Filevine integration

How to connect Filevine projects to LOIS for Word, attach matter context to contract reviews, and save reviewed documents back to Filevine directly from Word.

The Filevine integration lets you pull project context into LOIS and save your working documents back to Filevine without leaving Word.

Signing in

Select Continue with Filevine when you first launch the add-in. Your selected Filevine organization is remembered across sessions, so you only need to pick it once.

Attaching a Filevine project

Use the Filevine button below the chat input to open the project picker.

1. Pick a project

   The first screen shows your recent projects and a searchable list of all projects. Select a project to stage it.

   From here you can:

   • Select Use project to attach the entire project as context, or
   • Select Choose files to drill into specific folders and files

   When Search entire project is enabled and you’re committing the whole project as context, the primary action button reads Add project.

2. Choose files (optional)

   The file tree shows the project’s folder hierarchy. Expand folders to see their contents — file counts appear next to each folder.

   Toggle Use entire project as context at the top to switch back to whole-project mode without leaving the screen.

   Select individual files, then select Attach N files to add them.

Attached projects appear as a tag above your message. Hover the tag to see the project name and any selected files. Select the tag to reopen the picker and adjust your selection.

Starting a new chat clears the previous session’s Filevine context. When you begin a new conversation, the selected matter, any chosen documents, and the include-project-context toggle reset, so new sessions start with no Filevine context pre-selected.

Searching for projects in chat

When you mention a project by name in a message, LOIS can search Filevine directly and return matching results as part of its response — no need to manually attach a project first if you only need a quick lookup.

Referencing files by name in chat

Type @ in the chat composer to open a searchable list of files from your selected Filevine project, then insert one by name so LOIS resolves the right document.

The picker lists the current project’s supported files, filtered live by the text you type after @. Use ↑/↓ to navigate, Enter or click to select, and Esc to dismiss. Selecting a file replaces the @query text with the exact filename inline (for example, insert the image qa_tears.png), so LOIS knows precisely which document you mean.

Saving documents to Filevine

From the more options menu in the add-in footer, choose Save to Filevine to save the current document into a Filevine project.

1. Pick a project

   Select the destination project from the project picker.

2. Pick a folder

   Choose where in the project to save the file. Folders are selectable; existing files are shown disabled so you can see what’s already in each folder before saving.

   To save at the project root, leave no folder selected and select save.

The drawer closes when the save completes. If the save fails, an error appears inline so you can retry.

Save to Filevine is available to all Filevine users, regardless of whether you’ve started a review.