Filevine Pricing, Features, Reviews & Comparison of Alternatives

Filevine

Cloud-based legal case management solution for enterprises

4.73/5 (48 reviews)

Filevine overview

Filevine is a cloud-based project, team, and case management solution designed for legal professionals and firms. The solution helps legal firms to organize case documents in an orderly fashion and assists in streamlining communication between lawyers, assistants, paralegals, and clients.

Filevine assists businesses in managing deadlines, reporting, tracking project bills & expenses, recording documents, and evaluating ideal settlement terms for clients. The tool also supports project management and collaboration. Filevine allows lawyers to efficiently collaborate with their clients and team members. The solution records every internal as well as external communication and allows legal firms to organize client details, case notes, meetings, and tasks. The self-learning algorithm enables Filevine to observe repeated steps involved in a case lifecycle and automatically generate the next set of workflows for the lawyers and assistants after each phase.

Filevine offers an accurate litigation calendar that stores every milestone related to a case - especially case deadlines. The solution automatically sends a reminder to lawyers and their teams as soon as any critical milestone approaches. Filevine offers multiple templates to report and analyze various KPIs and improve business practices. The settlement calculator tool helps to evaluate the different options offered during a case settlement and suggest the best scenario for clients.

Filevine offers advanced standards of data security including HTTPS grade encryption, server side verification, redundant data backups and secure e-payments. The solution serves a wide range of organizations and is ideal for teams of four or more legal associates looking for an application to collaborate, organize and expand client base.
www.filevine.com

Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Filevine screenshot: Offers a built-in settlement calculatorFilevine IntroductionFilevine screenshot: Lets users create profiles for lawyers and associatesFilevine screenshot: Report Builder features allow users to build customized reportsFilevine screenshot: Users can create an organization profileFilevine screenshot: The software lets users track case historyFilevine screenshot: Role-based permissions to view files help ensure data securityFilevine screenshot: Users can customize the software's settings according to business needsFilevine screenshot: The application lets users record contact details of stakeholders involved in the project

Filevine reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.8
  4.8
  4.8
Jared Richards

It is great at its strong points. It's number of strong points are increasing.

Reviewed 2016-01-30
Review Source: Capterra

The PI department in my firm (my department) has used Filevine for about two years now. I think we were one of its first users. My firm also uses Clio. Clio has some real strengths in trust accounting and thinks like that. But Clio doesn't hold a candle to Filevine when it comes to communication. Filevine absolutely shines in the area of communication. That is an area where Clio and other practice managers fail. The Filevine Feed give unparalleled team cooperation and collaboration opportunities. Clio notes and tasks are combersome and my firm kind of ignores that feature. Filevine notes and tasks are the central feature of Filevine (imo) and it shows that the development team built it with team communication as the central goal. It is the only software that my office has ever used where I have been able to convince my staff to consistently take notes on what is happening in the case. I can think of at least four times in the last year where there was a dispute with the court, and insurance company, or a client about what we said or did. We pulled up Filevine, showed them our time-stamped notes and won the day. I also love, love, love the text-to-file feature. We can assign a private texting number to each client. The clients text directly into their case feed where I team can respond in text back. Clients can text pictures to that number, and Filevine will save them to the documents folder. If i am on the go, and I need to get a copy of a client's documents, I will often just take a picture of them and text them to the client's Filevine number. The texting feature means that texts aren't fragmented between different telephones. It means I can monitor communication between my team and my client. It means that we can reduce time-wasting phone calls by answering concise texts when we are ready. Clients really seem to love it. In all fairness, Filevine is still rough in a couple of areas. I have spoken with the developers, and I know that they are working around the clock to bring new functionality and to make existing functionality more elegant. I personally don't mind software that still has room to grow as long as it has a team that is excited about making it grow. I think Clio has that kind of a team too. I know that Filevine does. Anyway, it is worth taking a look at it. I know the Filevine team also spends a lot of time onboarding you with customization for your own firm. It is kind of cool.

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Ryan McKeen

Filevine is the backbone of our practice.

Used daily for 6-12 months
Reviewed 2017-11-14
Review Source: Capterra

I get the ability to move my cases quickly and in a way that produces repeatable results. There is a huge increase in our efficiency and organization. Filevine's feed is deceptively simple. It looks a ton like Facebook. But that's part of the genius. We had trouble getting our team to use other case management software. They would take notes in various programs. But they have all taken to Filevine. The ability to send texts to clients from the feed is game changing for us. We love the document automation and workflows. We recently connected Filevine with Domo to give us best in class automated visual reports for our KPIs. We enjoy the ability to share tabs with our clients, experts, and referring counsel. Filevine allows us to scale our processes. We are very satisfied. Customer support is first rate. I used Clio for almost 6 years.

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Daniel Cervantes

Was exactly the fit we were looking for and seems to constantly be adding new features.

Used daily for 1-2 years
Reviewed 2018-02-16
Review Source: Capterra

The best thing about this product is the fact that it's fully web-based. Gone are the days of needing a beefy back end and/or an SQL server to host the databases. Now all of your data is secure and in the cloud for easy access for attorneys and their staffs.

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Christie Noel

Very user-friendly with great tech support

Used daily for 6-12 months
Reviewed 2017-04-28
Review Source: Capterra

The convenience of being able to access case information on the go - all of it - notes, documents, contact information, etc. It's easy to maneuver as well so you get your info quickly.Easy to learn, can be tailored to suit your needs, and is a one-stop shop for all of the information and pertinent documents for your files. You control what's inputted and it can be as much or as little as you want/need. Support is quick to respond and very helpful. All issues that I have experienced have been quickly resolved.

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Veronica Montoya

Amazing case management software program.

Used daily for less than 6 months
Reviewed 2018-01-05
Review Source: Capterra

Case Management organization and shared case information. The link between clients, we now know what clients are associated with a case and we can switch from client to client in a click of a button. I was hired as the office manager for a small law firm. As of today, we are still in the beginning process as we have only had this program for about three months. There is so much to say about Filevine, it is an amazing case management software program. I especially loved that we were able to set up a template for our firms needs and desires. Everyone here has adapted very well as it is very easy to navigate and learn. If you need help organizing your case files this is the program. Reports are great as you customize the reports you want as you need them. Most importantly, always great and customer service support.

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Filevine pricing

Pricing options
Subscription
View Pricing Plans

Filevine is charged on a per user, per month basis.

Contact Filevine for detailed pricing

Filevine features

API
Activity Dashboard
Automatic Notifications
Automatic Reminders
Billing & Invoicing
Calendar Management
Case Management
Custom Fields
Custom Forms
Customizable Templates
Document Assembly
Document Storage
Document Templates
Invoice Management
SSL Security
Search Functionality
Task Tracking
Time Tracking by Client

Billable Hours Tracking (21 other apps)
Time & Expense Tracking (22 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
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Additional information for Filevine

Key features of Filevine

  • Assign cases to lawyer based on ranking
  • Automatic notifications
  • Automatic reminders
  • Bills & expense tracking
  • Case budgeting
  • Client management
  • Collaboration management
  • Communication tracking
  • Contact management
  • Customized reporting
  • Document management
  • Document tracking
  • Case expense tracking
  • Conflict management
  • Milestone tracking
  • Multi-channel communication
  • Progress reports
  • Case notes
  • Project management and collaboration
  • Centralized records
  • Lawyer ranking & scorecarding
  • Task management
  • Time tracking
  • Workflow management
  • Lawyer dashboard
  • Calendar management
  • Deadline tracking
  • Settlement calculator
  • Filevine Periscope™
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Benefits

• Filevine helps to systemize business workflows by defining roles and operations for each stakeholder within a firm.
• The solution can be used as a lead generator, task manager, document manager or a communication management system across large, multi-location firms.
• Filevine enables multiple users to collaborate on a case to minimize the case study time and ensure that everyone within the team is onboard as early as possible.
• Filevine logs every interaction with clients and records all documents, meeting notes, payment history, bills, and expenses in a centralized repository.
• Filevine is capable of preventing loss or theft of critical business data and offers security features such as data traffic encryption, server-side verification, redundant data backup and secure credit card data storage.