Filevine Features

Filevine

The Operating Core for Legal

4.63/5 (179 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Assignment Management
Audit Trail
Automatic Backup
Automatic Billing
Billing & Invoicing
CRM
Calendar Management
Calendar Sync
Case Defined Timekeepers
Case Management
Case Notes
Client Management
Client Portal
Collaboration Tools
Communication Management
Completion Tracking
Compliance Management
Configurable Workflow
Conflict Management
Contact Database
Contact Management
Contract/License Management
Credit Card Processing
Customer Database
Customer Statements
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Management
Data Visualization
Deadline Management
Docket Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Management
Email Tracking
Expense Tracking
File Management
File Sharing
For Legal Professionals
Forms Management
Full Text Search
Incident Management
Interaction Tracking
Invoice Management
Invoice Processing
Issue Management
Legal Case Management
Microsoft Outlook Integration
Multi-Location
QuickBooks Integration
Real-time Updates
Records Management
Reminders
Reporting & Statistics
Rules-Based Scheduling
SSL Security
Search/Filter
Secure Data Storage
Staff Calendar
Status Tracking
Subject Profiles
Summary Reports
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Trust Accounting
Two-Factor Authentication
Version Control
Workflow Management
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API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Assignment Management
Audit Trail
Automatic Backup
Automatic Billing
Billing & Invoicing
CRM
Calendar Management
Calendar Sync
Case Defined Timekeepers
Case Management
Case Notes
Client Management
Client Portal
Collaboration Tools
Communication Management
Completion Tracking
Compliance Management
Configurable Workflow
Conflict Management
Contact Database
Contact Management
Contract/License Management
Credit Card Processing
Customer Database
Customer Statements
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Management
Data Visualization
Deadline Management
Docket Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Management
Email Tracking
Expense Tracking
File Management
File Sharing
For Legal Professionals
Forms Management
Full Text Search
Incident Management
Interaction Tracking
Invoice Management
Invoice Processing
Issue Management
Legal Case Management
Microsoft Outlook Integration
Multi-Location
QuickBooks Integration
Real-time Updates
Records Management
Reminders
Reporting & Statistics
Rules-Based Scheduling
SSL Security
Search/Filter
Secure Data Storage
Staff Calendar
Status Tracking
Subject Profiles
Summary Reports
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Trust Accounting
Two-Factor Authentication
Version Control
Workflow Management
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API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Assignment Management
Audit Trail
Automatic Backup
Automatic Billing
Billing & Invoicing
CRM
Calendar Management
Calendar Sync
Case Defined Timekeepers
Case Management
Case Notes
Client Management
Client Portal
Collaboration Tools
Communication Management
Completion Tracking
Compliance Management
Configurable Workflow
Conflict Management
Contact Database
Contact Management
Contract/License Management
Credit Card Processing
Customer Database
Customer Statements
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Management
Data Visualization
Deadline Management
Docket Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Management
Email Tracking
Expense Tracking
File Management
File Sharing
For Legal Professionals
Forms Management
Full Text Search
Incident Management
Interaction Tracking
Invoice Management
Invoice Processing
Issue Management
Legal Case Management
Microsoft Outlook Integration
Multi-Location
QuickBooks Integration
Real-time Updates
Records Management
Reminders
Reporting & Statistics
Rules-Based Scheduling
SSL Security
Search/Filter
Secure Data Storage
Staff Calendar
Status Tracking
Subject Profiles
Summary Reports
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Trust Accounting
Two-Factor Authentication
Version Control
Workflow Management
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Mobile apps

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Android App


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Filevine Feature Reviews

25 reviewers had the following to say about Filevine's features:

Patrick B.

Essential for Our Practice

2021-09-08

Pros

Filevine combines all of the task management and creation, file note taking, document storage and management into one easily accessible program.

Cons

The calendar feature could be broadened and made easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian B.

Filevine Review

2021-09-09

Pros

Task management, customized reports, contacts much improved with latest updates.

Cons

Also, cannot see who posted the note unless you open it. Activities are not listed in chronological order.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Veronica M.

Amazing case management software program.

2018-01-05

Case Management organization and shared case information.

Pros

There is so much to say about Filevine, it is an amazing case management software program.

Cons

The biggest issue we have is that when we are in the case information section you must hit the save button or you can potentially lose everything you entered, it does not do an auto save, not even when you up-load documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kitty P.

Best Legal Software... Period!

2021-04-22

Their dashboard is very user friendly and flows.

Pros

Access our case files from anywhere, phone, tablet, and computer at home!

Cons

They can integrate for you or you can do it yourself.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ana B.

Excellent Training and Implementation of updates

2020-05-21

Excellent Document Management program.

Pros

They have been very helpful and have made our process easy and friendly.

Cons

So far, I don't have anything negative to say other than I find the Quickbooks integration expensive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Filevine


Thanks so much for the positive review Ana!

Read more
Robby S.

Great upgrade from previous system

2021-03-17

Great tool for keeping cases organized and providing a smooth work flow.

Pros

Very intuitive, easy to relay information to the appropriate parties, excellent functionality while integrating with outside elements (email, faxing, texting, etc.).

Cons

I wish there was an easier way to associate the files that have signed up from one incident, and to be able to make notes across all of those files (Once I obtain a crash report, it would be nice to only upload it once & have it show up in all the appropriate files, for example).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Meghan M.

Review of FileVine from an Attorney's perspective

2021-09-03

That was the biggest problem for us, the amount of work required by a team of people on our end to transfer data from our old system to FileVine, and then dealing with all the things that did not transfer or transfer correctly, and then the amount of time it took to get assistance from FileVine staff to fix the problems

Pros

Task management and being able to have a running to do list with tasks linking directly to a client file that I can then access with a click of a button.

Cons

Not being able to see activity in the activity feed and not being able to have it in chronological order.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian F.

Awesome Software!

2021-03-18

It is easier to keep up with and manage your cases over other case management software's I have used.

Pros

IT's easy to use and always being updated.

Cons

N/A Everything is great, and i would not change a thing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Letitia C.

Paper to Paperless made easy

2021-04-14

Filevine provides my Law Firm with a secure, fast and efficient way of managing my clients' cases.

Pros

The Filevine Software and its awesome implementation team made the journey from a Paper to Paperless Case Management System easy and seamlessly.

Cons

I am sorry it took me so long to purchase and implement Filevine.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric R.

Game Changing Software

2021-03-17

Within a couple months I demoed multiple other case management software's for my personal injury practice.

Pros

The software allows you to have a birds eye view of everything going on in the cases in my office.

Cons

Sometimes the document generation is slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom K.

If you have at least a little tech savvy, Filevine is the best

2021-02-26

I love the product. Period.

Pros

The ready customizability of key features of the platform (database structure, document generation, reporting, deadline and calendar management, and so on) can really, really compound your team's efforts and reduce errors by forcing folks to do things the right way every time.

Cons

There are plenty of features that could use one or two little tweaks that would make things easier or better for my use case, but nothing that makes me grind my teeth on a regular basis.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan H.

FV Customer Survey

2021-05-04

I've used 3 different Case Management systems and I like FV the best.

Pros

I like the speed of which I can work once it was mostly set up.

Cons

Lack of guidance on how to use. Glitches sometimes as well. Always having to refresh the page.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua H.

Next Level Case Management System

2021-04-05

Amazing business led by innovators in the legal case management space.

Pros

We are able to integrate with multiple platforms without any issues.

Cons

Only draw back so far is implementation. With any technology you are going to have a slow down in production to start but we have seen significant benefits once the staff have all been trained.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris B.

Great file management for PI attorneys

2017-03-14

You can upload files through email, text, and fax, which is a great feature. It's also a great way to manage office staff by creating tasks for them easily and quickly.

Pros

Ease of use, electronic file management, great features.

Cons

Sometimes glitchy with updates, but you can let your rep know and they'll get worked out fairly quickly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christa B.

Easy transition from antiquated case management software to FV

2021-03-17

I feel like I have a better grasp of what's going on with any given file. That being said, the files are only as good as the information put in them, so documentation is key.

Pros

I can make notes/tasks and easily refer back to them.

Cons

I wasn't involved in the integration. If I'm making an entry and want to check information elsewhere on FV, I have to open a new tab or save that info and return and edit it.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Abigail C.

Best thing to come out of 2020…

2021-09-14

The customer support that we received during our onboarding and integration could not have been better.

Pros

It was extremely important to us to pick a case management software that allowed us to customize features based on all Case types that we handle.

Cons

For example, the calendar section in Filevine is something that we currently do not use because of confusion on its integration with outlook.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mitchell S.

Filevine for Case Management

2021-04-28

Once you figure out how to best use Filevine for your particular business I feel this to be a great case management product.

Pros

Purchased product in December 2018. Once it was determined how best to utilize Filevine has become indispensable. User friendly. Checks all the boxes for what we had hoped it would accomplish for our firm.

Cons

The only negative to speak of was the rollout itself. Not alot of guidance back when we purchased the product. Finding our way around Filevine for implementation was pretty much left to us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Claudia S.

Working smarter not harder

2017-03-20

Filevine is all about streamlining the case management process to get things done!

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ryan M.

Filevine is the backbone of our practice.

2017-11-14

I get the ability to move my cases quickly and in a way that produces repeatable results.

Pros

We had trouble getting our team to use other case management software.

Cons

I do wish that Filevine had an intake tab that functioned like Lexicata to allow our clients to enter in some of their information without us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin K.

Efficiency

2021-04-30

I am able to manage more cases as an attorney because of this software and live a less stressful life.

Pros

I am a big fan of the mobile app. Simply things like being able to text from the software is a huge help and lastly the interface is amazing.

Cons

I would like it to be easier to edit documents right from FV , but maybe there is a way and I am not sure of it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ed A.

THIS IS A SALES PITCH AND NOT A PRODUCT -- DO NOT ATTEMPT TO MIGRATE DATA TO THEM

2021-05-17

I am convinced that it is better to stay with an older case management system and embrace its flaws than it is to switch to Filevine.

Pros

I wanted to be able to ditch a server and have an integrated practice management system, and one I could use through the web.

Cons

After a very detailed questionnaire about your practice, the delays piled up one after the other. Mid-April becomes mid-May and then July or August. It feels like outright fraud. Look at the reviews or the Filevine users Facebook page. Only people who start a new firm with no files have a good experience at implementation. If you decide to get this, you should insist on NOT paying until you are up and running. They will lie to you about the timeframe and about what can be customized. They will.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Jared R.

Product Does Not Deliver Promised Features

2020-02-17

Filevine bills itself as an upstart, client-oriented company.

Pros

The system of tracking deadlines and calendaring events may be useful for folks who are disorganized without it.

Cons

Because my filing system uses Dropbox and I was unwilling to stop using Dropbox, I insisted that any management software be compatible with Dropbox.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No

Response from Filevine


Hi Jared, we apologize for any frustration the lack of Dropbox integration options have caused. While we do have some options available, we know they did not meet your needs. Our product offering and integrations evolve through time and we are truly sorry to hear how these changes negatively affected you. We appreciated working with you for as long as we have and wish you all the success in the future.

Read more
Richard W.

Run - Do Not Walk - From Filevine

2020-04-09

Make sure you have a backup of all documents you give them or upload into Filevine.

Pros

At the end of the day, Filevine was the most expensive version of Dropbox or Box - not a practice management solution - possible, so, if that is of any interest, read on.

Cons

They then tried to tell me that I was actually in a 3 year contract! The agent who signed me up apparently CHANGED my agreement when he sent it to me via Docusign, so that he could make a sale.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No

Response from Filevine


Hi Richard, in looking at your experience, we'd love to address a few items. We reached out many times and were unsuccessful in reaching you, and even flew our Director of Implementation to San Diego to help you design your template to fit your needs. The visit was pre-planned and confirmed with you, but we are sorry if it still seemed a surprise. These efforts, along with many trainings and hours of consultation given, were all intended to help you create a workflow that you would be satisfied with. We still wish to uphold our offer to help and can do so at any time. As mentioned, your migration was indeed from a system we've handled many times successfully. Unfortunately, they were unwilling to release the data you were looking for. We're sorry this affected your experience so deeply. Regardless of the source of confusion, we're sorry to hear there was so much dissatisfaction around your experience. We still have open doors ready to assist you.

Read more
Grace L.

Good Product, Easy to Use

2021-03-26

I have used this software for more than 2 years, and I really how it allows me to organize clients' information so easily and securely.

Pros

Allows me to easily track the status of each case of my clients, and easy to track the billing of clients

Cons

I think the timer on the left corner could be set up better

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel C.

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

2018-02-16

Pros

Now all of your data is secure and in the cloud for easy access for attorneys and their staffs.

Cons

Lots of delays and having to really push to have certain items exported from our former client management system and entered into the proper fields within theirs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more