Filevine vs. PracticePanther

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 perfect for law management as it has integrations with Lawpay, which is specific for operating and trust account billing. I am able to create custom intakes for a client to fill out, automated with a task when submitted, and then review and response. I am also able to use the forms for internal use to enter information and use templates to populate those fields onto documents that I create.

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

• Ease of Use
• Ease of Adding Time and Expenses to Accounts
• Ease of Seeing Aging Accounts

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

• Want to easily be able to customize matter information and haven't figured out how to do it.

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

Very easy to use and intuitive. This does not require complex data entry or toggling between multiple screens.

Incentivized

I love the Support team. Available through chat on any screen on your practice panther. They say they respond within 24 hours but it's usually at most 3 hours and they direct you a solution or that confirm no available solution. The team at PP is always helpful and know how to follow up with issues in a timely manner.

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

PracticePanther is much easier and much more user friendly for what I need.

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

• I have been able to expedite time reviewing a file, organizing information so less time spent on workers.
• The automated organization through integrations, like dropbox, to organize all my matters in a uniform manner. Saves time.
• Ease of use has saved on training as instructions can be implemented directly on workflows. Saves time. Each time it saves a worker time, I am more efficient and my return on investment is apparent.

Incentivized