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Filevine Logo
Filevine

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Your Complete Legal Tech Stack

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Filevine Features

Features Summary

Functionality

4.5

/5

260

Total features

89

11 categories

Filevine features

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Audit Trail

Common features of Legal Case Management software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Billable Items Tracking
Billing & Invoicing
Calendar Management

Price starts from

0

Per year

Other

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.5

/5

260

Price starts from

0

Per year

visit website

Total Features

89

Unique features

  • Inspection Management

  • Email Tracking

  • Configurable Workflow

  • Optical Character Recognition

Functionality

4.6

/5

648

Price starts from

37.95

/user

Per month

visit website

Total Features

62

Features in Common

34

Unique features

  • Remote Access/Control

  • Project Accounting

  • Accounts Payable

  • Reporting/Analytics

Functionality

4.4

/5

683

Price starts from

39

/user

Per month

visit website

Total Features

103

Features in Common

75

Unique features

  • Time Tracking by Client

  • Project Tracking

  • Automatic Time Capture

  • Time Tracking by Project

Common Filevine comparisons

Reviewers who mentioned features said:

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Daniel C.

Legal Services, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 6 years ago
Pros

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.

Cons

The biggest con with this software was the setup. They sold us on a seamless integration, which is never the truth, with a dedicated handler. To put it plainly, our installation was not pretty. 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. Was it worth the headache of making the move, absolutely, however it could have been handled much better in my opinion.

dc
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debbie c.

Legal Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Try Filevine you won't be disappointed

Reviewed 2 months ago

I first heard of this at a webinar. Still didn't look into it until 2 years after that. All and all I wish our firm had started using it sooner than we did. Most exciting is the fact that as a office manager I see more and more resumes coming into my office showing applicants have trained on Filevine

Pros

case management side. This tool allows us to reconstruct our files from beginning to end sucessfully

Cons

nothing about the tool itself. It is very relevant that staff fill out all information per file

Vendor response

Thank you so much for taking the time to leave your informative review, Debbie! We're thrilled to read that you've found it to be beneficial for your case management and organization. We look forward to continuing to support you and your firm!

RW
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Richard W.

Law Practice, 1-10 employees

Used other for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Run - Do Not Walk - From Filevine

Reviewed 4 years ago

Using Filevine was a waste of a year that I wish I could have back. A complete disaster. Make sure you have a backup of all documents you give them or upload into Filevine. My experience with Filevine is that they check ethics at the door and will say and do anything for a sale. They only hold the keys to all of your practice's information and documents, so best of luck with that.

Pros

Literally nothing. 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

Filevine indicated to me that they were very experienced at migrating data over from the practice management software I had been using. A YEAR AFTER retaining Filevine, it was still NOT done and was a complete disaster. If you ever want to see your documents again, run - do not walk - from Filevine. A YEAR after retaining Filevine, they still had not done any of the customization that they promised,...

Vendor response

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...

IS
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Ingrid S.

Legal Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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FILEVINE IS AWESOME AND WOULD DEFINITELY RECOMMEND

Reviewed 2 months ago

I am not computer savvy but find this platform very easy to work with. Again, keeps me organized and on top of job!

Pros

Ease of use- helps keep me organized and to prioritize. Helps others in the company know what is going on with my cases in case coverage is needed and in general with case management.

Cons

Don't really see any- one time FV did an update/change without letting company know. Led to issues with finding data.

Vendor response

Thank you so much for taking the time to leave your review, Ingrid! We're thrilled to read that you've found the platform to be easy to navigate and able to keep you organized and informed on your cases! Appreciate your support.

LW
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Laya W.

Legal Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Used at two different PI firms since 2019

Reviewed 2 months ago

Excellent, it it a very easy to use and user friendly system.

Pros

Very easy and intuitive. Also accessible from anywhere, which was a huge advantage when we shutdown the office in 2020.

Cons

The activity feed includes all of every email chain, can get hard to read and to find what you want

Vendor response

Thank you so much for taking the time to leave your thoughtful review, Laya! We're so glad to read that you've found our platform to be easy to navigate and intuitive. We appreciate the feedback and are grateful for the opportunity to support you and your firm!

CL
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Christine L.

Legal Services, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Legal Use of Filevine

Reviewed 2 months ago

It has been excellent. Easy to use and get used to.

Pros

The ease of use of the program is so easy to lean and get used to. I came from the claims world where I have used several different case documentation programs and Filevine has been awesome!

Cons

Nothing it was an easy program to use. I like the fact I can set tasks as diary follow up.

Vendor response

Thank you so much for taking the time to leave your thoughtful review, Christine! We're so glad to read that you've found our platform to be easy to use and lean on compared to past software. We appreciate the feedback and are grateful for the opportunity to support you and your firm!

KM
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Kristine M.

Legal Services, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Helpful in my daily tasks

Reviewed 2 months ago
Pros

It is easy to access, very organized and super beneficial to me in completing my daily tasks.

Cons

Sometimes it can be confusing to access certain things in the program

Vendor response

Thank you so much for taking the time to leave your review, Kristine! We're thrilled to read that you've found it to be user-friendly and beneficial for your task management and organization. We look forward to continuing to support you and your firm!

EM
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Elijah M.

Law Practice, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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FileVine Great for all Users

Reviewed 2 months ago

Overall, it's been a great site for a newcomer like me, and making everything easy and organized for all legal documentation.

Pros

I appreciate the convenience of using Filevine. As a newcomer to this platform nine months ago, I anticipated it to be complex, but it turned out to be quite straightforward. I particularly like the feature that allows me to modify documents with ease and how simple it is to add new files or restrict access to certain information.

Cons

So far I haven't come across any negative points yet on Filvine.

Vendor response

Thank you so much for taking the time to leave your thoughtful review, Elijah! We're thrilled to hear that you appreciate the convenience and ease of use of Filevine, especially for your document organization, management, and editing needs. We appreciate your feedback and look forward to continuing to support you and your firm!

TK
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Tom K.

Legal Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 3 years ago

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. The one thing that I wish was consistently better is user-support related to the API. The general customer support and how-to articles are fantastic. The API documentation is OK, and the team is knowledgeable, but it can be hard to get them because, I assume, they are quite busy.

DR
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DAWN R.

Law Practice, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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FileVine Rocks!

Reviewed 4 years ago

FileVine has finally brought our firm into the 21st Century!! We are now able to streamline our intake/sign-up process; easily manage/maintain our documents bringing us closer to our goal of being a paperless office; more efficiently communicate with our clients; and keep our paralegals on track with managing case loads. The sales team and support staff were absolutely amazing! [SENSITIVE CONTENT HIDDEN] and the rest of the FileVine team went above and beyond to accommodate our firm, including, providing 3 separate demos to make sure EVERYONE involved in the decision making understood what was going on. LOVE. FILEVINE.

Pros

Extremely user friendly. Input and updates to case info super quick and easy. The most efficient CM software I've used in the 25 years of being a paralegal. LOVE the customization

Cons

Honestly haven't found anything I don't like yet. Only thing I would like to see...only to accommodate some of our old-school staff, is some type of integration or syncing with QuickBooks. I believe it is available but is time consuming (on the programming end) and expensive?

AR
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Verified reviewer

Law Practice, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Love the document handling but we are having to move on due to a host of other issues/

Reviewed 2 years ago

We had high hopes for FileVine but we are having to move on due to the multitude of issues identified already. Also, Zapier integration is so basic we can't even really create any workarounds.

Pros

The document handling is amazing - this is why we purchased this solution.

Cons

First and foremost, good luck getting anything done with their team. I don't know if they are understaffed or just don't care but as other reviewers have noted, the customer service is terrible. We have billing issues that no one will resolve. We signed up for an automation service (add-on) and it's been over a month and not only have they not started the project, they haven't even assigned anyone to it.

AC
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Ann C.

Law Practice, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great case mgmt. software

Reviewed 3 years ago
Pros

Filevine has made a huge difference in our law firm, and has helped us tremendously. It's very easy to use. Has amazing features. It comes in handy when you're not close to a computer you could just log on in your phone.

Cons

To be honest I haven't encountered any difficulties throughout the time we have been using this case mgmt. software.

RP
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Randy P.

Legal Services, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Product that Continues to Give

Reviewed 3 years ago

My overall experience is great. I do wish that there was more available support.

Pros

I handled the development for our PI department and I found the support page and the training sessions that you can sign up for were very specific in what they were teaching and were very helpful. When it came to launching and training my staff, I found it a lot easier than expected.

Cons

I don't like that we are not told when there is a bug that your team is working out. For example, fax and email attachments were not going into our folders from the feed. When we reached out to report the issue, they were already aware of it and working on it. Meanwhile, we had no idea how long it had been an issue so we had to go back thru the activity feed of all our projects to make sure everything...

TM
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Timothy M.

Legal Services, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Cutting edge document management software

Reviewed 3 years ago

It's been much easier to save docs, store docs, and also retrieve files thru the search engine. The activity feed is a must have feature and is simple to add. I also love the ability to hashtag certain docs with passwords such as for medical records and the various views you can see docs in (one page, side by side, etc.) Our overall experience has been excellent, looking forward to continuing improvements and continuing to master the software.

Pros

The product was easy to use and was installed and integrated with the assistance of our IT professional. The features I find most impactful are the search capabilities between individual client folders, the ability to see multiples calendars at once without overlapping. I also love the activity feed to post and get up to date on the latest events in every case without having to search endless folders and screens. I could go on and on but it's also very simple to upload docs as it's a simple drag and drop from anywhere on your PC directly into the specific client folder you need.

Cons

The one thing I continually don't like is when I open a client folder, I'm unable to sort the documents in date order. At times, I need to go back to a certain date and the docs don't sort in that fashion or stay in any sort of order. I like how the docs tend to group by how you name them, but would love to see a date sort added.

CD
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Christina D.

Legal Services, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Filevine Feedback

Reviewed 3 years ago

It is a big step up from where we were but Filevine has a lot of work to do with making the system work for a large firm. It seems like many major things are geared towards smaller firms mainly reporting and permissions levels and features offered to firms that handle litigation. EX Deadline chains and calendaring need ALOT of work. Notifications are overwhelming because you can't limit them...

Pros

Activity Section, communication with the firm, texting from each project, customization.

Cons

Templates are limited, Admin status is not ala carte, everyone has access to all reports, I have to use multiple reports to get information I need when I should be able to get everything on one report, doesn't support older document imports, doesn't support latest greatest iphone file types for photos, videos types from municipalities for PI are not supported, there isn't a button to create a simple...

Vendor response

Hi Christina, thank you so much for the feedback. At Filevine, we strive to create products that simplify legal work, but sometimes we learn we are falling short. We appreciate your honest review and will take the feedback into consideration for future product development and updates. If you would like to discuss this issue further, feel free to reach out to our team at reviews@filevine.com.

NB
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Nohl B.

Law Practice, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Takes Your Solo Practice to the Next Level

Reviewed 5 years ago

With Filevine's help, I've been able to increase three-fold the number of active cases I feel comfortable handling. It's a great product, with a great support team. I would highly recommend it to everyone, especially if you already have a billing program you like and don't want to change.

Pros

This software adapts to the way you practice law. You don't organize your cases the way a vendor tells you to, you do it your way. You use your own, trusted, time-tested checklists and processes. But Filevine takes what you have built over your career to the next level by allowing you to streamline intake, and standard tasks you do in every case. The best way I can put is I don't need to cut-and-pate any more. I just click a button and I'm ready to serve standard sets of discovery. I don't need guess whether we ordered a court reporter for a deposition. There's a "Yes" or "No" button that says we did or didn't. I don't even need to manually check when we last did something on a case--I just click a button and a report tells me when the last activity occurred.

Cons

The set-up time is significant, especially if you are particular about the way things need to look and feel. But that's to be expected for something you can customize from the ground up. Outlook integration could be better, but it has improved since I've come on board. All signs indicate it's going to continue to get better.

JR
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Jared R.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 8 years ago

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...

Pros

No pros were added to this review

Cons

No cons were added to this review

KW
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Kimiko W.

Law Practice, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Lots of love for FV

Reviewed 3 years ago
Pros

I love the functionality and how customizable Filevine is. Everything can be customized. The text features are great too, it's always so nice to be able to read back and reference texts between the client and attorney or the client and myself.

Cons

We set it up a couple of years ago and it was a bit of a learning curve to get it the way we wanted it; but once you know how it all works it gets much easier.

MM
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Meghan M.

Legal Services, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Review of FileVine from an Attorney's perspective

Reviewed 3 years ago

Overall, our firm is better off with FileVine, but the transition was slow, very disruptive, and not nearly as easy as promised. 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. The system does not work as I expected when it comes to being able to get communications out to a mass of clients at once. Seems there should be a way to generate letters on a mass basis, as well as send emails on a mass basis.

EA
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Ed A.

Law Practice, 1-10 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 3 years ago

The worst part is the total lack of customer service. It might as well not exist. 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. Look also at how many users have to hire independent implementation consultants to make anything happen. The implementation timeline and costs are therefore very dishonest. If there were a class action suit against them I would happily join it.

Pros

It seemed like a highly customized and intuitive interface. 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.

TL
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Tina L.

Legal Services, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Pros and Cons

Reviewed 3 years ago
Pros

Product is easy to use and I like that you guys are always updating and adding new features. The editing tools such as page extraction and being able to combine documents now is also really helpful. The fax integration feature is fantastic. It is a great way to organize and work your file and keeps all team members updated on the file status and tasks completed and done.

Cons

Right now, I can't highlight PDF documents. I deal with large documents and must extract and highlight pertinent information. Support has told me to adobe to highlight which creates an extra step for me just to highlight a document I am already in. Also, keeping documents and sending documents in a chronological order is impossible. We need to be able to create tab numbers in a brief format which will stay when shared with others (i.e. physicians and defence counsel when serving our affidavit of documents).

AD
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Alexa D.

Law Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Constantly upgrading and improving

Reviewed a month ago
Pros

We came to Filevine from a different case management software system. We loved the look of our prior system, but it was not good for much other than document generation and assigning contacts to the file. We looked at a bunch of other options and even tried one before we went with Filevine. We have been using it since and I wouldn't recommend anything else. There is so much to like about Filevine: -...

Cons

The only con so far is directly connected to a pro. Filevine is customizable so the pro is that you can build it to match up with your office. The con that is connected with that is that it takes time to set it up.

Vendor response

We really appreciate this thoughtful review, Alexa. This feedback is so helpful. It sounds like you really put the time into finding the best possible platform for your firm, so we're committed to not letting you down!

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Joel L.

Law Practice, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Great for innovative personal injury firms with dedicated IT team--disastrous customer service!

Reviewed 2 years ago

I have a love-hate relationship with FileVine. If I did it again, I would not have made the leap to FileVine for various reasons. However, it's a great piece of software for the right firm --such as a mid to large size PI firm with a dedicated IT team. Essentially you are given a blank canvas with lots of options. It's not so good if you don't have the resources or IT team to build FileVine...

Pros

A ton of feature and you can make anything you want out of it. The UI is great and customization is the key to FV's attractiveness. You can built almost anything you want. You have to invest a lot of time into building it out.

Cons

There are no built-in automations such as in Lawmatics. The doc mgmt and calendar are worthless so we use Google Drive and G-Calendar instead. They haven't really done much to improve Filevine in the past two years whereas other software has been developed much more. They charge you extra for every little add on-- you get nickel and dimed to death. It's like when you go to a restaurant and spend $15 for a burrito. Dont charge me 75 cents for sour cream.

kw
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katherine w.

Law Practice, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Caution! Watch for undisclosed glitches, especially with DocsPlus.

Reviewed 2 years ago

One of primary reasons we chose this program over others was because the add-ons Docs Plus and Vine Sign would replace Adobe. It was a little more expensive to do this, but the convenience of doing everything within one program and having it automatically save to the client's file seemed to be worth the added expense. However, it has not worked that way and now we are paying for both. Most notably,...

Pros

It is extremely customizable. There is a suggestion feature for changes to the software.

Cons

There are many glitches that were not evident until we started using the program. There is no way to try out the program before purchasing it-you have to rely on the representations made by the sales staff. The only trial offered is for the sales rep to guide you through some of the features for 45 minutes or so. The add-ons for DocsPlus and VineSign are much lower quality than using Adobe. The...

HK
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Heather K.

Law Practice, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Admin and User of Filevine at Law Practice

Reviewed 3 years ago

Filevine is pretty helpful in helping users understand the system. They hold you and your staffs hand in the beginning. The migration of data and start date took longer than anticipated. I hear this is common place. Overall, I really do like the program. The reporting feature is awesome. There is a bit of a learning curve. You have to learn how to "talk filevine" to get the data you want. There is so much about the customization that is super amazing. I think the best thing is that they take suggestions for improvement and are constantly upgrading the product. They do listen to their users.

Pros

If Instagram and Facebook had a baby, it would be Filevine. Filevine is easy to use and easy to customize. I love that they have a help desk chat feature. At least once a day I ask a question. They also feature a ton of articles and videos on how to use the software. It really has helped us to organize or data. The best feature has been the reporting function. There are a lot of good things about Filevine and I am glad we selected it.

Cons

Filevine is a program that is so customizable, you need a person on your staff to handle it. Select one person to dedicate themselves to learning and figuring out what you organization needs. When you get Filevine you really get the bare bones of the program. It is up to you what you do with it. You sort of have to hit the ground running. There are no templates like when you are using a web builder...