LOIS is an AI-powered, firm-wide Legal Operating Intelligence System. LOIS gives you a place to ask questions, run reports, and take action across your entire organization. It connects your documents, facts, and workflows to plan, decide, and act across every case, improving decision quality, accelerating resolution, and driving better outcomes.
Rather than digging through case files or tracking down colleagues, LOIS can give you a quick overview, or provide a key piece of information. Instead of chasing updates or stitching information together, you can work with an AI that drafts, redlines, extracts, and executes inside your cases. The result is faster progress, fewer missed details, and more time focused on strategy rather than administration.
Where is LOIS?
LOIS is embedded throughout the Filevine ecosystem in various locations and specialties.
| LOIS Console |
The LOIS Console is your central place to communicate with LOIS. It allows you to make requests across projects, draft documents, build skills, and more. Access the LOIS Console from Filevine’s main menu, or navigate there directly:
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| Ask LOIS |
In Filevine and Depositions, chat with LOIS in a format similar to the console, but with a refined focus on the product you’re currently using. Access Ask LOIS from the header bar in Filevine, or from the righthand panel menu in Depositions by Filevine. |
| LOIS for Word |
Draft, review, and refine documents with precision directly within Microsoft Word. Open the LOIS add-in in Microsoft Word. Learn more. |
| Document and Data Mapping | Use AIFields and AI Data Mapping to populate information from documents into project fields. Use ImmigrationAI and DemandsAI to use information from project fields and documents to generate new documents. |
| Deposition Analysis and Summaries | During legal proceedings, use Depo CoPilot for real-time analysis and feedback. After proceedings hosted with Depositions by Filevine, access an AI-generated transcript and summary. |
| Medical Chronology | Use Med Chron by Filevine to extract key facts from medical records and build dynamic chronologies. |
LOIS Console
LOIS Console is an entirely new way to interact with LOIS. Use the console to extract and update information across multiple projects at once, or rapidly generate tasks, notes, collection items, documents, and calendar items.
Learn more about the LOIS Console:
Security and Permissions
Filevine Permissions
LOIS respects Filevine permissions. It will not include information from protected folders and protected sections for users without access. Users must be a collaborator or Admin on a project to make requests about the project.
What LOIS Can Do
1. Take action on projects
LOIS can find, create, and update information across your Filevine projects.
- Get projects meeting specific criteria
- Create tasks, notes, or follow-ups on any project
- Update case statuses, assigned team members, or field values
- Search across projects for missing documents or incomplete information
2. Generate views of your data
LOIS can answer big-picture questions about your firm by pulling from aggregated data.
- Summarize case counts by project type, status, or assigned attorney
- Surface billing and productivity trends across the firm
- Identify patterns across your caseload
- Answer questions like "How many open PI cases do we have?"
Example queries to try
Here are some examples of what you can have LOIS do:
- Which cases have a statute of limitations in the next 60 days?
- Create a follow-up task on the John Doe case for next Friday
- Find all cases where I am the primary attorney with no activity in 30 days
- How many open cases do we have by practice area?
- What is our total unbilled time across all projects this month?
- Show me all cases currently in the demand stage
- Which cases are missing a signed retainer?
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