Filevine vs. Unity Practice Management

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

• Reporting- it's missing the ability to pull information needed for law firms to properly evaluate performance, and the information that is available can be difficult to put together in a report.
• Time keeping- it does not allow variables by user and must be set by teams, and then you cannot set minimum time increments differently by user or by project/ case.
• Support- the live support allows easy access, but, in my experience, their ability to solve problems is hit and miss, and when live support cannot find the answer, expect to wait many days and often weeks before getting an answer, and then sometimes you still do not get one.

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

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

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

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

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