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Filevine users have consistently praised the software for its ability to find or create various case documents, billing statements, …
Overview
What is Filevine?
Filevine is a project management and workflow automation platform for law firms from the company of the same name in Utah.
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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.
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- Setup fee required
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
What is Clio?
Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.
What is MyCase?
MyCase provides web-based practice management software designed for solo and small firm legal professionals. MyCase aims to offer a secure, all-in-one legal practice management solution to alleviate the burden of high caseloads, poor client communication, and practice management operations. The…
Product Details
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- Integrations
- Competitors
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What is Filevine?
Filevine is cloud-based case management that aims to offer a clean, intuitive design. It organizes and coordinates all aspects of a legal practice. Filevine offers task management tools, shared calendars, settlement calculators, and deadline chains, all in order to automate each stage of the workflow and allow attorneys to handle higher caseloads with greater efficiency.
Filevine offers advanced communication and collaboration tools. Clients can access a portal to their case file, as well as send texts directly into it, ensuring their messages are answered promptly and securely archived. A secure e-signing tool allows clients to receive and sign documents with a selfie. Automatic document generation, hashtagging, and edit-in-place capabilities streamline and automate legal paperwork.
Filevine also features advanced reporting for firm management. In-depth analysis tools like Audit and Periscope clarify performance trends to guide management decisions.
The platform is customizable, meaning Filevine can fit any practice area or firm size.
Filevine Features
- Supported: Case Management: from lead to settlement
- Supported: Document Management: automate the paper-pushing
- Supported: Workflow Automation: focus on your important work
- Supported: Client Texting: easy and secure communication
- Supported: Reporting & Analytics: make data-driven decisions
- Supported: Calendar & Deadline Management: never miss another deadline
Filevine Screenshots
Filevine Video
Filevine Integrations
- Slack
- QuickBooks Online
- NetDocuments
- OneDrive
- Google Drive
- Domo
- Dropbox
- DocuSign CLM
- formerly SpringCM
Filevine Competitors
Filevine Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States, Canada |
| Supported Languages | English |
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(11)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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- Pros
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Filevine users have consistently praised the software for its ability to find or create various case documents, billing statements, treatment summaries, and reports. This feature saves them time and eliminates the need for multiple software programs. Users rely on Filevine for managing caseloads and providing daily updates to their clients, making it an essential tool for their work. The software's reporting capabilities and clear ownership of roles and tasks have proven beneficial in improving productivity and efficiency. Integration with other software firms allows for better streamlining of workflows, particularly in managing medical records and billing requests. Filevine's communication features reduce the risk of miscommunication by keeping the entire team aware of case developments. Users appreciate the ability to handle client interactions directly from the file, contributing to a more streamlined and paperless workflow. Overall, users are highly satisfied with Filevine and find it both useful and easy to use.
Organization: Users appreciate Filevine for its organization capabilities, with many stating that it is a comprehensive and centralized platform for managing all their files and information related to their cases. They find it helpful to have everything in one place, allowing them to easily access and track important client information, set reminders, and pin important information to projects.
Ease of use: The user-friendly interface of Filevine is highly praised by users, who find it intuitive and easy to navigate. Many compare it to social media platforms in terms of usability. This ease of use makes it quick and effortless for users to find the information they need without any hassle.
Customization options: Users value the flexibility and customization options provided by Filevine. They appreciate being able to tailor the software according to their specific needs and preferences. This level of customization allows users to make Filevine work best for their individual workflows, increasing efficiency and productivity.
Slow Response Times and Outages: Some users have mentioned experiencing slow response times and outages, particularly in the Billing tab. This has caused frustration and inconvenience for those trying to access important information or perform tasks within Filevine.
Issues and Bugs During Beta Testing: Several users have encountered issues and bugs while using Filevine during beta testing. These problems have affected their overall experience with the software and have hindered their ability to effectively utilize its features.
Lack of Intuitive Summary Page: Users have expressed a desire for an intuitive summary page that provides easy reference on case status and strategy. They feel that the current interface lacks this feature, making it more difficult to quickly assess important information about their cases.
Users have made several recommendations for optimizing the use of Filevine:
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Pay attention to training sessions and customize the software: Users recommend taking advantage of training sessions and customizing Filevine to make the most of its features and functionalities.
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Ensure salespeople understand specific needs: It is suggested that users communicate their specific needs to salespeople when considering or implementing Filevine, to ensure that the software meets their requirements.
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Network with firms already using the software in your area of practice: Users recommend networking with other firms in the same area of practice who are already using Filevine. This can provide valuable insights and best practices for successful implementation and utilization of the software.
Reviews
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
May 31, 2022
Honest Filevine Review.
Filevine is our client management software. It allows us to track the current case status of each of our client's cases, from inception to conclusion. It is a highly customizable software that allows users to tailor it to their own legal practices.
- Highly customizable.
- Great user interface.
- Easy to learn, simple to use.
- On occasion, the software will lag significantly, or go out of service altogether.
- Expensive to use.
- High customizability.
- Can be accessed on my iPhone.
- Filevine allows us to centrally store our clients' case information.
- Filevine makes our law practice more time efficient.
- Filevine is costly to use.
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.
May 02, 2022
Don't Fall for the Sales Pitches!
Score 1 out of 10
Vetted Review
Verified User
Filevine is a disaster of a program. It should be apparent because they do not let you use the program first. Instead, they give you a full-court sales pitch. I had thought myself resistant to such tactics but sadly I was not. I wanted to find an alternative to the practice management program we currently use, Clio. Clio is decent at lots of things but is so general that it is mediocre overall. The sales rep kept telling me how "advanced" Filevine was. So advanced that you needed to pay thousands of dollars for their implementation consultant to "customize" it. If a program requires such an advanced setup, it likely means it's not intuitive or user-friendly. I wanted to try out their document management functionality. It is quite poor. First, the user opens the document from Filevine triggering it to open in Word. Then it appends a string of gibberish to the file name while you're using it. Then if you leave a document open on your desktop while Windows temporarily goes to sleep if you're away from your computer, you will come back and there will be a file upload error. Don't think their help center will actually help you though as it doesn't mention this issue. The solution is to save a copy of the document, drag and drop it back to Filevine and then start again. This is what document management is supposed to avoid, having to upload manually to a specific location. This is just one of the countless issues with this program. They overpromise through aggressive sales tactics bordering on unethical.
- Customization
- Aggressive sales representatives
- Overpromising
- Aesthetically unpleasing user interface
- document management
- Convincing me to waste several thousand dollars
- Poor customer service
- Loss of several thousand dollars
- Wasted time from numerous high pressure sales calls