Filevine vs. SurePoint Legal Management System (LMS)

Filevine is well suited if you want to have a practice management program that is not Clio and that is difficult to use, lacks essential features, and is overpromised. It is not suitable for heavy litigation. What kind of legal practice system refers to the core elements as "projects"? Not matters or cases?

Law firms needing an easy to use billing and accounting systems. [SurePoint Legal Management System (LMS)] would work for law firms of all sizes. It does not work well for matter pricing or profitability analysis.

Incentivized

• Create detailed reports that are fully customizable
• Create different project types for our different kinds of cases
• Customize each project type for each type of case so they only have needed information
• Being cloud-based storage for all case files

Incentivized

• The interface is fairly well designed, making it fairly easy to enter data or to create information visualizations.
• The software supports a robust set of features that can all be accessed through a single portal or site.
• There are analysis functions that help show patterns or trends based on time sensitive information.

Incentivized

• In my opinion, customer service is as bad as I have ever experienced anywhere. Even the IRS is more responsive than Filevine.
• In my experience, their staffing and personnel changes so frequently that even if you do find someone who is responsive they either leave the company or are reassigned.

• No case management system to speak of.
• No able to create multiple cost rates for attorneys to use in profitability analysis
• Accounting system does not integrate well with e-billing vendors

Incentivized

I think the layout is easy to navigate. There are just a few small things I wish were easier, like making contacts directly from the app, or utilizing the search bar for a specific case rather than all cases

Incentivized

Filevine is much easier to learn and use, the user interface is more appealing (with bigger fonts and easy-to-understand icons), and its customization feature is easier to use and understand.

Incentivized

LMS Practice Management provides a wealth of features not often found in one package. Its information visualization tools and client management tools are extremely helpful in providing oversight on client billing matters. Its reporting tools were also fairly robust, providing more features than competitor products on the markets. While not perfect, its clean interface and number of components help make it stand out among the competition

Incentivized

• Loss of several thousand dollars
• Wasted time from numerous high pressure sales calls

• It easy to use to respond to questions relating to time entry, billing and collections

Incentivized