Terms trackerCase management

Filevine Terms of Service — Key Clauses & Change History

Filevine is the leading case management platform for plaintiff litigation firms and growing across practice areas including family law, criminal defense, and government legal departments. Its Terms of Service govern how Filevine AI (powered by OpenAI) processes client matter data, medical records, and case strategy notes. DriftPatrol tracks filevine.com/legal/terms-of-service continuously.

Current terms at a glanceLast update: Nov 14, 2025
Section What it says Why it matters
§4.3 AI Features — OpenAI sub-processor Filevine AI routes prompts through OpenAI's API. Client matter data included in prompts is processed by OpenAI under OpenAI's data processing agreement — which operates under a separate zero-data-retention API agreement. Verify your Filevine account is using the API integration (zero-retention) not consumer ChatGPT. Monitor
§9 Liability Cap — 6 months of fees Aggregate liability capped at 6 months of subscription fees. Unusually low for a platform managing active litigation dockets. Personal injury firms managing hundreds of open matters should negotiate a higher cap. Risk
§7 Client Portal Data — Stored separately Client-submitted documents through the Filevine client portal are stored in Filevine's S3 infrastructure, separate from attorney work product storage. AI features do not have automatic access to client portal attachments. Note
§5 Data Retention — 90 days post-cancellation 90-day window to export data post-cancellation. After 90 days, all data is deleted. Active dockets at cancellation must be migrated before deadline — not automatically preserved. Note
§14 Governing Law — Utah Disputes governed by Utah law. Arbitration required for all commercial disputes. Class action waiver. Note
Documented changesVerified by DriftPatrol
Nov 14, 2025 — Most recent update
filevine.com/legal/terms-of-service · AI sub-processor disclosure added
+ §4.3 OpenAI listed as explicit sub-processor for Filevine AI features + Zero-data-retention API agreement referenced — distinct from consumer ChatGPT processing + Opt-out mechanism for AI features now documented in TOS flagged: AI features, sub-processors, OpenAI impact: State bars are split on whether routing client matter data through a third-party AI API (even with zero-retention) requires client consent. Check your jurisdiction before using Filevine AI on client matters.
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Tracked URL: https://www.filevine.com/legal/terms-of-service/ · Last known update: Nov 14, 2025 · Informational only — not legal advice.