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Filevine Legal Case Management for Insurance from Filevine

Tracks litigation, claims, regulatory cases, contracts, compliance events, and reporting, with permissions and audit trails for data security in the insurance sector.

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Product analysis by function

Legal Case Management Software for Compliance and Legal

Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software More Compliance and Legal ...

Case Management
(8 Yes /8 Known /11 Possible features)

Document Management
(8 Yes /8 Known /11 Possible features)

Task and Workflow Automation
(7 Yes /7 Known /9 Possible features)

Compliance and Security
(6 Yes /6 Known /9 Possible features)

Integrations
(6 Yes /6 Known /8 Possible features)

Outside Counsel and Vendor Management
(8 Yes /8 Known /8 Possible features)

Billing and Financial Management
(6 Yes /6 Known /8 Possible features)

Reporting and Analytics
(7 Yes /7 Known /7 Possible features)

User Experience and Accessibility
(4 Yes /4 Known /8 Possible features)

Collaboration and Communication
(6 Yes /6 Known /7 Possible features)

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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel.		Filevine supports case/matter creation and assignment as a core function of its legal case management system.
Case Status Tracking Monitor the progress and current status of cases.		Tracks litigation, claims, contract, and compliance events, indicating ongoing case status tracking.
Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters.		System supports classifying cases by type (e.g., litigation, claims, regulatory), which is matter categorization.
Case Milestone Tracking Set and track key milestones and deadlines for each case.		The platform allows tracking key litigation and compliance event deadlines, covering milestone tracking.
Custom Fields Ability to add user-defined metadata or information fields to cases.		Custom fields are available for user-defined information in Filevine’s case files.
Search and Filter Advanced search and filtering by case attributes, status, or custom fields.		Filevine advertises robust search and filtering by case attributes and custom data fields.
Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously.		Bulk actions (close, reassign, update) are included according to Filevine documentation.
Linked Cases Link related cases for holistic review and management.		No information available
Case History Log Automatically maintain an audit log of all case activities and changes.		Audit trail is supported, indicating a case history log of all case activities.
Case Volume Capacity Maximum number of active cases the system can handle simultaneously.		No information available
Case Edit Speed Average time required to update or edit a case record.		No information available

Central Document Repository All case documents are stored in a secure, centralized digital repository.		All case documents are stored in a secure, centralized digital repository, highlighted on Filevine’s website.
Document Tagging Assign tags or categories to documents for easier search and organization.		Supports document tagging and categorization for improved search and management.
Full-text Search Supports searching full document text, not just metadata or filenames.		Filevine supports full-text document search according to feature lists.
Version Control Track revisions and enable rollback to previous versions of documents.		Version control is a listed feature for document management in Filevine.
Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text.		OCR capabilities are highlighted to make scanned PDFs and images searchable.
Bulk Upload/Download Upload or download multiple documents at once.		Bulk upload/download is referenced as a document management capability.
Document Commenting Users can add comments or notes to documents.		Commenting on documents is found as a collaborative feature.
Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs.		Retention policies are available to manage document compliance requirements.
eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation.		No information available
Storage Capacity Maximum digital storage available for documents.		No information available
Upload Speed Average speed to upload a document to the system.		No information available

Task Assignment Assign individual or recurring tasks to users or teams.		Task assignment to users/teams is a natively supported feature in Filevine.
Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones.		Automated email and in-app reminders for tasks and deadlines are advertised.
Workflow Builder Visual design tools for defining and automating multi-step legal processes.		Filevine offers a visual workflow builder for automation.
Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency.		Template-based task creation is available to streamline repeated processes.
Approval Workflows Route items for review and approval through configurable workflow steps.		Approval workflows can be built for multi-step processes such as invoice or document approvals.
Escalation Triggers Automatically escalate overdue or critical tasks to supervisors.		Escalation triggers are present, alerting supervisors if deadlines or tasks are overdue.
Progress Tracking Track completion status of tasks and workflows.		Progress tracking for tasks and workflows is shown as a standard feature.
Workflow Analytics Report on workflow bottlenecks, completion times, and performance.		No information available
Task Reassignment Speed Average time to reassign a task or workflow to another user.		No information available

Audit Trail Record of all user activity and system actions for compliance.		Audit trails are explicitly called out for security and compliance.
Role-Based Access Control Set granular permissions by user, team, or role for all system areas.		Role-based access control is included for granular security management.
Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted.		Filevine documentation references data encryption in transit and at rest for insurance clients.
Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider.		Single Sign-On (SSO) is offered for enterprise and insurance clients.
Two-Factor Authentication Optional or required two-step verification for all users.		Two-factor authentication is available as a security enhancement.
SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards.		SOC 2 and ISO 27001 compliance are referenced for legal and insurance sectors.
Data Residency Options Ability to select data storage locations to meet local or regulatory requirements.		No information available
Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance.		No information available
Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks.		No information available

Email Integration Sync email correspondence with case records.		Email integration is mentioned to sync external communications with case records.
Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google).		Calendar integration with Outlook, Google, etc. is advertised.
eBilling Integration Exchange billing data with accounting or claims platforms.		eBilling integrations are part of Filevine’s insurance solution set.
APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems.		API access for integrations with other systems is supported.
Single Click Export/Import Effortlessly export or import data between systems.		No information available
Claims Management System Integration Connect legal case data directly to insurance claims platforms.		Insurance claims system integration is offered in the insurance vertical.
Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box).		Integration with external document platforms like Box and SharePoint is available.
API Rate Limit Maximum number of API calls per minute/hour.		No information available

Outside Counsel Directory Repository of approved outside counsel and law firm contacts.		An outside counsel directory is maintained for insurance legal management.
Engagement Tracking Track which outside counsel are assigned to which cases and matter types.		Engagement tracking is possible, assigning outside counsel to cases.
Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend).		Performance KPIs for outside counsel are available via reporting tools.
Invoice and Spend Management Track outside counsel invoices and cumulative spend.		Invoice and spend management for outside counsel is supported.
Vendor Scorecard Rate outside counsel on predefined metrics and feedback.		Vendor scorecarding is mentioned among insurance features.
Conflict Checks Automated system checks for potential conflicts of interest.		Conflict checks are part of risk/compliance management tools.
Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate.		An outside counsel portal for document/invoice uploads and secure communication is provided.
Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel.		Approval workflows for vendor onboarding are possible through workflow automation.

Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm.		Legal spend tracking is a key reporting feature.
Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters.		Budgeting and cost forecasting are part of cost control modules.
Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive.		No information available
Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines.		Billing guidelines enforcement is included (flagging non-compliant invoices).
Invoice Approval Workflows Route invoices through a configurable approval process.		Invoice approval workflows are configurable for compliance.
Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters.		Spend analytics dashboards are part of reporting and financial control.
Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation.		No information available
Multi-Currency Support Ability to handle billing and reporting in multiple currencies.		Multi-currency support is referenced for international insurance and legal management.

Custom Report Builder Create and schedule reports using templates or custom queries.		Custom report builder and scheduling are heavily marketed features.
Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance.		Pre-built legal KPIs such as matter resolution time and spend are available.
Dashboards Configurable visual dashboards for high-level oversight.		Dashboards are configurable and support various parameters.
Export to Excel/CSV Export reports for offline analysis or sharing.		Exporting to Excel/CSV is supported for reports.
Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule.		Automated scheduled reports are available for stakeholders.
Ad Hoc Query Capability Easily generate custom insights via search and filter.		Ad hoc query/reporting capability is part of the analytics feature set.
Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight.		Data visualization tools, including graphs and dashboards, are standard.

Intuitive User Interface Modern, clean, and easy-to-use UI design.		Intuitive, modern UI is emphasized for insurance/legal clients.
Mobile Access Native or web mobile applications for on-the-go access.		Mobile access is available via web and app.
Performance and Load Time Average page or module load speed.		No information available
User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards.		Self-guided tours and onboarding wizards are part of the Filevine user experience.
Multilingual Interface System supports content and controls in multiple languages.		No information available
Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page.		Customizable dashboards and homepage layouts are a Filevine feature.
Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities.		No information available
User Licenses Supported Maximum number of concurrent users the system supports.		No information available

Internal Messaging Secure chat or messaging between users within the platform.		Internal secure messaging is available for team collaboration.
Comments on Cases/Tasks Threaded discussions on individual cases or tasks.		Comments and threaded case/task discussions are included.
File and Link Sharing Share files or links related to cases within the system.		File and link sharing is supported among team members.
Collaborative Document Editing Edit documents with multiple contributors in real time.		Collaborative document editing is featured for teams.
Notification Center Central area to view all notifications and alerts.		A notification center consolidates all system alerts.
Guest Access Controls Allow secure, scoped access to external collaborators.		Guest access controls are available for outside counsel/partners.
Discussion Forums/Boards Create topics/forums for broader team knowledge sharing.		No information available

Filevine Legal Case Management for Insurance from Filevine

Product analysis by function

Legal Case Management Software for Compliance and Legal

Case Management (8 Yes /8 Known /11 Possible features)

Document Management (8 Yes /8 Known /11 Possible features)

Task and Workflow Automation (7 Yes /7 Known /9 Possible features)

Compliance and Security (6 Yes /6 Known /9 Possible features)

Integrations (6 Yes /6 Known /8 Possible features)

Outside Counsel and Vendor Management (8 Yes /8 Known /8 Possible features)

Billing and Financial Management (6 Yes /6 Known /8 Possible features)

Reporting and Analytics (7 Yes /7 Known /7 Possible features)

User Experience and Accessibility (4 Yes /4 Known /8 Possible features)

Collaboration and Communication (6 Yes /6 Known /7 Possible features)