Filevine vs. NetDocuments

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

NetDocuments positioned itself to work in the legal industry, and it has done a very good job. It's kept pace with the challenges presented by the law and it's grown in its offerings. Any organization that must balance mobility and security would benefit from the use of NetDocuments as a platform.

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

• File Organization. Netdocuments is a great tool to neatly organize your virtual files and separate them by workspaces (matters). Each workspace contains folders (document types) that can be customized according to users' needs and preference.
• Searching your data base. All the documents and emails saved in Netdocuments are searchable. The search feature works great.
• Cloud based document management system. Simply put, Netdocuments can be accessed from ANY web-enabled device. This is becoming more and more important in the age of satellite offices, working on-the-go, and telecommuting.
• Disaster preparedness. Should something happen to your office, your documents are safe, secure and accessible.
• Seamless integration with Microsoft Applications. Netdocuments provides users with Microsoft applications integrations that can be easily installed on each individual machine.
• Support. There is an extensive on-line help library which provides incredibly helpful articles with step-by-step instructions. If you cannot find solution on-line, telephone support is staffed by courteous and knowledgeable people.
• Security. This is especially important for a law firm. A designated administrator can put in force workspace, folder, document, or profile-based security.

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

• In my opinion, VERY Expensive. You can not find documents without OCR. OCR doubles your storage cost as they save the OCRd document as a second version.
• In my experience, very annoying latency, even when trying to preview documents. As a result, folks in my office often try to save locally as opposed to storing in the cloud.
• I orginally signed up for NDMax. However, it would only process one document at a time. I am not a transactional firm, so, in my opinion, this was essentially worthless.

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

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

The product is simple to learn and adheres to well-known web user protocols. The NetDocuments team spends a lot of time talking to customers regarding how to improve their interface, and are pretty quick about implementing good ideas. The system is reliable and repeatable, and similar functions are laid out consistently and in formats that users are used to.

Incentivized

NetDocuments is a performant web app. It is reliable and provides all the functionality of a sophisticated document management system. It also can serve, through its APIs, as a base system for other applications, which enhances its value. Other vendors find the company easy to work with, and it consistently seems to be the first to offer new features and technologies to its customers.

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

I've never had to contact support, but I won't give it a ten. We've had a few hiccups along the way, but nothing that couldn't be fixed within 24 hours.

Incentivized

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

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

WatchDox and WorldDox both provided what looked like similar features but too much of the technical requirements fall on the customer and they, at the time of my evaluation, were not true cloud products. They were client \ server-based product hosted in the cloud. If you do not know the difference, research until you do. iManger is a viable alternative if you are just not able to get the internet speed you need for NetDocuments. But heads up it is not the Swiss Army knife for security features like NetDocuments.

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

• Allowed the elimination of large amounts of in-house storage and the support required to maintain it.
• Eliminated the need for backups and disaster recovery for large amounts of data.
• Enabled secure remote access wherever the Internet is present.
• Provided enhanced security without the necessity of a large number of people and infrastructure.

Incentivized