), Outlaw (2021), Parrot (2025), Pincites (2025) |
| Pricing model | Quote-based; no published pricing; AI products priced separately |
| Website | filevine.com |
Filevine increasingly wants to be the whole stack: intake (Lead Docket), signatures (Vinesign), depositions (Parrot), contracts, and now an AI console that operates across all of it. For firms, that consolidation cuts integration seams — and concentrates vendor risk in one relationship. The AI products are generally separately priced add-ons, so the sticker and the ceiling differ.
Its open API and integration marketplace keep it usable as a hub for third-party tools — EvenUp, for instance, syncs documents bidirectionally with it — so a Filevine firm can still mix third-party AI on top rather than committing to the in-house suite.
No — its roots and largest user base are plaintiff-side, but it now markets to insurance defense, immigration, family law, government, and in-house teams.
AI products such as MedChron and Demands AI are generally separately priced add-ons. The LOIS console launched in 2026 with a free-to-try tier.
Yes — full intake and lead management is Lead Docket, an acquired product sold alongside core Filevine, though the two are tightly integrated.
Projects, fields, and workflows are configurable per practice area without code; deeper automation uses its API and integration marketplace.
Systems firms typically evaluate alongside Filevine — competitors, complements, and the adjacent layers of the same stack.
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This page is an independent editorial overview published by Maestro Strategic Partners, an operations and AI consultancy for plaintiff law firms. Maestro is not affiliated with, sponsored by, or endorsed by Filevine, Inc. Filevine and related marks are the property of their respective owners; they are used here for identification only. Product details verified as of July 2026 and may have changed — confirm specifics with the vendor.
