Filevine

What is Filevine?

Filevine is a platform designed to make billing and time-tracking smoother, helping users get paid faster. With Filevine Payments, professionals can focus on client conversations and managing their practice while the platform replaces manual billing processes — no more mailing invoices, waiting for checks, or tracking payments by hand. By making it easier to get paid, Filevine improves workflow and client service, since less time is spent on administrative billing tasks.

Who created Filevine?

Ryan Anderson founded Filevine in 2011. With a background blending law and software development, he set out to build legal case management software that changes how law firms operate. The company focuses on helping legal professionals simplify their work, become more efficient, and communicate better with clients. Today, Filevine is a recognized provider of cloud-based legal case management software, enabling law firms to refine their processes and achieve better outcomes.

Who is Filevine for?

• Lawyers
• Accountants
• Consultants
• Freelancers
• Real Estate Agents
• Contractors
• Graphic Designers
• Medical Practitioners
• Marketing Professionals
• Event Planners

How to use Filevine?

1. Getting around: Log in to your account and explore the dashboard.
2. Projects: Click “New Project” and fill in the title, a brief description, and team members.
3. Tasks: Within a project, use “Add Task” to set due dates, assignees, and descriptions.
4. Documents: Select a project and choose “Upload Document” to add files or entire folders.
5. Comments: Leave comments directly on tasks or documents to share updates or ask questions.
6. Reminders: Set reminders for tasks and important dates to stay on schedule.
7. Reporting: Use the reporting tools to track project progress.
8. Integrations: Explore available integrations to streamline your workflow and extend functionality.