Frequently Asked
Questions
What is LOIS?
LOIS (Legal Operating Intelligence System) is Filevine's AI layer purpose-built for legal professionals on top of a decade of structured legal data. Unlike generic AI tools like ChatGPT or Claude, LOIS understands the full web of your practice: clients, cases, deadlines, documents, depositions, and opposing counsel. And unlike legal-specific point solutions, LOIS doesn't just summarize, it takes agentic action inside your practice management system.
How is LOIS different from Harvey, ChatGPT, or other AI tools?
Generic AI tools lack structured legal context. They don't know your cases, your clients, or your deadlines. Legal-specific tools like Harvey are document-layer tools: they work on files you upload, not on live connected case records, and they can't create tasks, set deadlines, or take action inside your system. LOIS is the only AI built natively on Filevine's legal knowledge graph and it acts, not just answers.
Does LOIS work with my existing Filevine data?
Yes, and this is the point. If you use Filevine, LOIS already knows your cases. Every matter, document, deadline, and communication you've ever entered is available to LOIS the moment you activate it. You're already halfway there.
Can I customize LOIS for my firm's workflows?
Yes. LOIS lets you create standardized workflows for your whole team — same input, same quality output, every time. LOIS also learns your firm's style, voice, and prior precedent over time, applying them automatically to drafting and review work.
Can LOIS be used as a standalone legal AI platform?
While LOIS integrates deeply with Filevine to provide matter-aware AI and access to your firm's data, Filevine is not required to use LOIS. Firms, legal departments, and government agencies can use LOIS as a standalone legal AI solution from day one, then connect it to Filevine later if they want additional workflow automation, knowledge management, and case intelligence capabilities.
What if my client needs access to case information?
Filevine offers unlimited guest access through our secure Client Portal. LOIS can read incoming client messages, draft responses, and schedule appointments all from a single prompt. Your clients get 24/7 visibility; your team gets time back.
What security and compliance does Filevine provide?
Filevine is SOC 2 Type II certified, HIPAA-aligned, and maintains a zero data retention policy for AI. Your data stays inside your environment and is never used to train external models.





