CaseTestify vs Filevine

CaseTestify is a web platform for virtual and hybrid legal proceedings. It combines video conferencing, exhibit handling, and cloud storage for deposition assets in one proceeding. Participants can upload, preview, share, stamp, and annotate PDF, PNG, JPG, DOCX, XLSX, and PPTX exhibits. Private previews and sharing controls help manage exhibit visibility. CaseViewNet integration provides access to the court reporter’s realtime transcript, including search. ViewScript, using Stenograph’s Phoenix speech recognition technology, lets attorneys review testimony text and audio while proceedings continue. Participant audio can be routed to MAXScribe through a virtual cable, without third-party audio-capture middleware. Stenograph says video, audio, exhibits, and other data receive end-to-end encryption, and that recordings and MAXScribe integration data are not used to improve its speech engine or AI. Proceedings include four unrecordable sidebar rooms. Phone dial-in disables browser microphone and speakers. View Only Mode provides shared exhibits and ViewScript access. Guests may join by link but need an account to upload or share exhibits. Pricing is available on request.

Filevine provides tools for complex legal work, including matter and document management, client communication, intake, depositions, drafting, billing and business analytics. Matter Management tracks tasks, contacts, deadlines and calendars. Document Management organizes files, supports advanced search and enables secure sharing. Intake tools capture, qualify and route leads, including through AI-powered features; client intake forms and a client portal are also listed. Deposition tools cover scheduling, live transcription, AI summaries and a searchable library. LOIS AI Drafting generates, edits and reviews documents using matter context, with human-verified output. The Matters package includes time tracking, invoice management and online payments. Native integrations span billing and timekeeping, email and calendars, data visualization, law management and communication. Filevine describes encryption at rest and in transit, governance controls, and identity and access management, and says it is hosted on AWS. Packages are tailored to the organization, with pricing on request. LOIS Explore is free but does not connect to Filevine Case Management.