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Data Governance AI
Quality Data, Quality Decisions

Work with Clean Data in Filevine

Enforce reliable Filevine data with Data Governance AI, so you can trust your data to drive successful decisions. With real-time alerts through the Neodeluxe Sidebar (Google Chrome Extension), your firm will stay one step ahead, fixing input issues before they become reporting problems.

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With Data Governance AI you can create:

Field Value Governance

Acceptable Value Based Rules

Ensure consistent and reliable data entry with advanced field validation for open text fields.

  • Create input rules using an approved list of values for specific text or date fields.
  • Ensure correct formatting by creating acceptable expression pattern rules.
  • Catch mistakes in action with real-time notifications in Filevine to alert users when an entry doesn’t match approved values.
  • Promote immediate correction directly in Filevine through the Neodeluxe Sidebar, allowing users to choose from a list of approved values.
  • Request new acceptable values seamlessly from the Neodeluxe Sidebar, minimizing disruptions to the workflow.

Required Field Governance

Mandatory Field Rules

Ensure complete and accurate Filevine data entry with dynamic conditional rules.

  • Create criteria-based rules using and/or logic to specify when certain fields become required, ensuring relevant data is captured based on project conditions.
  • Enforce mandatory fields automatically when conditions are met, so nothing essential is overlooked.
  • Receive real-time governance alerts in Filevine when a project is saved without all required fields, prompting immediate action.
  • Guide users to fill in necessary information by easily viewing missing fields through the Neodeluxe Sidebar.

User Action Governance

User Access-Based Rules

Put your Filevine project data in the right hands by managing specific user actions with real-time user alerts when unauthorized users attempt certain actions in Filevine.

  • Authorize specific users: Specify which Filevine users are permitted to perform specific project actions.
  • Restrict phase changes: Ensure only approved users can change project phase changes.
  • Limit notes management: Define who can add, edit, and mark notes as complete or incomplete.
  • Control project updates: Prevent unauthorized changes to specific sections or project information.

See Data Governance AI in Action

Make Data-Driven Decisions

Stay Informed

Stay Informed

Gain visibility over your firm’s governance with daily reports sent to Neodeluxe admins via email, providing a detailed summary of active alerts.

Review Requests

Review Requests

Effortlessly review and manage requests for new acceptable data values, allowing you to approve or reject them with ease.

Export Governance Data

Export Governance Data

Export your firm’s governance data including rules, alerts, and acceptable value requests for full tracking and reporting.

Improve your Filevine data quality.

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