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Filevine

also invests · investor profileUnicorn · $3B

Las Vegas, US · Founded 2017 · Delaware corporation · 963 employees on LinkedIn · 12 known investors

Filevine provides case management, document management, client communication, contract lifecycle management, and business analytics software for law firms and legal organizations.

Also known as Filevine, Inc.

Founders & leadership

Filevine was founded in 2017 by Ryan Anderson and Nathan Morris.

RARyan Anderson
Ryan AndersoninCEO
NMNathan Morris
Nathan MorrisinCo-founder

Board

JC
Jeff CooperBoard director
JO
Jonathan OrdBoard director

Investors · 12

Also in the syndicate · 4

Halo FundleadMeritechRun VenturesStepstone

Funding

SEC filings, press & company announcements

$531.2M disclosed across 6 of 9 rounds · 2017–2025

$99.5MraisedMay 2022 · 19 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jonathan OrdDirector
  • Brandon TidwellDirector
  • Jeffrey CooperDirector
  • Paul MaderaDirector
  • James BlakeDirector
  • Nathan MorrisExecutive Officer, Director
  • Ryan AndersonExecutive Officer, Director
Offering amount
$99.5M
Amount sold
$99.5M
First sale
Dec 2021
Incorporated
Corporation, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$20MraisedDec 2019 · 6 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Nathan MorrisExecutive Officer, Director
  • Jeff CooperDirector
  • Jonathan OrdDirector
  • Paul MaderaDirector
  • Brandon TidwellDirector
  • James BlakeDirector, Executive Officer
  • Ryan AndersonExecutive Officer, Director
Offering amount
$20M
Amount sold
$20M
First sale
Nov 2019
Incorporated
Corporation, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$7MraisedSep 2018 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • James BlakeDirector
  • Ryan AndersonExecutive Officer, Director
  • Jeff CooperDirector
  • Brandon TidwellDirector
  • Nathan MorrisExecutive Officer, Director
  • John MayfieldDirector
  • Jonathan OrdDirector
Offering amount
$7M
Amount sold
$7M
First sale
Sep 2018
Incorporated
Corporation, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$4MraisedApr 2018 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jeff CooperDirector
  • Jonathan OrdDirector
  • Ryan AndersonExecutive Officer, Director
  • Nathan MorrisDirector
Offering amount
$4M
Amount sold
$4M
First sale
Sep 2017
Incorporated
Corporation, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$780KraisedJul 2017 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Ryan AndersonExecutive Officer, Director
  • Jeff CooperDirector
  • Jonathan OrdDirector
  • Nathan MorrisExecutive Officer, Director
Offering amount
$780K
Amount sold
$780K
Minimum investment
$780K
First sale
Jun 2017
Incorporated
Corporation, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Valuation · disclosed

Disclosed events
$3Bvaluation at Growth equity (two rounds totaling $400M announced together)Sep 2025
filing ↗

Source: SEC prospectus filings, and round valuations the company or its investors disclosed — follow each entry's link for the claim.

Company profile

researched Aug 2026

Filevine develops software for legal work, combining case and matter management, document management, client intake, billing and payments, analytics, e-signatures, deposition management and AI drafting in a single platform. The company describes its offering as a "Legal Operating Intelligence System" (LOIS), an AI layer that runs agents across an entire caseload rather than a single matter, built on what it calls a structured legal graph derived from more than 40 million matters. LOIS is positioned to both read matters and act on them — setting tasks, moving deadlines, generating documents and executing work with actions traceable to source material.

The platform natively brings together emails, text messages, deadlines, contacts, documents, deposition videos and transcripts, phone logs, notes, tasks, audit logs, intake notes and calendars. Additional modules include MedChron for medical chronologies and timelines, DemandsAI for demand letters, ImmigrationAI, court timeline tracking, data migration services, and integrations and APIs. Security and compliance capabilities cover governance and risk controls, industry compliance, access and identity management, and encryption of data at rest and in transit. Litigation workflows are a particular focus, including an end-to-end deposition experience in which depositions can be scheduled and hosted in Filevine and a Depo Copilot tool surfaces insights during the deposition.

As of September 2025 the company reported nearly 6,000 customers and 100,000 legal professionals on the platform, users uploading more than 20 million pages of documents daily, gross retention above 96% for its flagship Filevine Core product, and net dollar retention above 120%. Reported headcount was just under 700 employees, while the company's own about page cites a team of over 850, more than 6,500 customers and 2.5 billion documents.

Founding story

The company's co-founders were attorneys starting a law firm together who could not find software suited to professional legal workflows — work that is complex, communication-heavy and can span months or years — and either had to stitch together many systems or change their processes to fit prescribed tools, so they built their own. CEO Ryan Anderson has described the experience of being a young lawyer overwhelmed by deadlines, filings and client requests, and information he knew was "somewhere in the file" but could not find, as the motivation for building the product.

Business model

Filevine sells subscription software to legal organizations, with a platform product (Filevine Core) plus specialized modules and AI products. Contracts reportedly reach into the multiple millions of dollars, and the company states its AI products can carry contract sizes five to ten times larger. A free trial of LOIS is offered without a credit card, alongside a sales-led demo motion.

Recurring subscription revenue from platform and AI product contracts; the company was reported to be on pace to exceed $200 million in annual recurring revenue by the end of 2025, with roughly 130% year-over-year AI revenue growth.

Traction

Nearly 6,000 customers and 100,000 legal professionals as of September 2025 (the company's own site cites over 6,500 customers, 100,000 users and 2.5 billion documents), more than 20 million document pages uploaded daily, over 96% gross retention on Filevine Core, net dollar retention above 120%, approximately 130% year-over-year AI revenue growth and over 20% week-over-week growth in its cross-platform AI chat tool, and a reported pace of more than $200 million in ARR for 2025.

Latest developments

On September 23, 2025 Filevine announced $400 million in all-equity funding raised across two rounds over 15 months, co-led in the latest round by Accel and Halo Fund with Insight Partners and joined by Meritech, Stepstone, Run Ventures and Album Ventures, reportedly doubling its valuation to $3 billion. Capital is directed at AI and machine-learning hiring, product expansion and go-to-market. The company launched LOIS as its legal operating intelligence system, planned to unveil agentic workflows at its Lex Summit conference on September 29, 2025, and announced a hockey team sponsorship as part of a broader brand effort; the CEO has described preparing the company for a potential future IPO.

Full profile — market position, technology, go-to-market, geography, history, risks & controversies

Market position

Positioned as a category-defining legal technology platform and, following its 2025 raise, one of the most capitalized companies in legal tech, valued at $3 billion. The company emphasizes litigation workflows and argues its combination of an operational system of record with embedded AI differentiates it from point AI tools; management acknowledges intensifying competition from AI-focused entrants targeting litigation workflows.

Filevine argues that generic legal AI tools force lawyers to work across a separate system of record and an AI tool, whereas its AI is embedded in the daily system of record and can act on matters rather than only summarize them. It cites the breadth of natively unified case data — communications, deadlines, documents, deposition video and transcripts, phone logs, notes, audit logs and calendars — and traceability of AI actions to source as core advantages.

Technology

A system of record for legal matters combined with embedded AI. Filevine cites a purpose-built "structured legal graph" spanning more than 40 million matters that allows AI agents to read across an entire caseload and to evidence absence as well as presence of information, with write capabilities that let agents execute tasks inside the system. Products include AI drafting, a cross-platform AI chat tool, Depo Copilot for live depositions, DemandsAI, ImmigrationAI and MedChron. The company has said agentic workflows were being introduced at its 2025 Lex Summit.

Go-to-market

Enterprise and mid-market sales supported by demo booking and a self-serve free trial for LOIS, customer case studies by practice area, an annual customer conference (Lex Summit), and brand-building efforts including a sports team sponsorship and docuseries appearances. Proceeds from the 2025 financing were earmarked for go-to-market expansion, AI and machine-learning talent acquisition, and deepening enterprise and government accounts.

Law firms of all sizes, from single-attorney practices to large multi-office firms, plus government agencies, public defenders and Fortune 500 corporate legal teams. Practice areas served include personal injury, family law, immigration, workers' compensation, criminal defense, employment and insurance defense. Named customers and case-study subjects include FedEx, Kroger, Vercel, Ramp, the Utah Jazz, Utah County Public Defenders, Singleton Schreiber, Kopka Law Group, Bighorn Law, Saalfield Shad, Baker Hostetler, C&B Law Group and Laffey Bucci D'Andrea Reich & Ryan.

Geography

Headquartered in Salt Lake City, Utah, and part of the state's "Silicon Slopes" technology cluster; customers range from single-attorney firms in Texas to large firms with offices in major metropolitan areas, along with U.S. government and state agencies.

History

Filevine was founded by three attorneys; press coverage cites a 2014 founding and the company's about page refers to the founding decision as having been made over 10 years ago. The company raised approximately $226.1 million before 2025, including a $108 million Series D in April 2022 described at the time as one of the largest legal tech investments. A round of about $150 million led by Insight Partners closed roughly 15 months before September 2025, followed by an approximately $260 million round co-led by Accel and Halo Fund with Insight Partners; the two were announced together on September 23, 2025 as a $400 million all-equity financing at a $3 billion valuation. Over the same period the company shifted its positioning toward AI, launching LOIS and litigation-specific AI tools.

Risks & controversies

Management has acknowledged a rapidly intensifying competitive landscape, with numerous AI-focused entrants targeting the litigation workflows where Filevine established its niche. Customer-count and headcount figures differ between the company's own site and press coverage from the same period. The company has also noted challenges attracting AI engineering talent to legal technology, and its CEO has publicly disputed industry claims that AI will remove lawyers from legal workflows.

Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
AI revenue growthSep 2025$130
Annual recurring revenue (projected year-end)Sep 2025$200M
Cases per hourJan 20251,500 cases/hour
CustomersSep 20256,000 customers
Customers (company site)Jan 20256,500 customers
Document pages uploaded dailySep 202520,000,000 pages/day
Documents storedJan 20252,500,000,000 documents
EmployeesSep 2025700 people
Employees (company site)Jan 2025850 people
Gross retention (Filevine Core)Sep 202596%
HeadcountAug 2026963
Matters underlying legal graphJan 202540,000,000 matters
Net dollar retentionSep 2025120%
Prior total funding raisedSep 2025$226.1M
ValuationSep 2025$3B

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

Founder mafia

4 people who came through Filevine went on to found or lead other companies.

Competitors · 2

by search overlap

Companies competing with Filevine for the same Google search keywords, organic and paid, via search-intersection analysis.

Acquisitions · 1

Early investors' stakes continue via these deals
Pincites

Pincites develops an AI-powered contract review and drafting tool called LOIS for Word that helps legal teams standardize negotiations, detect risks, and generate redlines within Microsoft Word. The platform is designed for law firms and in-house legal teams.

Timeline · 5

launches, deals, and filings
Sep 2025
Lex Summit annual customer conference

Filevine's annual customer conference convened September 29, 2025, where the company planned to announce agentic AI workflows.

source ↗

Sep 2025
Filevine announces $400M all-equity financing at a $3B valuation

Filevine disclosed $400 million raised across two rounds over 15 months: a first round led by Insight Partners and a larger subsequent round co-led by Accel and Halo Fund with Insight Partners, plus participation from Meritech, Stepstone, Run Ventures and Album Ventures. Reported to double the company's valuation to $3 billion.

$400M source ↗

Sep 2025
LOIS, Filevine's Legal Operating Intelligence System

Filevine markets LOIS, an AI system that runs firm-wide agents across matters, built on a structured legal graph, with read/write actions such as setting tasks, moving deadlines and generating documents; a free trial is offered.

source ↗

Jan 2025
Featured in the 50 American Innovators docuseries

Filevine was named one of the 50 American Innovators and featured in a docuseries installment; the company cites coverage on CBS and FOX News.

source ↗

Jan 2025
Sponsorship deal with a hockey team

Filevine announced a sponsorship agreement with a hockey team, becoming the second legal tech company after Clio with such a sponsorship.

source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

Legal entities · 1

corporate structure
FilevineDelaware

In the news

Research sources · 8

primary sources listed

8 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Filevine do?
Filevine builds an AI-enabled legal operating platform for case, document and matter management used by law firms and legal teams.
Who founded Filevine?
Filevine was founded by Ryan Anderson, Nathan Morris in 2017.
Who are Filevine's investors?
Filevine's investors include Cross Creek Advisors, Golub Growth, Accel, Album VC, Album Ventures, Insight Partners, Meritech Capital Partners, Signal Peak Ventures.
How much funding has Filevine raised?
Filevine has disclosed $531.2M raised across 6 of its 9 known rounds.
Where is Filevine headquartered?
Filevine is headquartered in Las Vegas, US.