{
 "schema_version": "1.0",
 "id": "filevine",
 "name": "Filevine",
 "research_status": "researched",
 "vendor_domain": "filevine.com",
 "category": "Business Operations",
 "task": null,
 "summary": "Case management for law firms: matters, intake, depositions, e-signature and AI document work.",
 "best_for": "law firms past the point where a general project tool works, with enough matters that case-specific workflows and intake tracking pay back a negotiated annual contract",
 "skip_if": "you are a small practice wanting a published price to compare — this category will not give you one, and simpler practice-management tools do publish theirs",
 "honest_knock": "Nothing is priced, so everything is negotiable — which cuts both ways. In legal software the number that usually surprises people is not the per-seat rate but implementation: data migration from your existing case system, template configuration and training, quoted separately and often as a one-off in the thousands. That figure is absent here along with everything else. Ask for it as its own line, ask what the contract length is, and ask what happens to your matter data if you leave. A custom quote is fine; a custom quote you cannot compare against a rate card is what you are trying to avoid.",
 "pricing": {
  "status": "quote_only",
  "entry_price": null,
  "entry_price_terms": null,
  "from_price_usd_month": null,
  "plans": null,
  "plans_source": null,
  "notes": "(2026-08-29 to 2026-10-06, read on their own pricing page) No prices are shown. Their own wording: all packages are custom built for your team's needs. The page describes five products — LOIS (AI features), Matters, Intake, Depositions and Signatures — and routes everything to a sales team for a custom quote. No per-user cost, no minimum seats, no contract length and no implementation fee is published, which is unchanged since 1 August 2026. What the page does name now is a free way in: LOIS Explore, described as a free tier of LOIS for AI-powered legal research and drafting, with a trial that takes no credit card.",
  "verified_at": "2026-10-06",
  "source_url": null,
  "schema_offer": null,
  "source_quotes": null,
  "recent_change": {
   "date": "2026-05-08",
   "text": "For Lead Docket licences bought after 8 May 2026, each user licence includes up to 1,000 Mass Email sends a month; sends above that allowance are bought separately.",
   "source_url": "https://www.filevine.com/legal/product-specifications/",
   "read_at": "2026-10-26"
  }
 },
 "free_plan": false,
 "free_plan_evidence": null,
 "cost_traps": [
  {
   "id": "quote_only",
   "label": "Quote-only pricing",
   "evidence": "No prices shown; all packages are custom-built and quoted by sales (read 29 Aug 2026); the one free way in is LOIS Explore, a free tier of the LOIS legal-AI tool with no card required (re-read 16 Sep 2026)",
   "verified_at": "2026-10-06",
   "source_url": null
  }
 ],
 "compare_with": {
  "name": "Clio or MyCase",
  "why": "the standing comparison in legal case management — both publish per-user prices, which makes them the honest benchmark for whatever Filevine quotes"
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/filevine.json",
  "review": "https://aibuildermarketplace.com/b2b/filevine-review/",
  "marketplace": "https://aibuildermarketplace.com/marketplace/filevine/",
  "vendor_site": "https://filevine.com"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://partner.filevine.com/o1qy5bba80nw",
  "affiliate": false,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "not_yet",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": null,
  "growth": null
 },
 "unknowns": [
  "Pricing status is 'quote_only': no single public entry price.",
  "Plan-by-plan prices are not structured in this record yet; pricing.notes has the full text.",
  "Contract terms (cancellation, data export, data location, minimum seats) are not researched as separate fields; pricing.notes mentions them only where the vendor's pricing page does.",
  "Being verified: free trial and refund terms are not yet matched to a verbatim line on the vendor's own pages. Not matched does not mean there is none.",
  "No computable price rules yet: cost at a given team size cannot be calculated for this product.",
  "Not tested hands-on by us: what the product does comes from the vendor's pages and our reading of them."
 ],
 "verification": {
  "price": "read",
  "free_trial": "being_verified",
  "refund": "being_verified"
 },
 "status_page": null,
 "third_party_video": {
  "url": "https://www.youtube.com/watch?v=zTi3ftvnsY0",
  "channel": "Business Solution",
  "published": "2026-04-23",
  "shows": "a full personal-injury case in Filevine: case data, deadlines, documents and task automation",
  "independent": true,
  "checked_at": "2026-10-20"
 },
 "task_evidence": null,
 "open_questions": [
  {
   "question_id": "filevine:public_price",
   "key": "public_price",
   "question": "Can you publish a price, or a starting price, for the plans that are quote-only?",
   "status": "open"
  },
  {
   "question_id": "filevine:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "filevine:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "filevine:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  },
  {
   "question_id": "filevine:minimum_seats",
   "key": "minimum_seats",
   "question": "Is there a minimum number of seats or users on any plan?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": null,
  "agent_checkout": {
   "status": "not_found",
   "detail": "No explicit support for purchases by AI agents on the vendor's own pages.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 }
}
