Filevine

Score8.3 out of 10

73 Reviews and Ratings

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Filevine

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What is Filevine?

Filevine is a project management and workflow automation platform for law firms from the company of the same name in Utah.

Categories & Use Cases

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Most Frequent Users

Top 3 industries using Filevine.

Based on HG Insights installation data

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#1 most frequent

Professional, Scientific, and Technical Services

64.8%

721 installations of 1,112

“Filevine allows us to keep and organize client information directly in its CRM.”
— President, Duke Law Firm, P.C. (Small Businesses)

#2 most frequent

Information

2.4%

27 installations of 1,112

#3 most frequent

Finance and Insurance

2.0%

22 installations of 1,112

Pros

Centralized organization of all case-related information
Effective document management for editing, combining, and storage
Extensive customization options for fields and sections

Cons

Limited automation and ease of use for document handling and saving
Reporting features lack user-friendliness and depth in logic
Desire for more advanced AI capabilities like ChatGPT integration

Cephus Richard

sr trial attorney in Legal at kanner & pintaluga (51-200 employees)

Use Cases and Deployment Scope

We use for case management at our firm. Filevine also has built in LOIS for AI help that allows us to search the entire case file at once. It also helps organize information that is in the file like having an assistant at your fingertips that has memorized the entire file and able to regurgitate it with hyperlinks to the case document to support the response. It can also summarize the information into graphs or tables or powerpoints.

Pros

review the file to find answer to specific questions such as what are the injuries
summarize medical billing and create an itemized table
create medical chronology of medical treatment

Cons

the med chron has messed up the dates before and had entries from the early 1900s which are obvious errors
the AI tool has cited to defense letters from adjustor to support a finding
It doesn't always find documents that are saved in the file if they are saved in the wrong folder

Return on Investment

it has saved a ton of time
it has allowed us to multi task much easier
it has been a great ROI

Usability

Alternatives Considered

8am™ MyCase

Other Software Used

8am™ MyCase, Thomson Reuters Westlaw

Max Frias

Paralegal in Legal at The Zydron Law Firm, P.L.L.C. (1-10 employees)

Use Cases and Deployment Scope

I use Filevine for our case management system. Our law firm handles personal injury cases and some criminal and traffic cases. Filevine assists me from beginning to end (file set up to settlement). It saves contacts, provides template letters, and computes figures for settlement. Filevine is also excellent with notifying me of deadlines, due dates, etc.

Pros

When doing Settlements, it correctly computes the amount and allows space to write explanation and breakdown of payments and adjustments.
When doing letters to insurance companies, medical care providers or to any other entity requesting information or just providing a letter of representation, all the information about the recipient is there. When I hit the generate key the letter comes out in a professional form with the correct language. Any tweaking or revisions to any letter is done with ease.

Cons

I would like to take a refresher course or even a beginner's course as to the basics. If there is a way to do that it would help me immensely

Return on Investment

A case management system is very important in doing personal injury work. Filevine as I stated earlier works from file set up to closing file

Usability

sumit jaiswal

Litigation paralegal in Legal at US based Litigation law firm (501-1000 employees)

Use Cases and Deployment Scope

FV is one of the best case management software available in the market. I use it daily for approx 5 hrs. It is user friendly, easy to understand. I like its report creation feature along with task tagging. The calendering is fantastic. And live word doc editing is next gen.

Pros

Oragnise the case files perfectly
Gives real time update with its report builder
Pops up task right on the date it was scheduled
Sharing pdf files are easy where we have reserve rights

Cons

Mentioning feature +@ user name feature
e-mail conversation linking in FV should have select all feature
It should have a mobile app

Return on Investment

Oragnise case files
Create task for the staff
Generate calendering report so that the whole firm can view the upcoming deadlines by click of one link

Usability

Alternatives Considered

AbacusLaw by CARET

Other Software Used

ReadySign, An Onit Product, Docbird, Anthropic Claude

Dennis Romero View profile

Office Manager in Legal at Blake Law Group (1-10 employees)

Use Cases and Deployment Scope

Filevine is our main database to manage multiple personal injury cases, it allows us to manage the case as it develops through its phases, it has all we need for us to succeed representing our clients, while the cases and its files are kept secured on the cloud, we have the security that we have everything we need from drafting a demand all the way to file lawsuits.

Pros

Secure Cloud Storage
User-friendly case management platform
AI Analysis toold
AI Document generation tools

Cons

Their AI implementation team is too slow
Ask LOIS replaced the Sidebar feature which was really helpful
Medchron is too slow when you generate from the first time on a case it takes up to 72 hrs.

Return on Investment

ROI is actually running smoothly on a strong 75% for our annual subscription.
Filevine has helped us meet our goals, Revenue is growing exponentially by using it.
Our team has been more successfull with the use of Filevine mainly because it is user-friendly taking away the hassle of endless training sessions.

Usability

Alternatives Considered

Litify

Other Software Used

Lead Docket, RingCentral Contact Center

Angela Shiflett

Office Manager/Paralegal in Legal at MartinWren, P.C. (11-50 employees)

Use Cases and Deployment Scope

We use Filevine to handle our personal injury cases. Filevine allows us to communicate throughout the firm by posting our activities for all to see. It keeps everyone informed of what is going on. We also use the phase to keep a handle on how many cases we have in various phases.

Pros

I like the phases which allow us to view how many cases we have in each phase from setup to close
It's easy to use and requires very little training
I like the reports that we can generate although I think there is room for improvement in this category
I like that we can connect companion cases.

Cons

The reports generated could be more user friendly and maybe allow date ranges for the reports you want to generate
It seems like when we signed up for Filevine initially, we have support that would help us but now it seems like we have to do most of it ourselves based on tutorials found online

Return on Investment

The annual expense was really high, I think we paid around $40k for this past year.
I don't know how we would be operating without it. I would imagine we would be much slower in our operation without Filevine. We use it daily and the texting feature, which I believe is optional is great. I think clients love the ability to text us and we do too.