Filevine AI (LOIS)

What Filevine AI and LOIS do

Filevine is a legal operating platform combining case management with LOIS, its Legal Operating Intelligence System. LOIS covers legal research and drafting, while the wider platform connects matter data, documents, intake, billing, payments, signatures, analytics, and depositions. The value is context: a lawyer can move from researching an issue to creating a document or reviewing testimony without manually copying every fact between a standalone AI chat and the case system.

Vendor pages fetched September 2, 2026 describe one-click document assembly, interactive documents, automated workflows, deposition summaries, page-and-line references, custom topics, synced video, live transcription, goal tracking, and follow-up suggestions. LOIS emphasizes checking citations, seeing reasoning, and reading the underlying opinion. Those aids make verification faster but do not make generated work self-validating. Compare CoCounsel and Harvey AI for other legal-AI approaches. DocuSign IAM matters when agreement workflow and signatures are the primary need.

Pricing and trial

Filevine says every paid package is custom-built and does not publish a dollar price. The company offers LOIS Explore at no cost with no credit card required for research and drafting. It does not connect to Filevine Case Management, so matter-aware and complementary platform features are unavailable in that tier. A full deployment requires a custom quote.

Ask the vendor to itemize user licenses, LOIS access, implementation partners, migration, storage, document assembly, depositions, transcription, signatures, payments, integrations, training, support, and renewal increases. Clarify minimum term, export format, API access, sandbox availability, and data handling at termination. A free research tier is useful for quality testing but is not a proxy for connected deployment cost.

Practical evaluation and risks

Test at least 30 completed matters with permission and redaction controls. Give LOIS questions with known answers, contradictory authority, jurisdiction constraints, and recent cases. Measure citation validity, proposition support, missed adverse authority, drafting corrections, and reviewer minutes. Compare every assembled field with source matter data. For depositions, sample page-and-line references and check whether topic summaries omit context.

Filevine best fits a firm that wants a unified legal operating system and AI inside those workflows. A team seeking only occasional research may find a standalone tool simpler. Custom pricing, implementation effort, and switching cost are commercial drawbacks. Privilege, ethical duties, court rules, and confidentiality remain the lawyer’s responsibility. The vertical AI agents guide provides a framework for evaluating domain systems without confusing integration with professional judgment. Before signing, ask a records administrator to run a complete matter export and have counsel confirm that access logs, ethical walls, deletion controls, and document versions satisfy the firm’s obligations.