Filevine vs. 8am™ MyCase

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

It is great for taking credit card payments, managing calendars, sharing and accepting document uploads and maintaining digital files. The app is better than nothing, however is vastly inferior to the web version. The time entries should show on the first screen whether they are marked as billable or non-billable without having to enter each specific time entry

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

• Securely transfer documents to and from clients and opposing counsel
• text messaging with clients and other contacts
• Managing our office calendar with color coding for different office personnel
• Taking and adding our credit card payments
• Maintaing our digital files in the cloud allowing us to access them from anywhere at anytime

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

• Time Entries should show as billable and non-billable without the need to open each time entry to see if it is billable or not
• The app should allow searching for text messages just as the web version does
• The app should allow searching for files just as the web version does

Incentivized

Filevine is complex, and while it manages documents well, it fails in almost every other aspect. It does not do a two-way sync to your outside calendar, and you can forget about having reports available to easily monitor performance. The reporting system appears robust but complicated at first, but then it becomes obvious that the report functions are extremely limited in practical uses every law firm expects, and therefore reporting in Filevine is just unnecessarily complex and overall a failure.

Incentivized

I don't personally handle whether or not we renew our subscriptions to platforms but it's very integral to our work so I doubt we'd get rid of it

Incentivized

Because of the customization factors and add-ins, usability is truly based on how you build out your Filevine. I've made it so user friendly, that any new hires can easily run a case from start to finish without the added stress of trying to figure it out on their own. The use of the Filevine University is always helpful for those one off questions that you require additional assistance

Incentivized

It is so easy to use. We've had multiple people join our team and they don't have any issues using it right away. It's also easy to use new features as they're developed. I think everyone should have and use a simple case management platform, and MyCase is my usual recommendation.

Incentivized

Their live video chat support is a good resource, but often the problem cannot be resolved through this chat, and then promises to have someone follow up are almost always dropped. Filevine fails to make corrections for glitches or missing basic functions.

Incentivized

Years ago, they were very supportive. They tend to address issues, but they aren't very communicative when dealing with feedback. They just add new features suddenly. There aren't many issues with our platform, so we don't have many questions now, but years ago, we did have some issues that needed to be addressed and then they were much more responsive.

Incentivized

We love the program.

Incentivized

Filevine charged a lot for implementation, both directly to Filevine and their partners, but they failed to deliver on what was promised

Incentivized

None. This thing is a no brainer for a small law firm.

Incentivized

I have previously used LegalServer, which I felt was not as easy/user friendly as Filevine has been. The layout was a lot more technical looking and it was much more difficult to navigate through the case files. The one major thing I will say that I liked more about LegalServer was the function to email documents to a case file email and those would automatically upload to the file

Incentivized

Prior to using MyCase, my firm relied on AbacusLaw for its CRM program. I have also used Amicus Attorney prior to that. AbacusLaw and Amicus Attorney were local area network programs using an onsite computer server. I started using MyCase so that I would have an entire cloud-based legal CRM program. At the time its best competitive feature was that the program was entirely cloud-based and that online retrieval of documents and client contact information was easily retrievable. The best contribution of these features is not just improving team collaboration, but improving efficient communication with clients by allowing them online access to their case file and secure communication with the client portal. Our Intake staff uses Clio Grow as a CMS (Contact Management System) despite some intake features being added my MyCase in the past year. Clio Grow has a Kanban board interface to manage incoming leads and improve intake team collaboration. MyCase's intake feature is new and less robust and intuitive to use compared to Clio Grow (formerly Lexicata). From the beginning, G Suite has always been an integral tool for email and calendar management. MyCase offers email and calendar support but G Suite is easiest to use on multiple platforms and hardware devices compared to MyCase.

Incentivized

• Tracking Settlements for each month and improved accountability and incentivized more settlements for the firm by 40%
• Helping track expenses and reduced costs by 10%
• Helped the firm generate better reviews by helping keep clients up to date improving client retention rate by 20%

Incentivized

• Organization: I know where to go for my case details
• Efficiency: I just leave a window open on one screen logged into mycase and I can instantly modify/update matter details
• Billing: integrated credit card payments/invoice updating is nice. Invoicing is a lot easier than prior platforms I used given you can email the invoice out directly from the platform, and see when it has been viewed.

Incentivized