Filevine vs. Fulcrum Curo

File Vine is well-suited because I believe it was invented to assist Law Firms with document organization for the legal cases collected in a Law Firm. It is easy to navigate and find your documents with a click of a button.

Incentivized

• Customization - you can easily add sections and fields
• Workato and Zapier integration works well - we can connect Filevine to a multitude of other platforms and services
• Texting and faxing is available across the entire platform
• Integration with Vinesign for e-signature completion

Incentivized

• The PDF document editor can be easier when trying to save changes. Make a button that says save changes, instead of save file.
• The contacts can probably be more streamlined so that there are not multiple contacts for the same individual or business.
• Tasks should automatically be changed to a new individual in a parallel role when the file changes teams.

Incentivized

It has helped keep our cases well organized, our client contact up to date, and our to do lists to a minimum

Incentivized

Filevine is pretty user friendly. The interface looks good and it is relatively easy to navigate. I would identify as someone who is pretty tech savvy but for someone who isn't so experienced, Filevine is still very usable. Rarely do I come across an issue that I cannot find some alternate work around

Incentivized

I’ve tried Clio, MyCase, and PracticePanther. Clio is super user-friendly with lots of integrations, MyCase is great for billing and communication but more limited on automation, and PracticePanther is easy to use but not as strong on reporting. Compared to them, Filevine feels more customizable and workflow-focused, though it does take more time to learn.

Incentivized

• Allows much attention to detail on many cases. We can handle more cases more easily. Revenue is up for several years by at least 25%
• Better client communication and less expensive with texting from the file. Less expense than letters. Reduction in letterhead and postage costs of at least $2000 per year. Emailed letters may not be noticed as quickly but text messages are.
• Less time on billing. Saves on our bookkeeper tasks making it more part time and allows paralegal tasks to be added for this person increasing productivity.

Incentivized